A product basket which acts as a one stop solution for the client’s financial journey is very crucial to offer holistic, unbiased and need based strategies to the clients. Our professionally expert team ensures to offer a comprehensive solution to the client with an access to a rich product basket of financial and non-financial products.
Mutual funds
Being an AMFI Registered Distributor, we offer an access to all the Mutual fund schemes of all the Asset Management Companies (AMCs) operating in India. We offer tailored NRI Investment strategies through Mutual Funds. Our offerings are both physical and online (through DEMAT mode) with Trading account services on NJ India Invest and our personal investment platform.
Capital Market
We offer access to Direct equity and Exchange Traded Funds (ETFs) through India’s leading and reputed distribution house, NJ India Invest Pvt. Ltd. The facility of opening a DEMAT account with capital market facility via NJ E-wealth account to our clients is our value addition for clients.
Portfolio Management Services (PMS)
We offer guided and regulated Portfolio Management Services (PMS) through India’s leading PMS providers specializing in PMS strategies with direct equity and Mutual fund investments. Our PMS offerings are tailored to meet client’s requirement and according to the risk profile of the investor.
Alternate Investment Funds (AIF)
We offer guided service of Alternate Investment Funds (AIF) through regulated channels and registered service providers in India.
Fixed Income
We offer clients with diversified Fixed Income instruments like NPS (National Pension Scheme), NCD (Non-Convertible Debentures), Infrastructure and RBI Bonds, CD (Company Deposits) and FD (Fixed Deposits). Our offerings are through some of the leading companies and registered institutions in India.
Loan Against Securities (LAS)
LAS is a facility that allows you to borrow funds for your short-term and long-term needs by pledging your security investments like Mutual fund units, listed shares and Govt. Bonds. It offers flexible interest rates and helps meet sudden liquidity requirement without liquidating your high earning investments. By using LAS, investors avoid capital gains and exit charges arising out of redemptions.
Life Insurance
We believe the most important investment in someone’s life is Life Insurance as a man is mortal. Life Insurance is a step towards the financial security of your family after your death. Being a Broker License Holder, we offer an access to all types of life insurance services provided by all the leading insurers in India.
Health Insurance
Being a Broker License Holder, we offer an access to all types of health insurance services provided by all the leading insurers in India. Health Insurance coverage pays for medical and surgical emergencies. We offer both Cash less and Reimbursement options in Health Insurance.
