Www.NJFundz.com is the official website of NJ IndiaInvest Pvt. Ltd., one of the leading advisors and distributors of financial products and services in India. NJ IndiaInvest Pvt. Ltd. was established in the year 1994. NJ contains more than a decade of rich exposure in financial investments space and portfolio advisory services. NJ has evolved out to be a professionally managed, quality conscious and customer focused financial / investment advisory & distribution firm from its starting. It is headquartered in Surat, India. With a wide presence at over 110 locations in 20 states in India, it contains over INR 7,500 crores of mutual fund assets under advice.
NJ shares the numbers of the trust, commitment and value with 11 lacs customer base with more than 14000 advisors. Vision of NJ IndiaInvest is to create wealth transforming lives such as total customer satisfaction, commitment to excellence, determination to succeed with strict adherence to compliance, and successful wealth creation of their customers. Mission of NJ is to work towards building trusted relationship with its stakeholders, for inclusive growth through constant process of innovation, time bound implementation & execution of ideas and technological developments. It stretch its means and go overboard to make sure that its clients’ aspirations, dreams and expectations are met with, through high service standards.
When users visit www.njfundz.com, they will see navigation such as “Home”, “About us”, “Services”, “Products”, “Partners Zone”, “Knowledge Center”, and “Sitemap”. They can also see products like mutual funds, insurance, fixed deposits, PMS, and Realty on the home page. Home page consist highlights of mutual funds, real estate, and fixed deposit in the scrolling way. Key indicators of equity, debt, overseas, crude, and forex also seem in scrolling way.
Services of NJFundz.com:
Users are offered with a comprehensive, flexible account by NJ Wealth Account, which consolidates all their portfolio information in a single window in a simple lucid manner. Users will be informed about their finances and how to take smart investment decisions with NJ Wealth Account.
Key Features of Wealth Account:
- Online Access: Now users can store all their portfolio, transaction information in multiple products through NJ Wealth Account and get access anytime, anywhere.
- Meaningful Portfolio Reports: It enables users to agree insightful reports that they ‘need’ to know about their portfolio and take informed about investment decisions.
- Automatic Updation: Users’ portfolio is automatically updated on a daily basis so that you get the latest, true picture of your portfolio.
- Online updation facility is only for portfolio done through NJ, and/or where product prices are available in the market at such frequency.
- Knowledge, Information and Analysis Desk Available.
- It enables users to accede various meaningful knowledge related contents that help them stay informed and take wiser investment decisions in their interest.
- Flexible Consolidation Facility: It is a great feature which literally takes consolidation to the next level and allows users to:
- Consolidate multiple accounts and view their entire family portfolio on a single desk with the help of consolidated reports.
- Have a single view of all their transactions through multiple advisors.
Inside NJ Wealth Account:
- Wide Coverage of Investment/Financial Products: The NJ Wealth Account is a truly comprehensive account that gives users a consolidated view of almost all their investment/financial products like:
- Domestic Mutual Funds
- Equity Shares
- Life Insurance
- Fixed Income Products include:
- NSS, NSC
- RBI Relief Bonds
With prices/features managed by customers:
- Bank Deposits
- Private Equity
- Private Debt
- Physical Assets (Real Estate, Bullion and others)
- Bonds and Debentures on Secondary Market
- KIAD(Knowledge, Information and Analysis Desk): It enables users to accede powerful knowledge and information related services that go a long way in keeping them informed and smart:
- Market Information
- Product Related Desks (like Mutual Fund Desk, Life Insurance Desk, etc.)
- News and views
- Benchmark information
- E-subscription to various publications
- Financial Planning Section
- Education on Financial Planning
- Risk Profilers
- Basic Calculation
- Administration: NJ Wealth Account offers users administration services to help them administer and manage their Wealth Account. The request modules are available online to them.
- Merging facility of one or more wealth accounts
- Flexibility to use multiple advisors (NJ Partners) and have a single view
- Transaction entering facility for products other than those offered by NJ
- Flexibility to offer transaction administration to Partners
- Query posting modules available online
- Services: Enjoy the extra value added services on offer to users:
- Billing information available online and sent over e-mail
- Centralised Customer Care
- Proposed services
- Transaction confirmation for MF transactions through NJ over e-mail / SMS (proposed)
- Valuation Reports sent over e-mail at regular intervals
- Comprehensive Portfolio Reports: It enables users to get smart insights about their portfolio with access to many meaningful reports. Users can also customize the reports as per their needs.
- Consolidated Portfolio Reports:
- Net Wealth / Asset Report
- Consolidated Asset Allocation
- Financial Year Wise Performance Reports
- Financial Year wise P&L
Product Wise Reports:
- For all Products in general:
- Transaction Reports
- Maturity Reports
- Performance Reports
- Valuation Reports
- Portfolio Analytics:
- Comparison of Performance vis-a-vis benchmark
- Mutual fund analytics
- Consolidated AMC Exposure
- Consolidated Sector Exposure
- Consolidated Credit Profile
- Consolidated Stock Holding
- Current and Historic Financial Plans
- Performance of Financial Plans with actual goals
- Life Insurance Reports:
- Premium Reminders
- Risk Coverage Reports
- Cash Flow Reports
- Triggers and Alerts(coming soon)
- Maturity Reminders
- Target Achievement for a particular investment
- Target Achievement of a benchmark
- Premium Reminders
NJ Center, 9th Floor “B” Tower,
Udhna Udyog Nagar Sangh Commercial Complex,
Central Road No. 10, Udhna, Surat-394210.
Phone – 0261 3985500