MARS
One of the key challenges of managing a portfolio is to regularly monitor and adjust the portfolio on an ongoing basis as per your risk profile to keep it in line with market movements. However, most distributors fail to do so as it involves making multiple transactions frequently in a time bound manner. We have a unique offering for our NJ E-Wealth A/c Clients - 'MARS' an effective answer to this problem.
MARS is a technology powered tool which helps in managing asset allocation through periodic rebalancing of portfolio which involves a research & logic driven scheme selection process. With two broad asset allocation offerings - Dynamic & Fixed, MARS is the answer to client worries on portfolio management.
Client 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.
NJ E-Wealth Account
As a client of our NJ E-Wealth A/c, you can enjoy some big, tangible benefits. You can do error-free transactions without any hassles or worries in a very easy, timely and cost-effective manner - anytime, anywhere.
We offer easy transaction facilities and unique services for mutual fund 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 IPOs and Debt IPO Application
- Comprehensive reports
Financial Advisory Services
- Financial Planning
- Investment Management
- Health Insurance, Life Insurance, Personal Accident, Emergency Cash, Liability Insurance, Home Insurance.
- Children's Education Planning
- Marriage Planning
- Property Investment
- Retirement Planning
- Estate Planning
General Insurance Advisory
- Health Insurance/Mediclaim
- Personal Accident Policy
- Group Medical Insurance
- Workmen Compensation Policy
- Standard Fire & Special Perils Policy
- Motor Insurance
- Liability Insurance
- Home, Shop, Engineering, Office Insurance…Etc.
Life Insurance Corporation
- Financial Planning as per Risk profile and Financial Goals
- Mapping of Products as per Client Goals and Needs
- Execution of order
- Policy Servicing and Claims
- New Endowment Plan
- New Jeevan Anand
- Jeevan Labh
- Jeevan Lakshya
- Jeevan Umang
- Jeevan Shanti
NJ Investments
- Financial Planning as per Risk Profile and Financial Goals
- Asset Allocation as per Plan
- Account opening
- Choice of Funds and Investment Lump-sum or SIP
- Review and Re-Balancing
- Client Servicing
Equity : Bond : ETF : Hybrid : Liquid : PMS : MARS
Star Health
- Choice of Product as per Age and Category.
- Policy Issuance
- Policy Servicing and Claims
- Renewals
Young Star : Family Health Optima : Comprehensive Health Insurance: Sr. Citizen Red Carpet : Other Specialized Products
New India Assurance
- Understanding the Risk
- Recommendation of the Product
- Issuance of Policy
- Policy Servicing and Claims Management
Motor : Workmen Compensation : Health : Standard Fire & Special Perils : Burglary, All Risk, Public Liability, Shopkeeper : Household, Etc.
