NJ always look forward to the opportunity to serve you & it is our constant endeavor to provide guidance and support at every
stage of your investment process. Here are our service innovations that focus on every aspect of your investment and will
maximize your comfort with the least effort.
NJ Client Desk
As managing wealth is not easy in this fast paced world, NJ offers you a comprehensive and flexible account NJ Client Desk which
consolidates all your portfolio information in a single window and keeps you informed of all your finances so that you can
take smart investment decisions.
Key offerings of NJ's Client Desk
Now you can store all your portfolio, transaction information in multiple products through NJ Client Desk and get access anytime, anywhere.
Meaningful Portfolio Reports
It enables you to acceed insightful reports that you 'need' to know about your portfolio and take informed invesment decisions.
Flexible Consolidation Facility
It is a great feature which literally takes consolidation to the next level and allows you to consolidate multiple accounts and view your entire family portfolio on a single desk.
Your portfolio is automatically updated* on a daily basis so that you get the latest, true picture of your portfolio.
Welcome to the hassle-free and secure NJ Trading account, an online trading account that offers the facility of undertaking transactions in mutual funds online in a simpler and convenient manner with a wide choice of schemes and other flexibilities.Transactions are executed on Exchange (BSE/NSE) platform which allows you to hold your Mutual Fund units into a Dematerialized form.
Inside Trading Account
Holding of Mutual fund units in a Dematerialised format (Demat).
Instant SMS & email notification on your registered mobile number & email id on the confirmation of transaction.
Existing Mutual Fund units can be converted into Demat.
While one cannot predict the future,one should certainly be better prepared for it as all of us have our goals to be fulfilled at every stage of life and these goals will only be achieved if one has done the financial planning. So, its better to start planning now as prevention is always better than cure. Financial planning is a systematic approach whereby the financial planner maximizes customer's existing financial resources by using the appropriate financial planning tools and investment vehicles to best achieve his financial goals and objectives.
The need for financial planning services arises from the need of meeting the financial goals of one's life & it is financial planning that helps us to take a comprehensive look towards one's futures financial needs and goals including cash flow, debt management, education funding, retirement planning, estate conservation and portfolio management. Financial planner gives you the direction to make informed decisions about your investments so that you won't make any mistakes and you can reap the benefits of your financial planning for the rest of your life.
The motive behind starting a dedicated NRI desk is to provide quality advisory services to NRI clients for their Investments in
India , offer them the best services , rightly assist them in processing of PAN card and KYC( the most difficult Part which every
NRI faces ) and make their investment experience in India hassle free and convenient .
NJ's NRI Services focus on providing financial planning and portfolio advisory services to NRI clients of high net-worth and has
developed the processes that focuses on providing the best advice and helps in the ongoing management of your portfolio and
Our Expertise comprises of-
Aggregation Services that allows to view your consolidated Net Asset Reports which would give you a single view of all
your Indian investment in different avenues.
NJ constantly monitors your investment & keep you updated through Portfolio Review Services every quarter.
NJ aims to manage your portfolio with a superior , time tested & much effective way of Asset Allocation keeping in mind
your risk profile.
NJ's E Account is a comprehensive online investment account that offers online investment into Mutual Fund by sitting in
any part of the world.
NJ's Quality Advisory services gives you true & unbiased recommendations to suit your needs & profile.
NRI Assistance in processing and obtaining PAN Card, KYC Compliance, NRE / NRO Bank Account etc.
Education is a source of knowledge and knowledge is the source of power and success in today's world. Indeed, the right education
and training is critical for success in all walks of life and more so ever in the financial services and advisory industry where
recommendations and decisions on financial matters often has great implications on one's wealth.
Thus it has become a need for entrants in financial advisory services to implement the challenge of RIGHT SELLING, for which
adequate training is a prerequisite.
So NJ Gurukul emerged as an idea to bridge the gap that existed in meeting the needs of
financial advisors for continued training and education. The objective of NJ Gurukul was to create a huge force of 'quality'
financial advisors who have the right training and education needed for providing the 'right' advisory services to clients and
thus help them in creating & managing wealth successfully. Hence continuous people development has an important role in building
NJ Gurukul offers progressive development training programs that focus on virtually every aspect of a growing personality or
business. Following is the list of trainings that we offer:
CFP training & Certification to AMC employees, Bank employees, Insurance employees, Corporate employees, Associates and Advisors, Indirect employees, Professionals including CAs, CFAs, Tax Consultants and students.
AMFI training for aspirants to appear for AMFI exam
Basic training for new entrants in advisory functions and employees of partners.
Selling Skills training for people associated with selling and have a desire to excel.
Steering Self to Success training for those who feel the need to enhance their understanding of the self to motivate
oneself to achieve the desired success.
English4all Classroom Sessions for all those who wish to master the Correct English in the written as well as the
Business English Writing training for those who feel that expressing themselves impact fully will enhance their prospects
of success, both professionally as well as personally.
NJ realizes the true importance of quality service & thus we desire to honour our service commitments at all points of time and to
all customers, without any bias.
Our services comprises of
Mutual Fund Advisory
Scientific Advisory Services
Quality Services of providing true & unbiased recommendations, communications support, regular portfolio reports,
operational support by dedicated Account Manager
When you associate with us, we ensure your money is not just in safe hands; it also works to your advantage. We help you invest
wisely through our financial and investment services. So, Profit from our expertise.