NJ Wealth Advisors understands that the investment advisory needs differs from clients to clients and at times are also very specific. This is why we bring to you different customised solutions that would cater to your specific investment advisory needs. The solutions can be taken each individually or in combination with other solutions meeting your overall investment advisory needs in a unique way …
The following are the advisory solutions that we currently offer along with their stated objectives...

Asset Vista - Comprehensive
To ascertain an ideal asset allocation after taking into account the risk profile and return expectation and aggregating all your existing investments including real estate and other physical assets.
To give a performance report of all your aggregated assets on a monthly basis
To conduct a quarterly portfolio review and monitor the adherence to your decided asset allocation

Life Vista - Comprehensive
To give a comprehensive financial plan taking into account all your financial goals, current investments, risk appetite liabilities, current income and expense, and expected growth in future earnings and expenses.
To review the financial plan thus prepared on a periodic basis or on the occurrence of an event that merits its review and/or restructuring.
To give a performance report of all your aggregated assets on a monthly basis. To conduct a quarterly portfolio review and monitor the adherence to your decided asset allocation.

Life Vista - Specific
To draw up a financial plan to attain a specific goal(s) in your life, based on a your risk taking capacity and existing cash flows and expected cash flows and returns expectations.
To review the financial plan thus prepared on a periodic basis or on the occurence of an event that merits its review and/or restructuring.
To give a monthly performance report of the mutual fund investments made through us.
To conduct a quarterly portfolio review on the investments executed through us.

Mandated Dynamic Equity Portfolio
To advise on the investment to be made in the equity based mutual funds
To actively manage a growth oriented mutual fund portfolio based on a pre-defined algorithm
To give a monthly performance report of the mutual fund investments made through us.
To conduct a quarterly portfolio review on the investments made through us.

Mandated Liquidity Portfolio
To advise on an ideal portfolio for short term surplus funds through mutual funds.
To give a monthly performance report of mutual fund investments made through us.
To conduct a quarterly portfolio review on the investments executed through us.

Mandated Asset Vista
To device an ideal asset allocation for your investments into mutual funds after taking into account your risk profile and return expectation.
To give a monthly performance report of the mutual fund investments made through us.
To conduct a quarterly portfolio review on the investments executed through us.