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How To Create Nj E Wealth Account

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NJ E-Wealth Account is a comprehensive online platform which empowers you to have access to your entirE-Wealth portfolio across Mutual Funds, Direct Equity, ETFs, IPOs, Bonds along with their current valuation, at a single place. You can buy, sell or switch investments simply through your computer or smart phone any time and from anywhere in the world. The transaction process is speedy, smooth and leaves no paper trail. 'Now never miss an opportunity to build your wealth because you were too far'


Why NJ E-Wealth Account ?

PAPERLESS ACCOUNT OPENING IN JUST 1 HOUR

  1. Aadhaar based seamless account opening
  2. No waiting , No multiple signatures

CONVENIENT TRANSACTION OPTIONS

  1. All types of MF transactions can be done throw SMS/Email
  2. Transaction can be done any time & from anywhere 24X7
  3. Mobile App available for MF transactions
  4. Instant alerts & confirmation of Transaction on SMS/Email

CONVENIENT & SECURED PAYMENT OPTIONS

  1. Net Banking
  2. RTGS / NEFT – All Banks
  3. Auto Debit / ACH – All Banks
  4. Cheques – All Banks
  5. Debit Card – VISA only

COMPREHENSIVE REPORTS

  1. Current valuation & Transaction reports on desktop & Mobile APP
  2. Profit & Loss report for tax calculation purposes

EASY PROCESS OF TRANSMISSION

  1. A simple Transmission process of wealth transfer to your nominee

INNOVATIVE TRANSACTIONS

  1. Unique Inter AMC Switch/STP available only in E-Wealth AC
  2. MARS – An Innovative asset allocation based portfolio management service
  3. SIP in Equity Shares

CENTRALISED CUSTOMER CARE

  1. Single contact point for any query
  2. Call 1800 200 0155

GETTING STARTED

Getting started with E-Wealth account is very simple and quick

Open a Paperless E-Wealth Account in just an hour
Submit/upload the soft copy of required documents & authorise the account opening with ESIGN using Aadhaar.

Ready For Investment
Once the E-Wealth account is activated you will receive a Password on your registered e mail id by using that you can start investing.

Keep a track of your wealth
You can track all your wealth online anytime & from anywhere from your lap top or simply through a mobile application.

Rebalancing your portfolio.
In case you have subscribed to MARS, then you will be receiving suggestions for rebalancing your portfolio twice a year.

Documents Required

For paperless account opening

  • KRA KYC should already be done
  • Aadhaar card
  • PAN CARD
  • Photograph
  • Bank proof
  • Account will be activated in just 1 hour

For regular account opening

  • For clients whose KRA KYC is not done
  • KYC application
  • PAN CARD
  • Photograph
  • Address proof
  • Bank proof
  • Account application will have to be physically signed and submitted to NJ branch

FAQ

What are the documents required for E-Wealth account opening ?

  • Being KYC Compliant is a must for E-Wealth account opening. Other documents required are:

  • PAN CARD & VALID BANK PROOF

  • To open a Paperless Account, we will need your Aadhar card copy for authorisation through OTP or biometric option

Is KYC registration mandatory for E-Wealth account opening ?

  • The Securities and Exchange Board of India (SEBI) has made it mandatory for all investors to be KYC-registered (Know Your Client). Hence we necessarily require our customers to be KYC compliant.

I am not a KYC compliant investor. How Can I open an E-Wealth account ?

  • In case an investor is not kyc compliant, then he/she may apply for KYC registration along with E-Wealth account opening.

  • In such cases the documents required for KYC registration are:

    1. PAN CARD

    2. VALID ADDRESS PROFF

  • Along with this we will need a BANK PROOF for registering your bank account with the E-Wealth account

At the time of account opening, is a cancelled cheque leaf mandatory ?

  • As per SEBI guidelines, third party investment in mutual funds is prohibited, and in NJ E-Wealth account we can take investment only from the bank account registered with us in client's name. To ensure this, we require a cancelled cheque leaf with name pre-printed on it. If name does not appear on the cheque leaf, then cancelled cheque leaf along with one of the following documents are required:

    1. A self-attested copy of your bank statement along with original bank seal

    2. A self-attested copy of your bank passbook

Can I register more than one bank accounts with NJ E-Wealth account ?

  • Yes , NJ E-Wealth account is flexible enough wherein you are allowed to register and transact from multiple bank accounts. However, registration of all bank accounts should be in advance

Can I start investing with NJ E-Wealth account as soon as the account is activated ?

  • Yes, you can start investing as soon as the account gets activated & password will be sent to your registered email id. The investment can be done using NET BANKING using NEFT/RTGS options

Will existing folios/investments will automatically be available for future transactions ?

  • Yes, Once the E-Wealth account is activated, all investments will be made available for future transactions such as redemption / switch, provided the mode of holding of existing investment and E-Wealth account is the same

Is switching between one AMC to another possible through NJ E-Wealth AC ?

  • Yes, Switching investment AMC to AMC is a reality with NJ E-Wealth account. This USP allows you to switch out from the scheme which is currently not performing & invest in a better scheme irrespective of the AMC

What are the modes of payments for purchase transactions ?

  • Investors have multiple options for making payments for purchase transactions. The possible modes of payment are Net Banking, NEFT and RTGS, Auto Debit & ACH. Even Cheques are accepted favouring NJ INDIA INVEST PVT LTD in case client does not wish to use online payment options

How will I get the account statement for transactions done ?

  • As mentioned earlier, NJ E-Wealth account is an online platform, and we provide you a comprehensivE-Wealth report on client desk. However we will be sending the monthly statement on the registered e mail id.

Can I activate multiple E-Wealth accounts ?

  • Yes ! An investor can have multiple E-Wealth accounts, but

    1. Number of maximum investors will be 3

    2. Client can activate a number of E-Wealth accounts in different combinations of 3 holders

    3. Mode of holding will be Single or Joint

    4. However a holding pattern in an E-Wealth account cannot be used twice

Who can open an E-Wealth account ?

  • Below are the list of entities eligible to open an E-Wealth account

    1. Resident Individuals

    2. Non Resident Individuals

    3. Public limited companies

    4. Pvt limited companies

    5. Co operative societies

    6. Registered / Unregistered Trusts

    7. Partnership firms

What are the charges of E-Wealth account ?

  • Annual maintenance charges are Rs.0.94 per day including service tax which will be collected at the anniversary of the account. There are no further charges apart from annual maintenance.

What is instaa cash facility ?

  • Instaa cash is a facility through which you can invest in a liquid fund for better returns compared to a saving account and get the comfort of any time money even on holidays.

Contact Us

For any general suggestions/ feedback/ inquiry,
please write to us at:

NJ India Invest Pvt. Ltd.

BLOCK NO.901 & 902,
6TH FLOOR, 'B' TOWER,
UDHNA UDYOG NAGAR SANGH COMMERCIAL COMPLEX,
CENTRAL ROAD NO. 10, UDHNA,
SURAT - 394210
GUJARAT.

How To Create Nj E Wealth Account

Source: https://www.njindiaonline.in/cdesk/login.fin

Posted by: khangwartan.blogspot.com

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