profit tantra-mutual fund online platform ppt
TRANSCRIPT
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Presenting
NJ Trading & Demat Account
Presenting Power for Your Investments
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Need of Change ….???
Current Transaction System Modern Transaction System
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Accurate Transaction, Zero Queries
Speedy Transaction Execution
Need of Change....???
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Benefits of NJ Trading & Demat AC
One time documentation
No Need to Maintain KYC / Pan records of each client.
No Need to fill up Bank Mandate every time along with SIP application.
For any modification to be done only in single application required.
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Benefits of NJ Trading & Demat AC
Multiple mode of transaction.All Transaction can be registered in any mode of transaction
Call N Transact Online Through Net banking
Offline - Using single application & cheque
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Benefits of NJ Trading & Demat AC
Mutual Funds
Capital Market & ETF
Bouquet of products
Smarter way of building Liquid AUM @ low operational cost
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Benefits of NJ Trading & Demat AC
All types of Transactions possible.
In mutual FundsSIPPurchaseRedemptionInter AMC Switch & STP
In Capital MarketBuy / SellEquity SIPEFT SIP
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Benefits of NJ Trading & Demat AC
Multiple options of payment remittance for Lumsum purchase using online mode.
Any Bank offering Visa Debit Card can remit the money online.
6 Largest Bank for payment remittance through net banking.
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Benefits of NJ Trading & Demat AC
ECS Facility for all banks subject to ECS location.
Payment collection through ECS & Auto debit Facility for SIP for Online, on call & offline.
8 Banks through Auto Debit for SIP.
ICICI , HDFC , AXIS , SBI , BOB , UBI , IDBI & CITI BANK
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Benefits of NJ Trading & Demat ACBenefits of NJ Trading & Demat AC
Saves operational time & effortsConsolidated Application for multiple
schemes.
No more multiple application for advising different schemes.
Saves lot of travlling time & cost
High accuracy ratio hence minimum queries.
Time saved can be utilised for business generation activities resulted in to high revenue.
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Benefits of NJ Trading & Demat AC
Safe & Secured online Transaction
High Quality services with Lowest possible cost.- Instant alerts on all transaction done.- call N transact facility as never before.- periodical statements
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Benefits of NJ Trading & Demat AC
Ease of charging Fees from clients
Expand your reach beyond the geographical barrier.
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Benefits of NJ Trading & Demat AC
Simple an uncomplicated process to transfer units to nominee.
Open trading & demat ac in the name of nominee.
Provide the death certificate
Fill up transmission form.
with in couple of day all holing units will be transfered to nominee's account.
Note :- Above mentioned process is applicable assuming nominee is registered.
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Benefits of NJ Trading & Demat AC
Centralized Customer Care (18002000155) For Clients
Current Mutual Fund holding Can be Converted in demat.
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MF Trading on Exchange
Transactions
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Purchase
Redemption
SIP transactions offered on stock Exchange.
Exchange Transactions – Mutual Fund
Note :-Switch & STP will be available soon
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Mode's of Exchange Transactions -Online
On line through Net Banking
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Lumsum Purchase transactions,
Banks Account required for remitting the money online are
– HDFC, ICICI, AXIS
– Yes Bank, IDBI, SBI
Amount debited from bank account will include investment + brokerage amount
POA is Mandatory to avail this facility.
Cutoff time for same day NAV is 2:00 pm.
Instant email notification.
SMS alerts on each debit & credit.
Mode's of Exchange Transactions - Online
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Transaction Demo – On
line
Mode's of Exchange Transactions - Online
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Login Screen
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Login main menu
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Important note:Payment can only be done from the bank, which is registered with your Trading
Account. If multiple transaction are added, a single payment will be made after consolidating all
the amount. Total Amount will be Investment Amount + Brokerage charges.
Mode's of Exchange Transactions - Online
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Purchase Transaction - Confirmation
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Bank Login - Payment & Confirmation
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Off-line through physical applications
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Lumsum Purchase transactions,
All Bank Account cheques accepted.
Cheque Amount would be Transaction Amount + Brokerage Amount
Cheque amount below 1 lac, same day NAV applicable.
Cheque amount above 1 lac, NAV of Cheque realization.
Cutoff time for same day NAV is as per branch.
Mode's of Exchange Transactions -Offline
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Let's Chek
SIP Enrollments
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Registration of Bank Mandate is compulsory.
SIP's of multiple AMCs / Schemes can be registered.
For ECS Location – All Banks eligible for SIP registration.
For Non ECS Centers Auto Debit facility available for below banks
(Axis, CITI, ICICI , IDBI & UBI,SBI,HDFC ,IDBI, BOB)
On Stock Exchange SIP can be registered in all mode of
transaction.
Online , Offline , On call
First installment Cheque is not required.
SIP will be registered in 10 working days
SIP on Exchange
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Online SIP Registration
Online SIP can be registered irrespective of any Bank AC
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Click here to register New SIP
Transaction Menu
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SIP Registration
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Registration Menu
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Registration receipt
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Switch through TA-DA
Switch on Exchange
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