We understand that having a rich product basket is not enough for our valued clients. What clients really need is a holistic platform for an entire family (or an organization) to record, report & manage a comprehensive portfolio of holdings into multiple financial products. We are proud to offer the following highly acclaimed financial advisory services to our clients. We also provide assistance in mutual funds, and financial planning
- Risk Profiling & Asset Allocation Strategies
- Seamless, Paperless Transaction Platform
- EFamily Portfolio Recording & Tracking
- Savings & Investment Guidance
- Tax Saving Strategies
- Insurance Needs Assessment
- Financial Education & Literacy
- NRI Investments
- Experienced Customer Support Desk
Client Desk (Wealth Management Desk)
The Client Desk is a premium offering for our clients that consolidates the entire portfolio, covering every major financial and non-financial product for an entire family or an organisation. Access to the Client Desk is given to every client through a highly secured, unique login ID and password.
The information inside the desk is updated daily, and all transactions done through us are automatically updated so that clients need not make any entries. The Client Desk empowers you by keeping you updated and informed anytime, anywhere - through online access or a mobile application.
NJ Recommended MF Portfolio
NJ E-Wealth Account
