Experience a hasslefree financial journey
Experience a hasslefree financial journey
Experience a hasslefree financial journey
Client Service
We understand that merely 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 organisation) to record, report & manage a comprehensive portfolio of holdings into multiple financial products. We are proud to offer the following highly acclaimed services to our clients.
- Financial Assessment
- Retirement Assessment
- Child Future Assessment
- Risk Assessment
- NRI Investments
- Insurance Assessment
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.
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
Every investor aims to maximise returns while minimising 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 behavioural 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 profiles and asset allocation strategies. These ready-to-invest portfolios simplify the investment process by eliminating the complexities of selecting and managing multiple schemes.
NJ Recommended MF Portfolio, formerly MARS, offers curated baskets of mutual fund schemes tailored to specific investment needs, risk profiles 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.
- 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
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
© 2026 All Rights Reserved. "Khyati Vishal Baxi" AMFI- Registered Mutual Fund Distributor.
(ARN:83346 Date of Initial Registration:19/09/2011 & Current Validity:30/09/2026).