Client Services

Welcome to experience the joy and comfort of being a part of a comprehensive wealth management platform.

Being associated with an NJ Wealth Partner can help customers to access products and solutions that are unmatched and customised to match your wealth management needs. With rich experience, expertise and years of continued focus on development of processes & systems, NJ Wealth has managed to build operational, delivery and service quality standards that are unmatched in the industry. NJ Customer Care, a service used by NJ Wealth Partners helps resolve customer queries and compliants with great efficiency. The customers indirectly benefit greatly with this excellence in services.

In addition, the tangible services on offer to all the customers of NJ Wealth Partners are:
  • NJ Client Desk: Complete family wealth management solution

    NJ Client Desk offers customers of NJ Wealth Partners a comprehensive online desk, which consolidates entire wealth/portfolio information for an entire family/group. 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. Transactions through NJ are automatically updated and there is a wide of choice of consolidated and product wise reports available. NJ Partners can also create multiple customised groups for specific portfolio management need of their customers.

    Note: Financial products includes mutual funds, equities, PMS, insurance (life, non-life), fixed income products (company/ bank FD, bonds, debentures, small saving schemes (PPF, NSS, postal schemes). Non-financial products includes physical assets (real estate, bullion) and private assets (equity, debt).

  • NJ Trading Account & Demat Account: Freedom to transact anytime, any where

    The customers of NJ Wealth Partners can benefit immensely from 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 the Partner to access products execute transactions in mutual funds and Exchange Traded Funds (ETFs).

    A customer holding an NJ trading account and NJ demat account avails the following modes of transaction

    • Online desk transact (transact from NJ Trading Account)
    • Call & Transact (transact on phone)
    • Offline /Physical instruction