Client Services

NJ Recommended MF Portfolio

Every investor aims to maximize returns while minimizing risk. While asset allocation and scheme selection are proven strategies, selecting the right schemes is a complex and time-consuming task that requires continuous monitoring and expertise. Managing this at an individual level can be challenging due to operational constraints and behavioral biases, often leading to less effective investment decisions. To ensure the right asset allocation, investors should consult their NJ Partner for better guidance.

NJ Recommended MF Portfolio, formerly MARS, offers curated baskets of mutual fund schemes tailored to specific investment needs, risk profile and asset allocation strategies. These ready-to-invest portfolios simplify the investment process by eliminating the complexities of selecting and managing multiple schemes.

NJ E-Wealth A/C Service

As a client of our NJ E-Wealth A/c service you can enjoy some big, tangible benefits. You can do hassle, worry and error free transactions in a very easy, time and cost effective manner – any time, any where.

We offer easy transaction facility and few very unique services for mutual fund transactions in our NJ E-Wealth A/c service, as given below.

 

We offer easy transaction facility :

We offer easy transaction facilities and unique services for mutual fund and other  transactions through our NJ E-Wealth Account, as given below.

  • Fresh Purchase /Additional Purchase /Redemptions /Switch Transactions
  • SIP and STP registration
  • NFO – Purchase, Switch and SIP Registration
  • Equity Stock SIP registration
  • Equity and Debt IPOs Application
  • Comprehensive reports

Multiple Transactions Modes :

What's more, we offer multiple modes of doing transactions as listed below...

  • Mobile: Transact through application on your mobile
  • Online Desk: Transact through online Trading Account Desk
  • Phone: Call and transact through your phone
  • Offline: Transact through physical instructions

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.

Contact Us

Sunil Bhatia
Office Address:
D1/60 SOUTH CITY II
SOHNA ROAD,GURGAON 122018
NCR
Branches: Mumbai, Pimpri-Chinchwad, Pune, New Delhi
Conatct Details:
(O): 0124-4117060
(M): 9213023060
(M): 9811391039
(E): info@sunilbhatia.org
 GST No: 06 AAAPB0207E 1ZT
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