We have all the mutual fund schemes on offer by virtually all the Asset Management Companies (AMCs) in the country. As a client, you can access any scheme with us, either in physical mode or even in a demat /stock-exchange mode with Trading Account services.
We also offer clients with diverse fixed income products, namely Non-Convertible Debentures (NCDs), Infrastructure and RBI Bonds, Company Deposits, etc. from some of the leading companies, institutions in India.
We offer Portfolio Management Services (PMS) strategies with direct equity and mutual funds as the underlying products from the leading PMS providers in India. Some of our PMS strategies are exclusive in the market which can only be subscribed through us.
In addition to financial products, we also offer access to real estate properties as investment opportunities to our clients. Few of our products are exclusively offered by us in the market.
To make every client an informed Investor and help achieve his financial goals by offering credible services and to channelize the household savings into right financial instruments.
Investment Need Assessment
We create comprehensive financial plan for the different goals in your life. The plan will indicate the savings required to achieve the different financial goals like child education, child marriage, your retirement or any other short term or long term goals like car, foreign holiday and new home.
The Investment Need Assessment is the result of system tool developed to find results required to meet financial /cash-flow projections. The same is done to aid our primary business of financial products distribution and the service is supplementary /secondary in nature. (There is no charge for this service.)
This report will be done by us based on certain assumptions and the information disclosed /available with us. The report would help you to assess your investment portfolio requirement.
Please note that this is NOT a 'financial plan' and there is NO 'financial planning' undertaken by us. This is also NOT an “Investment Advice” for you and is strictly for general information /academic purposes only.
Could this be India's year to shine?
With China's growth targets in doubt, India will stand out for being the only economy in the world to expand more than 7 per cent, according to surveys of Bloomberg economists. China, on the other hand, is enduring the slowest growth in a quarter century and is forecast to expand 6.5 per cent this year.
We expect this issue to be fully subscribed on day one (17 Dec) itself.
ELSS* - Lump sum** performance - 3 Years (CAGR).
Disclaimer: Mutual fund investments are subject to market risk, Read all Scheme related documents carefully. Although due care has been taken, please refer respective AMC website for more details.
*ELSS is a type of diversified equity mutual fund which is qualified for tax exemption under section 80C of the Income Tax Act, and offers the twin-advantage of capital appreciation and tax benefits. It comes with a lock-in period of three years..ELSS also scores over other tax-saving schemes since it offers tax-free return (long-term capital gains and dividends are totally tax-free as per the current tax structure). Only PPF offers tax-free return but it has a maturity period of 15 years.
A single payment made at a particular time, as opposed to a number of smaller payments or installments.
Axis Children's Gift Fund
The NFO opens on November 18 and will close on December 2. (NAV – Rs 10)
The fund would have two options, compulsory Lock-in and No Lock-in. For no lock-in option, investment will not be locked-in and can be redeemed at any point of time at NAV based prices subject to exit load. #DoYourHomework
To know more visit
Set your goal and invest wisely
NJ E-Wealth A/C Mobile Application
NJ E-Wealth A/c: Freedom to transact anytime, anywhere.
The customers of NJ Wealth Partner (MoneyFest Wealth) can benefit immensely from the NJ E-Wealth A/c 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 E-Wealth A/c avails the following modes of transaction
Online desk transact (transact from NJ E-Wealth A/c)
Call & Transact (transact on phone)
Offline /Physical instruction