Online PMS Desk

At NJ Asset Management Private Limited, we provide our Clients with an online account called "PMS Desk". The PMS Desk enables our Clients to login to their account to get information of their investments with us, any-time, anywhere. All the data and reports are updated on a daily basis and detailed information on valuation, transactions, holdings, performance, etc. are available to the clients at the ease of a button. The PMS Desk also provides access to important documents and forms and makes the entire process of tracking portfolios hassle free & fun.

Client Reporting

NJ Asset Management Private Limited would be updating the clients on a regular basis of their portfolio through periodical reports, as mentioned below. Important reports are also available on the Online Desk.

Option of Direct On-Boarding of Clients

The Portfolio Manager offers the option of direct on-boarding to clients under the Discretionary Services. At the time of on-boarding of clients directly, no charges except statutory charges shall be levied for the on-boarding. The Client may download the Application from the website of the Portfolio Manager at www.njpms.in for availing the Portfolio Management Services and submit the same with required details and documents for direct on-boarding at the office of the Portfolio Manager.

Reports sent through e-mail / hard copies / available online

• Holding/ Asset Allocation Statement
• Transaction Statement
• Expenditure Statement
• Performance Statement
• Corpus Movement Report
• Capital Gain Report

Annual Reports:

• Audited Profit & Loss Report
• Audited Balance Sheet Statement