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.

Every investor aims to maximise returns while minimising risk. While asset allocation and scheme selection are proven strategies, selecting the right schemes is a complex and time-consuming task that requires continuous monitoring and expertise. Managing this at an individual level can be challenging due to operational constraints and behavioural biases, often leading to less effective investment decisions. To ensure the right asset allocation, investors should consult their NJ Partner for better guidance.
NJ Recommended MF Portfolio, formerly MARS, offers curated baskets of mutual fund schemes tailored to specific investment needs, risk profiles and asset allocation strategies. These ready-to-invest portfolios simplify the investment process by eliminating the complexities of selecting and managing multiple schemes.

We offer independent Portfolio Review Services through which we can assess client’s current holdings and the gap between their current and desired investment portfolio. After personalized discussion with the client, we suggest modifications and additions to the portfolio.

We offer tailored financial plans to our clients based on their life goals, risk-assessment, and current level of finances. We help client achieve their desired financial goals timely with guided plans which do not put excessive pressure on client’s pocket. Our continuous evaluation of the portfolio’s performance brings desired results for our clients.

With our professional team specializing in Tax planning, we offer tax assessment services to the client related to their investment portfolio. We offer tax efficient investment and protection solutions to the client considering long-term and short-term gain avenues and client’s tax slabs.

With our team specializing in Corporate Professional communication, we offer this allied service to our clients for resolving their cases of old physical share certificates that require intensive communication with the companies and RTAs and perfect documentation from the client’s side to convert the shares into DEMAT mode to be dealt forward.