Products
Investor Services
We Offer Various Products for Your Financial Growth!
Finvest India not only provides a rich product basket to our valued investors but a holistic platform for an entire family to record, report & manage a comprehensive portfolio of holdings into multiple financial products.
We are proud to offer the following highly acclaimed products to our investors.
Mutual Funds
Mutual Funds
Equity Funds
A private equity fund is a collective investment scheme used for making investments in various equity securities.
Balanced Funds
A balanced fund is a mutual fund that contains stock, bond and sometimes money market component in a single portfolio.
Debt Funds
Debt fund is an investment pool like mutual fund or exchange-traded fund with fixed income investments.
ELSS Funds
Many Mutual Fund investors are hunting for the best equity-linked saving scheme or ELSS to save taxes under Section 80C of Income Tax Act.
Small Cap Funds
These mutual funds select stocks for investment from the largest 100 stocks listed in the Indian Market. (Highest Market Capitalization)
Large Cap Funds
These mutual funds select stocks for investment from the small-cap category, which includes all stocks except the largest 250 stocks.
CAPITAL MARKET – DIRECT EQUITY & ETF
Fixed Income
Insurance
Investor Services
NJ E-WEALTH Account Service
We offer easy transaction facility and few unique services for mutual fund transactions in our NJ E-Wealth Account service, as given below.
1. Fresh Purchase / Additional Purchase2. Redemptions /Switch Transactions
3. SIP and STP registration
4. NFO – Purchase, Switch and SIP Registration
5. Equity Stock SIP registration
6. Equity IPOs and Debt IPOs Application
7. Comprehensive reports
What's more, we offer multiple modes of doing transactions as listed below...
Mobile: Transact through application on your mobileOnline Desk: Transact through online Trading Account Desk
Phone: Call and transact through your phone
Offline: Transact through physical instructions
CLIENT DESK
The access to the Client Desk is given through a highly secured, unique login-id and password to every client. The information inside the desk is updated daily and all transactions done through us are automatically updated so that clients need not make any entries.
Client Desk empowers you by keeping you Updated & Informed, Anytime Anywhere –
1. Through online access or
2. Through a mobile application.
MARS
We have a unique offering for our NJ E-Wealth A/c Clients called 'MARS' that very effectively gives the answer to this problem
MARS is a technology-powered tool that helps in managing asset allocation through periodic rebalancing of portfolios which involves a research & logic driven scheme selection process
With two broad asset allocation offerings – Dynamic & Fixed. MARS is the answer to client worries about portfolio management
Portfolio Management Services
Portfolio investments are investments in the form of a group (portfolio) of assets, including transactions in equity, securities, such as common stock, and debt securities, such as banknotes, bonds, and debentures.
Portfolio investment covers a range of securities, such as stocks and bonds, as well as other types of investment vehicles.
A diversified portfolio helps spread the risk of possible loss because of the below-expectations performance of one or a few of them.
Aggressive
An aggressive investment strategy typically refers to a style of portfolio management that attempts to maximize returns by taking a relatively higher degree of risk.
Defensive
A defensive investment strategy entails regular portfolio rebalancing to maintain one's intended asset allocation; buying high-quality, short-maturity bonds and blue-chip stocks; diversifying across both sectors and countries; placing stop-loss orders; and holding cash and cash equivalents in down markets.
Hybrid
Hybrid funds offer investors a diversified portfolio. The term hybrid indicates that the fund strategy includes investment in multiple asset classes. Hybrid funds are commonly known as asset allocation funds.
Why Finvest India for Portfolio Management Services (PMS)
Finvest India in tie-up with NJ Asset Management Private Limited (NJAM), seeks to bridge this gap by offering customized Portfolio Management Services (PMS) to clients.
The idea is to offer clients products that meet their needs for successful long-term wealth creation without too much risk.
The tagline ‘Rest Assured’ epitomizes the idea to manage the portfolio in a methodological way that provides superior risk-adjusted returns ensuring that clients can stay assured. We offer discretionary PMS products that help client to meet their specialized portfolio management needs.
NJAM is a SEBI Registered Portfolio Manager based in Surat. We leverage the rich investment management and financial products distribution experience of over 20 years of NJ India Invest Private Limited, one of the leading players in the financial services industry
