Client Services
NJ E-Wealth A/C Service
As a client of our NJ E-Wealth A/c service you can enjoy some big, tangible benefits. You can do hassle, worry and error free transactions in a very easy, time and cost effective manner – any time, any where.
We offer easy transaction facility and few very unique services for mutual fund transactions in our NJ E-Wealth A/c service, as given below.
We offer easy transaction facility :
We offer easy transaction facility and few very unique services for mutual fund transactions in our NJ E-Wealth A/c service, as given below.
- Fresh Purchase /Additional Purchase /Redemptions /Switch Transactions
- SIP and STP registration
- NFO – Purchase, Switch and SIP Registration
- Equity Stock SIP registration
- Equity IPOs and Debt IPOs Application
- Comprehensive reports
Multiple Transactions Modes :
What's more, we offer multiple modes of doing transactions as listed below...
- Mobile: Transact through application on your mobile
- Online Desk: Transact through online Trading Account Desk
- Phone: Call and transact through your phone
- Offline: Transact through physical instructions
Client Desk
The Client Desk is a premium offering for our clients which consolidates entire wealth/portfolio information, covering every major financial /non-financial product, for an entire family or an organisation. The access to the Client Desk is given through an highly secured, unique login-id and password to every client.
The information inside the desk is updated on a daily basis and all transactions done through us are automatically updated so that clients need not make any entries. The Client Desk empowers you by keeping you updated & informed, anytime any where – throgh online access or through a mobile application.
Qualified and experienced relationship managers
We have well qualified and experienced relationship managers who build and maintain relationships with clients and partners. They give clients personalized advice, build rapport and provide quick responses to their inquiries.
Assistance in claim settlement
Claim settlement is one of the most important services. We are in the business of full assistance in settling a claim, rather than selling insurances. We provide our full assistance in claim settlement with cashless and reimbursements.
KALYAAN WEALTH is a team of highly qualified and skilled professionals creating and managing wealth for customers to achieve complete financial independence, our mission is to help individuals, families and communities to achieve financial security, build wealth and realize their dreams.
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Kalyaan Wealth Finserv Private Limited
Registered & Corporate Office:
1st Floor Geeta Gopal Bhawan,
Anaj Mandi
Ambala Cantt-133001, Haryana
Email: support@kalyaanwealth.inContact No: 9991532122
Registered & Corporate Office:
1st Floor Geeta Gopal Bhawan,
Anaj Mandi
Ambala Cantt-133001, Haryana
Email: support@kalyaanwealth.inContact No: 9991532122