Presenting

NJ Trading & Demat Account

Presenting Power for Your Investments

Need of Change ….???

Current Transaction System Modern Transaction System

Accurate Transaction, Zero Queries

Speedy Transaction Execution

Need of Change....???

Benefits of NJ Trading & Demat AC

One time documentation

No Need to Maintain KYC / Pan records of each client.

No Need to fill up Bank Mandate every time along with SIP application.

For any modification to be done only in single application required.

Benefits of NJ Trading & Demat AC

Multiple mode of transaction.All Transaction can be registered in any mode of transaction

Call N Transact Online Through Net banking

Offline - Using single application & cheque

Benefits of NJ Trading & Demat AC

Mutual Funds

Capital Market & ETF

Bouquet of products

Smarter way of building Liquid AUM @ low operational cost

Benefits of NJ Trading & Demat AC

All types of Transactions possible.

In mutual FundsSIPPurchaseRedemptionInter AMC Switch & STP

In Capital MarketBuy / SellEquity SIPEFT SIP

Benefits of NJ Trading & Demat AC

Multiple options of payment remittance for Lumsum purchase using online mode.

Any Bank offering Visa Debit Card can remit the money online.

6 Largest Bank for payment remittance through net banking.

Benefits of NJ Trading & Demat AC

ECS Facility for all banks subject to ECS location.

Payment collection through ECS & Auto debit Facility for SIP for Online, on call & offline.

8 Banks through Auto Debit for SIP.

ICICI , HDFC , AXIS , SBI , BOB , UBI , IDBI & CITI BANK

Benefits of NJ Trading & Demat ACBenefits of NJ Trading & Demat AC

Saves operational time & effortsConsolidated Application for multiple

schemes.

No more multiple application for advising different schemes.

Saves lot of travlling time & cost

High accuracy ratio hence minimum queries.

Time saved can be utilised for business generation activities resulted in to high revenue.

Benefits of NJ Trading & Demat AC

Safe & Secured online Transaction

High Quality services with Lowest possible cost.- Instant alerts on all transaction done.- call N transact facility as never before.- periodical statements

Benefits of NJ Trading & Demat AC

Ease of charging Fees from clients

Expand your reach beyond the geographical barrier.

Benefits of NJ Trading & Demat AC

Simple an uncomplicated process to transfer units to nominee.

Open trading & demat ac in the name of nominee.

Provide the death certificate

Fill up transmission form.

with in couple of day all holing units will be transfered to nominee's account.

Note :- Above mentioned process is applicable assuming nominee is registered.

Benefits of NJ Trading & Demat AC

Centralized Customer Care (18002000155) For Clients

Current Mutual Fund holding Can be Converted in demat.

MF Trading on Exchange

Transactions

Purchase

Redemption

SIP transactions offered on stock Exchange.

Exchange Transactions – Mutual Fund

Note :-Switch & STP will be available soon

Mode's of Exchange Transactions -Online

On line through Net Banking

Lumsum Purchase transactions,

Banks Account required for remitting the money online are

– HDFC, ICICI, AXIS

– Yes Bank, IDBI, SBI

Amount debited from bank account will include investment + brokerage amount

POA is Mandatory to avail this facility.

Cutoff time for same day NAV is 2:00 pm.

Instant email notification.

SMS alerts on each debit & credit.

Mode's of Exchange Transactions - Online

Transaction Demo – On

line

Mode's of Exchange Transactions - Online

Login Screen

Login main menu

Important note:Payment can only be done from the bank, which is registered with your Trading

Account. If multiple transaction are added, a single payment will be made after consolidating all

the amount. Total Amount will be Investment Amount + Brokerage charges.

Mode's of Exchange Transactions - Online

Purchase Transaction - Confirmation

Bank Login - Payment & Confirmation

Off-line through physical applications

Lumsum Purchase transactions,

All Bank Account cheques accepted.

Cheque Amount would be Transaction Amount + Brokerage Amount

Cheque amount below 1 lac, same day NAV applicable.

Cheque amount above 1 lac, NAV of Cheque realization.

Cutoff time for same day NAV is as per branch.

Mode's of Exchange Transactions -Offline

Let's Chek

SIP Enrollments

Registration of Bank Mandate is compulsory.

SIP's of multiple AMCs / Schemes can be registered.

For ECS Location – All Banks eligible for SIP registration.

For Non ECS Centers Auto Debit facility available for below banks

(Axis, CITI, ICICI , IDBI & UBI,SBI,HDFC ,IDBI, BOB)

On Stock Exchange SIP can be registered in all mode of

transaction.

Online , Offline , On call

First installment Cheque is not required.

SIP will be registered in 10 working days

SIP on Exchange

Online SIP Registration

Online SIP can be registered irrespective of any Bank AC

Click here to register New SIP

Transaction Menu

SIP Registration

Registration Menu

Registration receipt

Switch through TA-DA

Switch on Exchange