Managing wealth is not easy, especially with the ever growing needs and products. In this fast paced world, there is a need for simplicity and consolidation. The need is to stay ahead, stay informed and stay in control.

Key Features of Wealth Account

• Online Access
  Now you can store all your portfolio, transaction information in multiple products through NJ Wealth Account and get access anytime, anywhere....
• Meaningful Portfolio Reports
  It enables you to acceed insightful reports that you 'need' to know about your portfolio and take informed invesment decisions.
• Flexible Consolidation Facility
  It is a great feature which literally takes consolidation to the next level and allows you to
• Consolidate multiple accounts and view your entire family portfolio on a single desk with the help of consolidated reports
  
• Automatic Updation
  Your portfolio is automatically updated* on a daily basis so that you get the latest, true picture of your portfolio.
  *Online updation facility is only the 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 you to acceed various meaningful knowledge related contents that help you stay informed and take wiser investment decisions in your interest.

Inside NJ Wealth Account

• Wide Coverage of Investment / Financial Products
  The NJ Wealth Account is a truly comprehensive account that gives you a consolidated view of almost all your investment/financial products like:
  • Domestic Mutual Funds
    
  • Equity Shares
    
  • Fixed Income Products
    • PPF
      
    • NSS, NSC
      
    • RBI Relief Bonds
  • Life Insurance
    
  • Property
    
  • Bullion
• With prices / features managed by Customers
  
  • Bank Deposits
    
  • Physical Assets (Real Estate, Bullion and others)
    
  • Private Equity
    
  • Private Debt
    
  • Bonds and Debentures on Secondary Market
• KIAD (Knowledge, Information and Analysis Desk)
  It enables you to acceed powerful knowledge and information related services that go a long way in keeping you 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 you administration services to help you administer and manage your Wealth Account. The requests modules are available online to you...
  
  • Merging facility of one or more wealth accounts
    
  • Transaction entering facility for products other than those offered by NJ
    
  • Query posting modules available online
• Services
  Enjoy the extra value added services on offer to you…
  
  • 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 you to get smart insights about your portfolio with access to many meaningful reports. You can also customise the reports as per your needs...

• Consolidated Portfolio Reports
  
  • Net Wealth / Asset Report
    
  • Financial Year wise P&L
    
  • Consolidated Asset Allocation
    
  • Financial Year Wise Performance Reports
• Product Wise Reports
  • For all Products in general
    
  • Transaction Reports
    
  • Valuation Reports
    
  • Maturity Reports
    
  • Performance Report
• Portfolio Analytics
  
  • Comparison of Performance vis-a-vis benchmark
    
  • Mutual fund analytics
    • Consolidated AMC Exposure
      
    • Consolidated Stock Holding
      
    • Consolidated Sector Exposure
      
    • Consolidated Credit Profile
  • Current and Historic Financial Plans*
    
  • Performance of Financial Plans with actual goals*
• Life Insurance Reports
  
  • Premium Reminders
    
  • Cash Flow Reports
    
  • Risk Coverage Reports
• Triggers and Alerts (coming soon)
  
  • Maturity Reminders
    
  • Premium Reminders
    
  • Target Achievement for a particular investment
    
  • Target Achievement of a benchmark