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NJ Client Desk NJ Partner Desk
Wealth Advisors

Advisor Services

AT NJ Global Wealth Advisors, we empanel licensed distributors across the globe for distribution of offshore funds to their investors. The NJ Global Wealth Advisors platform provides the advisors / sub-distributors, an access to plug and play solutions to rekindle their energies to zoom ahead in the business. With all the support and services from NJ, it helps the the advisors/ distributors to significantly cut costs related to administration and client servicing, adding to their bottom line.

Over and above of "Access to wide range of offshore funds" NJ provides the Super Six support to all our advisors across the globe:

Research

  • Ability & Expertise to identify the top performing Indian fund Manager
  • Daily market reports, Performance Watch.
  • Quarterly recommendation based on qualitative and quantitative analysis.
  • Quarterly research publication Fundz Watch & Wealth Watch.

Technology & Business MIS support

  • Administrative desk for complete Business Reports
  • Detailed business MIS report - RM wise & location wise on distributor desk
  • Separate RM desk giving details about the client's investments
  • Provides a snapshots of distributors clients holdings on any given dates
  • Provides details of transactions initiated through the platform
  • Provides details of total asset held under administration

Training

  • Comprehensive product / technology platform training to sales team
  • Ongoing meet about market & new product

Operations

  • Brokerage processing directly from one point
  • Upfront brokerage payment on 15th of next business month
  • Trail brokerage in 45 days of quarter end

Marketing & Sales

  • Flyers, leaflets, brochures.
  • Monthly newsletter and other presentations.
  • Emailers.
  • Investor education seminar & various other support required for client acquisition and retention.
  • Dedicated Relationship Manager to help distributors to design a business strategy and drive their sales.
  • Activity planning to increase their sales.

Strategic Input

  • Draw a business plan, design a strategy to develop & build partner's business.
  • Working closely with their team to drive sales.

The B2B Business model:
NJ Global Wealth Advisory platform enables advisors' / distributors' own brand visibility on all web pages and reports with their own logo. Clients can view client reports and Client Desk in the advisors' / distributors' own branding. NJ's B2B model assures client confidentiality, as we believe in growth through success of our business partners.