Original, Unbiased Analysis
NJ has its own Research team. The research team analyses and studies the markets, investment products, and other important things that are important from advisors point of view. The Research team also undertakes study and analysis on the mutual fund houses and schemes. Recommendations from the Research team truly reflect the unbiased nature of the study it undertakes.
Objective of the research …
- Keep all associates, employees and customers well informed so that they are able to make their own decisions.
- Provide guidance, suggestions, recommendations, etc as per needs and study undertaken
- To provide tools which would help associates/employees make better decisions for their clients and render quality services
The Research team follows a set process and methodology. The fund houses and their schemes are evaluated on multiple parameters like …
- AMC Due Diligence
- Service Standards Parentage & Pedigree of management
- Soundness of the Trustees
- Institutionalised or Personalised?
- Information sharing & Compliance
- Investment Philosophy – Clarity/flavour driven?
- Adherence to philosophy & process
- Past historical performance and variation in performance
We believe that ideally good schemes should form a part of a client’s portfolio. The research team regularly communicates such analysis/results to the employees and associates.
|