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NJ Trading & Demat Account. Presenting. Presenting Power for Your Investments. Need of Change ….???. Modern Transaction System. Current Transaction System. Need of Change....???. Speedy Transaction Execution. Accurate Transaction, Zero Queries. Benefits of NJ Trading & Demat AC.

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  1. NJ Trading & Demat Account Presenting Presenting Power for Your Investments

  2. Need of Change ….??? Modern Transaction System Current Transaction System

  3. Need of Change....??? Speedy Transaction Execution Accurate Transaction, Zero Queries

  4. 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.

  5. Benefits of NJ Trading & Demat AC Multiple mode of transaction. All Transaction can be registered in any mode of transaction Offline - Using single application & cheque Online Through Net banking Call N Transact

  6. Benefits of NJ Trading & Demat AC Bouquet of products Mutual Funds Capital Market & ETF Smarter way of building Liquid AUM @ low operational cost

  7. Benefits of NJ Trading & Demat AC All types of Transactions possible. In mutual Funds SIP Purchase Redemption Inter AMC Switch & STP In Capital Market Buy / Sell Equity SIP EFT SIP

  8. 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.

  9. Benefits of NJ Trading & Demat AC Payment collection through ECS & Auto debit Facility for SIP for Online, on call & offline. ECS Facility for all banks subject to ECS location. 8 Banks through Auto Debit for SIP. ICICI , HDFC , AXIS , SBI , BOB , UBI , IDBI & CITI BANK

  10. Benefits of NJ Trading & Demat AC Benefits of NJ Trading & Demat AC Saves operational time & efforts • Consolidated 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.

  11. 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

  12. Benefits of NJ Trading & Demat AC Ease of charging Fees from clients Expand your reach beyond the geographical barrier.

  13. 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.

  14. Benefits of NJ Trading & Demat AC Current Mutual Fund holding Can be Converted in demat. Centralized Customer Care (18002000155) For Clients

  15. MF Trading on Exchange Transactions

  16. Exchange Transactions – Mutual Fund • Purchase • Redemption • SIP transactions offered on stock Exchange. Note :-Switch & STP will be available soon

  17. Mode's of Exchange Transactions -Online On line through Net Banking

  18. Mode's of Exchange Transactions - Online • 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.

  19. Mode's of Exchange Transactions - Online Transaction Demo – On line

  20. Login Screen

  21. Login main menu

  22. Mode's of Exchange Transactions - Online 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.

  23. Purchase Transaction - Confirmation

  24. Bank Login - Payment & Confirmation

  25. Off-line through physical applications

  26. Mode's of Exchange Transactions -Offline 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.

  27. Let's Chek SIP Enrollments

  28. SIP on Exchange • 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

  29. Online SIP Registration Online SIP can be registered irrespective of any Bank AC

  30. Transaction Menu Click here to register New SIP

  31. SIP Registration

  32. Registration Menu

  33. Registration receipt

  34. Offline SIP Registration from

  35. Redemption Transaction - Screen

  36. Switch through TA-DA Switch on Exchange

  37. Switch through TA-DA • Switch Important Points: • Inter AMC transaction switch available • NJ is offering the Transaction platform. • Two separate transactions (Redemption & Purchase respectively) shall be executed for single switch transaction submitted by client – Whether switch made in same AMC or inter AMC • Customer enters Switch-In amount or gives “All units” switch • Scheme investment criteria of purchase & redemption shall be applicable • Brokerage shall be levied only on Switch in Transaction (Purchase) • No brokerage shall be levied on switch-out (redemption). • If switch out is rejected switch in transaction will also be rejected. • If switch in transaction is rejected the switch out amount will be credited to client's registered bank account. • There are 2 options for Switch transaction execution i.e. • T day • Fund realization

  38. Modes available for Switch at NJ Switch through Multiple Modes Switch can be made using any of the modes as convenient by the customer Through Call Physical (selected centers only) Online All modes available for switch Transactions

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