Presentation is loading. Please wait.

Presentation is loading. Please wait.

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

Published byMonica Nichols Modified over 8 years ago

Similar presentations

Presentation on theme: "Presenting NJ Trading & Demat Account Presenting Power for Your Investments."— Presentation transcript:

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

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

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

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 Call N Transact Online Through Net banking Offline - Using single application & cheque

6 Benefits of NJ Trading & Demat AC Mutual Funds Capital Market & ETF Bouquet of products 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 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

10 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 Centralized Customer Care (18002000155) For Clients Current Mutual Fund holding Can be Converted in demat.

15 MF Trading on Exchange Transactions

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

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

18 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

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

20 Login Screen

21 Login main menu

22

23 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

24 Purchase Transaction - Confirmation

25 Bank Login - Payment & Confirmation

26

27 Off-line through physical applications

28 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

29 Let's Chek SIP Enrollments

30 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

31 Online SIP Registration Online SIP can be registered irrespective of any Bank AC

32 Click here to register New SIP Transaction Menu

33 SIP Registration

34 Registration Menu

35

36 Registration receipt

37 Offline SIP Registration from

38 Redemption Transaction - Screen

39 Switch through TA-DA Switch on Exchange

40 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

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

42

Download ppt "Presenting NJ Trading & Demat Account Presenting Power for Your Investments."

Similar presentations

ONLINE TRANSACTIONS!! Transaction with Ease… Anytime, Anywhere!!!

ONLINE TRANSACTIONS!! Transaction with Ease… Anytime, Anywhere!!!
What to ask What is the biggest challenge you face in your business today? What are your plans for future growth? How do you accommodate customers who.

What to ask What is the biggest challenge you face in your business today? What are your plans for future growth? How do you accommodate customers who.
A business makes payments for what it buys, In return it receives payments for goods it sells or services it provides.

A business makes payments for what it buys, In return it receives payments for goods it sells or services it provides.
E - Payment by Net Baking Mention your login name and password to login.

E - Payment by Net Baking Mention your login name and password to login.
Portfolio Management Services (PMS). Procedure related to Portfolio Management Services Account Opening Redemption Management Fees.

Portfolio Management Services (PMS). Procedure related to Portfolio Management Services Account Opening Redemption Management Fees.
Chit Fund Company Flowchart.

Chit Fund Company Flowchart.
Please enter your “Client id” Please enter your “Password” Please enter your “PAN/DOB” Please choose “Equity” as Product. Please click on “Submit”

Please enter your “Client id” Please enter your “Password” Please enter your “PAN/DOB” Please choose “Equity” as Product. Please click on “Submit”
Central Depository Services (India) Limited 14th ACG Cross Training Seminar.

Central Depository Services (India) Limited 14th ACG Cross Training Seminar.
Invest As you Earn Systematic Investment Plan. Real Return = Returns – Inflation - Tax Real returns are important as they tell you the actual increase.

Invest As you Earn Systematic Investment Plan. Real Return = Returns – Inflation - Tax Real returns are important as they tell you the actual increase.
The Smart Investor’s Choice.  The Goal of Most Investors it to Buy when the prices are Low, and Sell when the prices are High  Sounds simple, but trying.

The Smart Investor’s Choice.  The Goal of Most Investors it to Buy when the prices are Low, and Sell when the prices are High  Sounds simple, but trying.
CORPORATE SALARY PACKAGE. Benefits for Employees  Employees have free access to :  More than 21,000 State Bank Group ATMs  Internet Banking  Complete.

CORPORATE SALARY PACKAGE. Benefits for Employees  Employees have free access to :  More than 21,000 State Bank Group ATMs  Internet Banking  Complete.
ECS Process.  ECS mandate can be linked to the bank account mapped to your Sharekhan Trading account  ECS amount chosen by you on the ECS mandate represents.

ECS Process.  ECS mandate can be linked to the bank account mapped to your Sharekhan Trading account  ECS amount chosen by you on the ECS mandate represents.
Introduction   Business Scenario Finacle CBS Process Overview Key Terminologies Step by Step Process Demonstration Summary.

Introduction   Business Scenario Finacle CBS Process Overview Key Terminologies Step by Step Process Demonstration Summary.
Www.icicidirect.com How to invest in MF online?. Mutual Funds pool savings of a number of investors under a scheme and invest the same in a variety of.

How to invest in MF online?. Mutual Funds pool savings of a number of investors under a scheme and invest the same in a variety of.
NBFC DOCUMENTATION CREATE NBFC COMPANY IN ACCOUNTS AS PER SCREEN SHOWN BELOW CREATE NBFC FAMILY IN ACCOUNTS AS PER SCREENS SHOWN BELOW OPEN NBFC BENEFICIARY.

NBFC DOCUMENTATION CREATE NBFC COMPANY IN ACCOUNTS AS PER SCREEN SHOWN BELOW CREATE NBFC FAMILY IN ACCOUNTS AS PER SCREENS SHOWN BELOW OPEN NBFC BENEFICIARY.
But he could not visit branch to manage his policy amidst his BUSY SCHEDULE Thankfully, Mr. Mahesh can NOW manage His insurance policy at his fingertips.

But he could not visit branch to manage his policy amidst his BUSY SCHEDULE Thankfully, Mr. Mahesh can NOW manage His insurance policy at his fingertips.
1 Compliance Requirements November 27, 2012. Client registration & KRA requirements Formalities rationalized (agreements, signatures, documents) Availability.

1 Compliance Requirements November 27, Client registration & KRA requirements Formalities rationalized (agreements, signatures, documents) Availability.
User Guide. Service Benefits  Full on-line management of client accounts  Paperless direct debit – no signatures required  Standing orders fixed not.

User Guide. Service Benefits  Full on-line management of client accounts  Paperless direct debit – no signatures required  Standing orders fixed not.
How to Register yourself ?. The eligible candidates aspiring for admission to B.Ed. course session 2014-15 shall submit their application online on the.

How to Register yourself ?. The eligible candidates aspiring for admission to B.Ed. course session shall submit their application online on the.
PITCH We will provide prepaid payment instruments charging users zero transaction fees thereby reforming banking in India enabling users to “SHOP ANYWHERE.

PITCH We will provide prepaid payment instruments charging users zero transaction fees thereby reforming banking in India enabling users to “SHOP ANYWHERE.

Similar presentations

Ads by Google