Client Services

Trading & Demat Account Service

NJ Wealth Managers brings to you some of its key services enabled by technology as per our client offering. Our services offer some of the most unique & differentiating features that you can enjoy with any wealth manager.

Our key services include

  1. NJ Client Desk: “The Complete Family Wealth Management Solution”

    NJ Client Desk offers our clients with a comprehensive online desk, which consolidates entire wealth/ portfolio information for an entire family/ group at one place. It keeps the customers informed of their portfolio, anytime any where, and empowers them to take smart investment decisions.

    The customers get access to virtually all financial and non-financial products to manage their portfolio. We can also create multiple customised groups /accounts for specific portfolio management needs of our clients. You can also maintain records of your investments with other advisors /distributors on the Client Desk to get a single consolidated view of your entire wealth.

    Key features:

    • Consolidated desk for recording entire portfolio information for group of investors /family
    • Automatic transaction updates for all financial /non-financial products accessed through us
    • Flexibility to add your Non-NJ portfolio (except mutual funds) personally or by giving rights to us
    • Flexibility to create sub-groups /different accounts for different wealth management objectives
    • Great choice of multiple consolidated and product specific reports
    • Any-Time, Any Where Access through online Client Desk, Mobile Desk & Mobile Application
  2. NJ Trading Account & Demat Account: 'Freedom to Transact Anytime, Any where.'

    Our clients can benefit greatly by subscribing to the the NJ Trading Account & Demat Account (TADA) service, which helps avoid the hassles & worries of doing physical transactions. NJ TADA offers convenience in making transactions in the most simple, accurate, time and cost effective manner in multiple modes. The service removes operational dependency on you to execute transactions.

    Products covered in NJ TADA

    • All exchange traded Mutual Fund Schemes
    • Exchange Traded Funds or ETFs
    • Direct equity stocks traded on exchange

    Transaction Mode Options in NJ TADA

    • Online desk transaction - transact from NJ Trading Account desk
    • Call & Transact - transact by calling us on a help-line
    • Offline /Physical instruction - transact using the physical instruction slip /form

    Unique Features:

    • Online transaction options in mutual funds include Purchase, Redemptions, SIP, STP and even inter-AMC switches
    • SIP option in Equity stocks and ETFs
    • Multiple options of payment remittance for lumsum purchase using online mode, including Net Banking and Debit Cards
    • Payment collection through ECS & Auto debit Facility for mutual fund SIP
    • Any-Time, Any Where Access through online Trading Desk, Mobile Desk & Mobile Application