Services
INVESTMENT ASSESSMENT
The first step for proper investment planning starts with assessing your actual need for investment. We would help you to know how much you need to save to meaningfully fulfill your responsibilities in life and also achieve your prominent financial objectives /goals in life.
WEALTH MANAGEMENT
Wealth management is a broach subject and it covers broad areas of wealth creation, retention and management. Our role would be to engage with in planning and executing solutions and strategies for achieving your multiple financial objectives.
PRODUCTS DISTRIBUTION
Every planning or solution needs proper execution to fructify into desired results. As financial product distributors, we offer you access to a wide range of financial and non-financial products that will help you to implement your plans effectively and more importantly, as per your risk.
Product Basket
Mutual Funds
We have all the mutual fund schemes on offer by virtually all the Asset Management Companies (AMCs) in the country. As a client, you can access any scheme with us, either in physical mode or even in a demat /stock-exchange mode with Trading Account services.
Capital Market
We also offer our clients with NJ E-Wealth A/c services through one of the India’s leading & highly reputed distribution houses. With the same you will have easy access to capital market products of direct equity stocks and Exchange Traded Funds (ETFs).
Fixed Income
We also offer clients with diverse fixed income products, namely Non-Convertible Debentures (NCDs), Infrastructure and RBI Bonds, Company Deposits, etc. from some of the leading companies, institutions in India.
PMS
We offer Portfolio Management Services (PMS) strategies with direct equity and mutual funds as the underlying products from the leading PMS providers in India. Some of our PMS strategies are exclusive in the market which can only be subscribed through us.
INSURANCE
SiyaRam Mutual Funds and Insurance Services is the part of NJ Insurance broker. We can offer you insurance services of almost all major companies like LIC, HDFC Insurance, ICICI Insurance, MAX Insurance, Star Health, Aditya Birla, Bajaj Allianz, Kotak etc. both Life Insurance and General Insurance. We also offer Group policies at industry level at competitive rates.
Best Client Services
We understand that merely having a rich product basket is not enough for our valued clients.
What clients really need is a holistic platform for an entire family
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 organization. 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 – through online access or through a mobile application.
E Wealth Account
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
Put You & Your Family in Good Hands of:
SiyaRam Mutual Funds and Insurance Services
Get In Touch
Our Agents will love to guide and serve you for the better future of yourself and your family.