Welcome to FinFit Investor Services
Your financial fitness partners
One of the most essential Life Skills is Managing Personal Finances. However, the exposure in this area is limited within our formal education system. In reality, all individuals have to focus on this aspect throughout their life – during the earning years as well as during one’s retirement. Our mission is to help individuals and families understand various aspects of Personal Finance to suit their individual needs and guide them in this journey on various investment opportunities, along with associated risks and returns. With this objective, every family gets to focus on their ‘Financial Fitness‘ at different stages of life.
Why is Financial Fitness Important?
Being financially fit will help create and achieve goals for each stage of your life. Being a more organized person will pave way for success and happiness.
It helps you to become financially independent for yourself and your loved ones.
When it comes to the question of survival in the years ahead, it provides a cushion to manage uncertainty and ensure financial security, with a relaxed mind.
At FinFit Investor Services, we partner with our clients to provide professional investment services across various financial products such as Mutual Funds, Direct Equity, Non-Convertible Debentures, Infrastructure / RBI Bonds, Capital Gains Bonds, Company Deposits, Portfolio management services and Insurance to suit their needs.
We have a comprehensive state of the art technology platform and dedicated client servicing support in partnership with NJ Wealth – Financial products distribution network and have tie-ups with all Asset Management Companies (AMCs) in India and all mutual funds schemes are part of the product basket.
Client Services
E-Wealth Account
As a client of our NJ E-Wealth A/c service you can enjoy some big, tangible benefits. You can do hassle and error free transactions in a very easy, time and cost effective manner – anytime, anywhere.
We offer easy transaction facility and few very unique services for mutual fund transactions in our NJ E-Wealth A/c service, as given below.
- Fresh Purchase /Additional Purchase /Redemptions /Switch Transactions
- SIP and STP registration
- NFO – Purchase, Switch and SIP Registration
- Equity Stock SIP registration
- Equity IPOs and Debt IPOs Application
- Comprehensive reports
What’s more, we offer multiple modes of doing transactions as listed below…
- Mobile: Transact through application on your mobile
- Online Desk: Transact through online Trading Account Desk
- Phone: Call and transact through your phone
- Offline: Transact through physical instructions
PORTFOLIO MANAGEMENT SERVICES
The investor has many financial needs, the primary amongst which is long-term wealth creation. Unfortunately, a lot of investors either lack the time & energy or lack the expertise & discipline to manage their investments. Most investors today are yet to fully realise the benefits of investment opportunities available to them.
The idea is to offer clients with products that meet their needs for successful long-term wealth creation without too much of risk. The tag-line ‘Rest Assured’ epitomises the idea to manage portfolio in a methodological way that provides superior risk-adjusted returns ensuring that clients can stay assured. We offer discretionary PMS products that help the client to meet their specialized portfolio management needs.
Client Desk
The Client Desk is a premium offering for our clients which consolidates entire wealth/portfolio information, covering every major financial /non-financial product, for an entire family or an organization. The access to the Client Desk is given through an highly secured, unique login-id and password to every client.
The information inside the desk is updated on a daily basis and all transactions done through us are automatically updated so that clients need not make any entries. The Client Desk empowers you by keeping you updated & informed, anytime any where – through online access or through a mobile application.
Insurance Desk
Insurance constitutes a very important aspect of any person’s or family’s financial life. Though we are all familiar with the “insurance” term, there exists a huge gap in “what the customer need” and “what the customer gets”. Finfit Investor Services, realizes this “need gap” and aims to fulfill it by providing you with 360 degree service offering to identify, satisfy and manage your insurance needs.
