purchase redeem switch - nj group

Purchase

Redeem

Switch

AN EXCLUSIVE MOBILE APPLICATION TO TRANSACTIN MUTUAL FUND WITH NJ TRADING ACCOUNT

Go Mobile...

PRESENTING

NJ Trading Account (Mobile Application)NJ Trading Account is now available as Mobile Application, o�ering you the freedom to make Mutual Fund transactions - any time, anywhere. Now making a transaction is a matter of seconds with the application's simple & easy interface. Download your mobile application today !!

Download Mobile Application

Visit www.njwealth.in from your mobile browserand download NJ Mobile Trading Account Platform for your respective mobile platform

Or

APPLE BLACKBERRY ANROID(App Store) (App World) (Play Store)

Go Mobile...

1

STEP - 1 STEP - 2

Type your Login ID and Password

Type your Authentication Answer and click Next

LoginPages

MOBILE TRADING ACCOUNT PLATFORM

Your Home PageMenu

2

See your Current Portfolio Report with NAV,

Unit and Current Value

Click on back button to go on back screen

Click on Home button to return to home page


Home PageTransaction Page

3

Click on Menuicon to do various types

of transaction


Mr. Baldev Sinha Businessman - Mumbai

On the way to his o�ce Mr. Baldev decided to invest an additional amount of R2,00,000 in an existing Mutual Fund scheme in his portfolio. It took him hardly 5 minutes on NJ Trading Account (Mobile App.) to make the transaction & he received an instant con�rmation too.

With NJ M-TAP, now doing a transaction is just a matter of clicks on your mobile screen.

Simply click on the Scheme in which you

wish to make Additional Purchase

*Currently the New Purchase facility is available to customers registering their bank account and auto debit mandate ofICICI Bank, HDFC bank or AXIS Bank in the Trading and Demat Account.

5

STEP - 2STEP - 1

Click on Purchase

PurchaseAdditional Purchase


6

STEP - 3 STEP - 4

Verify the amount,Scheme name, etc. Tick

on the T&C and Con�rm the transaction.


Fill the amount details and click on Next


7

On successful completion you will get a msg with Transaction Ref. no. and

Mandate no. The same will also be sent to you via

SMS & Email

STEP - 5



RedemptionTransaction

8

STEP - 1 STEP - 2

Click on the existing scheme from which

you wish to do Redemption

Click on Redemption



9

STEP - 3 STEP - 4

Verify Scheme name, amount/unit you

want to Redeem and click Next

Verify the units,Scheme name, etc. Tick

on the T&C and Con�rm the Redemption



10

STEP - 5




SMS & Email

SwitchAny Scheme

11

STEP - 1 STEP - 2

Select the scheme you wish to do Switch From Click on Switch


SwitchAny Scheme

12

STEP - 3 STEP - 4

Select the scheme you wish to do Switch To. It can be existing scheme

or new scheme

Fill the details with scheme selection, SWI in execution, amount.

Click on Next


SwitchAny Scheme

13

STEP - 5 STEP - 6

Veri�ed the units,Scheme name, etc. Tick

the T&C and Con�rmthe Switch




SMS & Email

Mr. Rahul Goel Manager - Gurgaon

Mr. Rahul is on the way to Jaipur for a tour and on break of his journey, he decided to invest in a New Mutual Fund Scheme whose return is good. He found it so easy to do it with NJ Trading Account (Mobile Application) that in few minutes he made the Purchase & he received a con�rmation too, instantly.

With NJ M-TAP, now doing a transaction is just a matter of clicks on your mobile screen.

15

STEP - 1 STEP - 2

Click on Fresh Purchase

PurchaseFresh Purchase

Select the AMC, Scheme type and option of

growth or dividend and click Next


*Currently the New Purchase facility is available to customers registering their bank account and auto debit mandate ofICICI Bank, HDFC bank or AXIS Bank in the Trading and Demat Account.

16

STEP - 3 STEP - 4

Select the scheme you wish to INVEST in

Fill the details and click on Next



Verify the amount,Scheme name etc. Tick


17

STEP - 5 STEP - 6





SMS & Email

Click on Fresh SIP

PurchaseFresh SIP

18

STEP - 1 STEP - 2

Then, Click on New Schemes


First,Click on Transaction

Select the scheme you wish to INVEST in

PurchaseFresh SIP

19

STEP - 3 STEP - 4

Select the AMC, Scheme type and option of

growth or dividend and click Next


Fill the details like instalment frequency, SIP

amount, no. of instalments and click on Next

PurchaseFresh SIP

20

STEP - 5 STEP - 6

Verify the amount,Scheme name, etc. Tick



PurchaseFresh SIP

21

STEP - 6




SMS & Email

WEALTHFINANCIALPRODUCTSDISTRIBUTORSNETWORK

Block No. 901 & 902, 6th Floor, 'B' Tower, Udhna Udyog Nagar Sangh Commercial Complex, Central Road No. 10, Udhna, Surat - 394 210, Gujarat. Phone: 0261 398 5500

www.njwealth.in

Disclaimer: This document is strictly meant for private circulation and for awareness purposes only and is not recommendatory in nature. NJ India Invest Pvt. Ltd. ("NJ") has made every effort to ensure that the accuracy of the contents. M-TAP is a mobile based application directed at providing online transaction support to its users in mutual funds and other investment /financial or non-financial products. Users are requested to check the compatibility /functioning of the said application to your device. Users shall ensure that authentication /login credentials are kept strictly confidential and safe. NJ does not take any responsibility or liability expressed or implied in any manner, for any software, application, service or solution expressed in this document or otherwise.Any unauthorised usage or distribution of this document, in any form or manner, is strictly prohibited unless expressly permitted by NJ. This document is not a solicitation to buy or sell any investment product. Users /Investors are requested to seek expert guidance for making any transaction into any investment product and mutual fund schemes. Mutual Funds & securities investments are subject to market risks and there is no assurance or guarantee that the scheme objectives will be achieved. Past performance of the Sponsor/AMC/Mutual Fund is not indicative of the future performance of the Scheme. Mutual Fund investments are subject to market risks, read all scheme related documents carefully before making any decision. All disputes shall be subject to the exclusive jurisdiction of courts in Surat (Gujarat) only. All rights reserved.

purchase redeem switch - nj group

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