Client Services

Financial Products Distribution

At NJ Wealth Managers, we are in the business of financial products distribution. As financial products distributors on NJ Wealth, we offer a wide range of financial & investment products to our clients. The rich product basket enables us to help our customers to find the most suitable product for thier wealth management goals /objectives. We can help customers choose the right product in any asset class and product category given the choice from multiple manufacturers.

Being part of the NJ Wealth – among India's leading financial products distributors, the products which are delivered in a single-window, integrated manner most suited for effective wealth management by clients.

Distribution Product Basket

  • Mutual Funds
  • Capital Markets – Exchange Traded Funds (ETFs) and Equities
  • Porfolio Management Services (PMS) Strategies
  • Fixed Income Products
  • Life Insurance
  • General Insurance
  • Real Estate

Distribution Transaction Modes:

The product distribution services are through different transaction modes depending upon the product under consideration.
Physical Mode – in all products
Online Mode – exclusive for Mutual Funds, ETFs and Equities

Transaction mode options for Mutual Funds:

In addition to the Physical & Online mode,
Call-&-Transact Mode – call at our Customer-Care to transact
Mobile Transacting Mode – transact easily through your mobile

Support Services:

  • Unbiased, product advice & recommendations
  • Trading & Demat Account services for paperless transacting
  • Technology driven solutions like 'Client Desk' - the online wealth management desk for families
  • Effective post-sales customer care to handle any queries or issues
  • Transaction reporting and portfolio record keeping