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NJ e-wealth Mutual Fund Account

Open an NJ E-Wealth Account - Introduction to NJ E-Wealth Account and its features

  • Date : March 24,2025

Many platforms are available to transact in mutual funds. Digital platforms have made investing more accessible than ever, allowing users to buy, sell, and manage their mutual fund holdings with just a few clicks. However, choosing the right platform is crucial, as it impacts the ease of transactions, access to research insights, and overall investment experience. Amidst these options, a comprehensive solution that stands out for its seamless functionality and investor support is the NJ E-Wealth Account.

NJ E-Wealth Account offers a one-stop solution for all of its clients to transact easily and efficiently and can be opened by clicking here. NJ e-wealth account offers a plethora of services at the fingertips of clients, which include viewing portfolios, reports, and transacting.
 

The NJ E-Wealth account is divided into 3 major sections - 

  1. Portfolio - Within this section, you can easily monitor various components of your portfolio, including mutual funds, MARS (Mutual Fund Automated Rebalancing System), stock portfolio, PMS (Portfolio Management Services), fixed-income portfolios, and other investments.

    The dashboard allows you to view a breakdown of your portfolio by asset class, different investment products, and the specific accounts they are linked to. This bifurcation provides you with a holistic understanding of how your investments are distributed. You can also view your live SIPs, readily examine the details of these plans and, assess their current progress, ensuring that you stay informed and make informed decisions about your financial future.
     
  2. Transact - The NJ E-Wealth account offers a range of convenient transaction features to manage and optimise your investments effortlessly. Here you can also make new purchases, whether for mutual funds or other investment products, as well as subscribe to New Fund Offers (NFO) to take advantage of newly launched investment schemes. For further flexibility, you can set up systematic Investment Plans (SIPs), Systematic Transfer Plans (STP) and, Systematic Withdrawal Plans (SWP) to transfer a fixed amount or units between investments regularly or withdraw funds periodically, respectively.

    Here, you can also invest in Mutual Fund Automated Rebalancing System (MARS), a unique rebalancing portfolio by NJ. The NJ E-Wealth platform also allows you to redeem your investments, facilitating the selling or withdrawal of investment units when needed. Additionally, you can easily switch between different funds within the same fund house to reallocate your investments based on your financial needs and market conditions.
     
  3. Reports - With a few clicks, you can access detailed reports showcasing the past performance of your investments, enabling you to evaluate their growth and assess overall profitability. You can get details about the returns you have generated, bifurcations in debt and equity, reports of your SIPs (active and discontinued), MARS statements, fixed income investments, Demat (DP) statements, public offer reports, and consolidated tax statements.

    Investors can track their portfolio, review it, and rebalance it as and when required. NJ also provides a family needs mapping tool through which investors can quantify, consolidate, and manage all their family needs in one place
     

While these are the core features and make the face of the NJ E-Wealth account, the NJ E-Wealth account also allows you to apply for loans and lets you buy consumer products at no-cost EMIs. You can visit the NJ EMI store directly by clicking on the button. NJ also offers an AI chatbot to its clients, which assists users with various shortcuts. Moreover, users can ask a question directly as well to the chatbot. 

With the NJ E-Wealth account, investors get the support of a dedicated mutual fund distributor who can guide them through the entire investment process and recommend the right investment path.
 

Steps to open an NJ E-Wealth Mutual Fund Account

  1. Click on “Open account”
  2. Enter your phone number to receive an OTP
  3. Enter the OTP you received on the registered phone number
  4. Click on “Create a new account”
  5. Enter PAN and DOB, email ID, family declaration of mobile number, and email ID
  6. Verification of phone number and email ID
  7. Authorise use of KYC details
  8. Enter personal details 
  9. Enter FATCA details 
  10. Tarif sheet and preferences
  11. Bank details - verification through penny drop service; in case of failure, apply bank form
  12. Mandate details
  13. Nominee details - up to 3
  14. Upload Signature
  15. Generate PDF and E-sign

Through the NJ E-Wealth account, you can engage in hassle-free transactions from anywhere and at any time. With zero opening cost, no physical application and a 100% online procedure, NJ provides seamless and timely support to its clients. Open your NJ E-Wealth account and start investing today!

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