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

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

Net Banking
RTGS / NEFT – All Banks
Auto Debit / ACH – All Banks
Cheques – All Banks
Debit Card – VISA only

Current Valuation & Transaction reports on desktop & Mobile APP
Profit & Loss report for tax calculation purposes

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

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

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

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 authorization through OTP or biometric option

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

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:

PAN CARD

VALID ADDRESS PROOF

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

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

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

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 NETBANKING,NEFT/RTGS options

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

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

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

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

1. Number of maximum investors will be 3

2. Client can activate 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

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

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