Corporate Office:

NJ FUNDZ Center, 9th Floor "B" Tower,

Udhna Udyog Nagar Sangh Commercial Complex,

Central Road No. 10, Udhna, Surat-394210.

Phone - 0261 3985500

Surat Branch:

NJ Fundz Network

7th floor, Vishvakarma Arcade, Majura Gate-Surat

HIERCHACY STRUTURE:

KEYMEMEBERS OF MANAGEMENT

Mr. Niraj Choksi Jt.Manajing Director

Mr. Jignesh Desai Jt.Manajing Director

Executive team

Name Departmental Head

Mr.Shirish patel Information technology

Mr. Vinayak Rajput Operation & customer care

Mr. Tejas soni Finance

Mr. Abhishek Dubey Business Process Management

Mr.Samnvay Maniar Marketing

Mr. Jignesh Desai Real Estate

Mr. Viral Shah Research & Development

Mr. Dhaval Desai Human research

ESTABLISHMANT:

NJ FUNDZ INDIA INVEST PVT.LTD is the reputed company who is

constantly growing in financial advisory business and investment guidelines.

NJ FUNDZ has one story of its establishment which shows the dark history of

company. Today, NJ FUNDZ is successful in market. It is recognized for

investment and financial solutions but before acquired this position NJ FUNDZ

had crossed the and cumbersome time.

NJ FUNDZ INDIA INVEST is story of two dynamic young persons. Both

have passion to do something different. Niraj Choksi from Surat and Jignesh

Desai from Navsari are two young risk taker leaders provident Both have

ambitions to do something new in investment sector After completion of 12 th

standard higher secondary education by Niraj Choksi he want to Vallbh

Vidhyanager for Pursuing BBA degree.

Other side Jignesh Desai was also was in Vallabh Viidhyanagar for

pursuing the diploma degree in civil engineering. Both youngsters from

different cities were room partners at hostel both had completed their degree

education but both were thought different to do in next career. Ravindrabhai

choksi father of the Neeraj was industrialist but he refused to join with his

father. Other side Jignesh Desai is also had different thinking.

Both have decided to make a partnership and work together on the new

way. This partnership was the reason of born of NJ FUNDZ INDIA INVEST. In

1993 they had started share broking office at Nanavati in Surat. This small

start might be change in big empire this not to them.

They had installed computer system to analyze the market volatility at that

time. Computer system made them different from other share brokers. For the

market study, the computer system worked efficiently with prefect result. This

changed make by both youngsters in market. Because at that time Computer

did not use to study share market.

Both had an analyzed that to invest money in share market was so risky

but it was not risky in mutual Fundz than share market. They had studied

market and choose the different way. They had concentrated on mutual Fundz

industry. In 1994, they had started NJ FUNDZ Capital Stock. Initially this was

a share broking company but they turn toward the mutual Fundz in 1995-96.

After started the business of mutual funds, they had seen Harshant Mehata

share market scam.

Investors had decided to stop invest money in market forever. But both

partners had kept patience and they wait for good time. This was the difficult

situation for the NJ FUNDZ but after this situation NJ FUNDZ has made the

successful progress in mutual funds industry. Today in capital market NJ

FUNDZ has invested 8500/- CR. In mutual funds. With the huge empire, NJ

FUNDZ is going straightforward in market with large experience and support of

knowledge.

Mission & Vision

Doing the 'right' thing is a virtue most desirable. The difference between success

and failure is often not dictated by knowledge or expertise but by its actual

application and perseverance. When it comes to

successful wealth creation for customers, it is

something that NJ India Invest believe & practice.

For us it is more than a mission; it is what defines

our lives and our actions at NJ India Invest. With this

passion, NJ India Invest continue to evolve and

make the right product accessions and service

innovations in our offerings. To the advisors, NJ

India Invest offer a 360 comprehensive business

platform with unmatched IT solutions, empowering

them to set the best practice standards and deliver

real value to their customers. Over the years, our

passion has seen us grow from strength to strength

and expand rapidly, setting new benchmarks in the

process. But to us, what really matters most is the

number of lives NJ India Invest have managed to

transform and NJ India Invest still have a long way

to go...

NJ IndiaInvest Pvt. Ltd. is one of the leading advisors and distributors of financial

products and services in India. Established in year 1994, NJ has over a decade

of rich exposure in financial investments space and portfolio advisory services.

From a humble beginning, NJ over the years has evolved out to be a

professionally managed, quality conscious and customer focussed financial /

investment advisory & distribution firm.

NJ prides in being a professionally managed, quality focused and customer

centric organisation. The strength of NJ lies in the strong domain knowledge in

investment consultancy and the delivery of sustainable value to clients with

support from cutting-edge technology platform, developed in-house by NJ.

At NJ India Invest believe in ..

  having single window, multiple solutions that are integrated for simplicity and sapience

  making innovations, accessions, value-additions, a constant process

 providing customers with solutions for tomorrow which will keep them above the curve,

today

NJ had over INR 10,000* Crores of mutual fund assets under advice with a wide

presence in over 100+ locations in 21 states in India. The numbers are

reflections of the trust, commitment and value that NJ shares with its clients.

At NJ, NJ India Invest continue to innovate, enrich our intellect, and ask critical

questions. NJ India Invest challenge our own processes and systems on

constant basis to emerge more convinced. At NJ, NJ India Invest continue to

expand the scope and depth of our offerings, making apt use of technological

support.

Products offer by Nj india invest

Products:

NJ offers advisory and distribution services on the following products.

Investment Products:

Mutual funds – covering all AMCs & all schemes,

Fixed Deposits of companies,

PMS products (Third party & NJ)

Government/RBI bonds,

Infrastructure Bonds,

Approved securities for charitable trusts, etc

Real Estate:

Residential properties

Commercial properties

Training & Education:

Certification training courses

AMFI

CFP

Training products

Services offer by Nj india invest

Services:

Trading&DematAccount:

NJ India Invest Pvt Ltd offers benefits of trading and depository services under

one roof. NJ is registered as a Member with Bombay Stock Exchange (BSE) &

National Stock Exchange (NSE). NJ is also registered as a Depository

Participant of CDSL. Dematerialisation and trading in the demat mode is the

safer and quicker alternative to holding physical securities. Under the depository

services the securities are held in electronic form for the investor directly by

Depository.

At NJ, NJ India Invest are committed to provide complete depository services

which is convenient, safe and secure. Customers can approach the DP Helpdesk

for any queries & grievances that they may have.

*Application forms for Trading Account & Demat Account:

For Individual

For Non Individual

DIVISIONS OF NJ INDIA INVEST

NJ INDIA INVEST

NJ Fundz NJ Wealth NJ Gurukul Finlogic

NJ Realty

Network Advisors Technologies Pvt Ltd

NJ Fundz Network, started in 2003, is a dedicated channel for providing

independent financial advisors or IFA's with a complete business platform

for the strengthening and development of their advisory practice. NJ offers

advisors under its network will all the products; support and services that

enables them add considerable value to their business, emerge as a 'new

age professional financial advisor' and compete confidently in the

industry. 

Established as a distinct entity, NJ Wealth Advisors Pvt. Ltd. seeks to offer

comprehensive financial planning and portfolio advisory services to

premium clients. NJ Wealth Advisors offers its clients with quality,

unbiased, need-based advisory services & investment solutions.

NJ Wealth Advisors is a provider of comprehensive investment advisory

and product distribution services. With a strong lineage, NJ Wealth

Advisors possesses rich experience and strong domain understanding in

delivering quality investment advisory services to its clients.

This division provides the training to their employee regarding the how to

selling the products and services in the market and also give the current

scenario about the position about the mutual fund. This sporadic growth in

terms of need of performers in financial advisory services has lead to the

crunch of available performers. Though lots of youngsters are getting into

financial advisory services, but the greatest challenge is of RIGHT

SELLING, for which adequate Training is a prerequisite. Advisory function

demands updated knowledge, backed up by honed skills to fetch effective

business.

Today, NJ Gurukul has emerged as the leading provider of training

solutions with a considerable contribution to the financial advisory

industry. It is a silent worker, now being noticed not only by NJ Network

Partners but even by students looking forward for steering to be

successful, by corporates to bring shine to their employees, by industries

to become more functional and by all to learn correct English through NJ

Gurukul's classroom as well as the Distance Learning Programs, English

for all.

Finlogic Technologies India Pvt Ltd (previously Finlogic India) was started

in 2000 with a view to develop software applications to support the

growing (financial services) distribution business. The company

possesses strong domain knowledge in the investment distribution space,

as the company was promoted by NJ India Invest Pvt Ltd, a leading

investment distribution company.

Technology has traditionally been NJ's key strength. Our offering on the

technological front is unmatched, vibrant, and comprehensive in nature.

Our focus & commitment on technology can be gauged from the fact that

NJ India Invest have set-up distinct entity with a very strong, talented

work-force for the sole purpose of providing the best to NJ in terms of

technology and support. Finlogic Technologies (India) Pvt. Ltd. does all

the development & support work in-house on a continuous basis. It has

successfully developed & implemented a powerful support system for the

mutual fund distribution business at NJ with a provision for integrating the

same with other investment products as well as the financial accounting

system.

At NJ India Realty, company understands the challenges in shaping reality

from your realty aspirations. With company’s fully integrated end-to-end

service model it offers solutions that would enable you to meet the

challenges of development, fortify your own transformation and exploit the

opportunities available in the Indian realty sector. At NJ India Realty they

have made backward & forward integration of value-added services to the

core-realty services which lie at the heart of the business. The services at

NJ India Realty enable continual partnership right from idea to its reality,

encompassing all functional & operational undertakings.

Achievement of Nj India invest

Some of the awards & recognitions that NJ

India Invest have received in past..

Year 2000:

For Outstanding Performance presented by

Chairman, Prudential Plc. at London

Year 2002:

For Outstanding Performance presented by

Group Chief Executive, Prudential Plc. at

London

Year 2003:

For Outstanding Performance presented by Group Chief Executive, Prudential

Plc. at London

Year 2004:

Among Most Valued Business Associates presented by HDFC Standard Life at

Edinburgh, Scotland

Year 2004:

For Outstanding Performance by Deputy CEO, Prudential Singapore at Malaysia

Year 2006:

Award for mobilising the Highest Number of SIPs at National Level by Fidelity

Mutual Fund Plc at Mumbai

Year 2006:

Award – Vietnam

Comments from Industry Stalwarts:

The essence of investment consultancy lies in optimal asset allocation as against

security selection or timing the markets for clients. NJ understands this very well

and has added significant value to the clients through this approach. I am sure

with this new initiative; a much larger number of clients will be able to benefit

from this approach. I wish them all the best in this initiative - Prashat Jain, CIO,

HDFC AMC

The success of any business lies in innovation ahead of times and NJ has

proved it time again - Rajan Krishnan, Principal Pnb AMC

MARKET POSITION & MARKET SHARE:

NJ India Invest are headquarters in Surat, India and have more than INR

8500*Cr. Of mutual fund assets under advice, with a wide presence at over 110*

location in 20* states in India. The numbers are reflection of the trust,

Commitment and value the NJ FUNDZ shares with 11 lacs customer base with

over 15000 advisors. As private organization of financial advisors.

Market Share:

NJ FUNDZ INDIA INVEST has market share of 20% out of all mutual funds

industry. In worldwide recession time NJ FUNDZ market share increased from

10% to 16%. This shows that NJ FUNDZ has in Mutual funds industry. It is

one of the prominent investment avenue centre for advisors and their investors

in market.

SWOT ANALYSIS:

S: STRENGTH

Strong base with presence in 22 states in India with 130 locations.

Highly trained investment advisory team.

The number one mutual fund distributor in India

Tie up with all leading mutual fund and capital investment companies

Enjoying monopoly in the market

W: WEAKNESSES

Low initial returns from mutual funds of 2-3% compared to 15 to 35% for

the advisors.

Wide varieties of more than 900 mutual fund products very tough to find

the ideal product for investment.

O: OPPORTUNITIES

Very few mutual fund advisors and huge demand for them

Regular and long term income stream from SIPs

Add a wide variety of products, solutions available for clients

Greater solution to meet diverse needs of the clients

T: THREATS

Current economic slowdown of mutual fund industry

Many domestic and global companies are interested to enter due to vast

untapped market