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Client Desk

Client Desk. A Unique, Comprehensive Online Investment Account offered to all Clients of Partners. Client Desk Advantages - Clients. Strong differentiated offering – the quality & scope of the reports is unmatched

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Client Desk

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  1. Client Desk A Unique, Comprehensive Online Investment Account offered to all Clients of Partners

  2. Client Desk Advantages - Clients • Strong differentiated offering – the quality & scope of the reports is unmatched • All the mutual fund business done by the clients of NJ Fundz Network Partners is automatically uploaded online • The values of the Portfolio are updated on a daily basis so that you know the exact worth of your investments • For the Partners, it would help in branding their business & offering value-added services to the

  3. Client Desk Advantages - Partners • Client Desk would help creating a brand / preference for your services • Would greatly help in the following areas … • Client Acquisition • Client loyalty & Retention • Business Generation • Shifting of other mutual funds investments under you • The Client Desk is freely available to all your clients who make mutual fund investments through you as a Partner of NJ

  4. Using this Client Desk Demo • This demo gives a first hand view of the Client Desk and the reports / contents of the “online investment account” of your clients • You can show slides of this presentation to your prospective clients or simply study them for your own understanding • The Demo has links on the top of each slide which on clicking would talk you to the relevant report / page

  5. Entering the Client Desk • The client desk can be entered from either of the following • www.njfundz.com or • www.yoursite.njfundz.comif you are a Web Nest subscriber www.njfundz.com

  6. Client Desk

  7. Valuation Reports Client wise Date wise Type wise Sub-type wise Scheme wise Amount wise Summary Reports Scheme wise Type wise Client wise Sub-type wise Insight Reports AMC Exposure Sector Exposure Equity Holding Transaction Report List of Contents on Client Desk • Customized Reports • Customized Valuation Report • Customized Profit & Loss Report • Profit & Loss Reports • Client wise • Purchase date wise • Type wise (Detailed/ Summary) • Scheme wise (Detailed/ Summary) • Inflation Cost Index Wise • Performance Reports • Client wise • Type wise • Sub-type wise • Scheme wise • Utilities • Transaction Report • Add/ Edit PAN/ UIN • PAN UIN Submission • Other Reports • Credit Profile • Weighted Average Maturity • Dividend History • Change Password

  8. Valuation Report – Client wise

  9. Valuation Report – Date wise NJ Fundz Partner Details Client Details

  10. Valuation Report – Type wise

  11. Valuation Report – Sup-type wise NJ Fundz Partner Details Client Details

  12. Valuation Report – Scheme wise NJ Fundz Partner Details Client Details

  13. Valuation Report – Scheme wise Summary Client Details NJ Fundz Partner Details

  14. Valuation Report – Client wise Summary NJ Fundz Partner Details Client Details

  15. Valuation Report – Type wise Summary

  16. Valuation Report – Sub-type wise Summary

  17. Consolidated AMC Exposure Report

  18. Consolidated Sector Exposure

  19. Equity Holding

  20. Transaction Report

  21. Customized Valuation Report - Menu

  22. Customized Valuation Report

  23. Customized P & L Report - Menu

  24. Customized P & L Report

  25. Profit & Loss Report NJ Fundz Partner Details Client Details

  26. Profit & Loss Report – Purchase date wise

  27. Profit & Loss Report – Type wise (Detailed)

  28. Profit & Loss Report – Scheme wise (Summary)

  29. Client wise Performance Report

  30. Type wise Performance Report

  31. Scheme wise Performance Report

  32. Overall Performance Report

  33. Transaction Slip Printing

  34. Add – Edit PAN/UIN

  35. Photo Copy Submission Status

  36. Credit Profile

  37. Weighted Average Maturity

  38. Dividend History

  39. Change Password

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