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NJ Wealth PMS (Portfolio Management Services) is a premier investment solution designed to cater to the diverse financial goals of investors.

Known for its expertise in equity investments, this PMS house offers a range of strategies tailored to maximize returns through research-driven portfolio management.

The NJ Wealth Portfolio Management services prioritize client-centric solutions, leveraging deep market insights, robust risk management, and innovative strategies to deliver consistent results.

NJ Wealth PMS - Snapshot

Total AUM

Rs.4448.07 Cr.

1 Year Return

37.94%

Minimum Investment

Rs.50 Lakh

Experience

30 Years

Active Clients

3,484

NJ Wealth Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

4.18 / 5

Fees

3.98 / 5

Experience

4.16 / 5

Support

4.06 / 5

Facilities

4.02 / 5

Overall Rating

4.08 / 5

Star Rating


Overview of NJ Wealth Portfolio Management Services

Organization Type

Public

Head Office

Mumbai, Maharashtra

Founder

Neeraj Choksi & Mr. Jignesh Desai

Founded In (year)

1994

No. of Active Clients

3,484

Minimum Investment

Rs.50 Lakh

Investment Strategies

4

NJ Wealth PMS Returns or Performance

1 Year

37.94%

Nifty 50 - 1 Year

17.34%

3 Year

14.77%

Nifty 50 - 3 Year

13.57%

5 Year

21.73%

Nifty 50 - 5 Year

20.77%

NJ Wealth PMS Charges or Cost

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

No Variable Fees

Variable Profit Sharing

No Variable Fees

Exit Load 1st Year

1.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

NJ Wealth PMS Investment Strategies

Strategy Name Bluechip Freedom ETF Multicap Balanced Advantage Portfolio
Start Date 12-Mar-18 09-Mar-18 02-Apr-16 12-Jan-21
Category Multi Cap ETF Multi Cap Fund Of Fund
Benchmark Nifty 50 Nifty 50 Nifty 50 Nifty 50 Hybrid Composite Debt 50:50 index
AUM (Rs.) Rs.1942.10 Cr. Rs.207.84 Cr. RS.720.82 Cr. Rs.182.83 Cr.
No. of Stocks Not Disclosed Not Disclosed Not Disclosed Not Disclosed
1 Yr. Return 34.53% 34.84% 59.39% 23.01%
3 Yr. Return 8.06% 12.86% 23.39% NA
5 Yr. Return 19.54% 17.01% 28.64% NA
Fund Manager Mr. Viral Shah Mr. Viral Shah Mr. Viral Shah Mr. Viral Shah

Top Portfolio Managers of NJ Wealth Portfolio Management Services

#1

Mr. Viral Shah

NJ Wealth Portfolio Manager - Customer Support

Call Support

Available

Email Support

Available

Chat Support

Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 5 Working days

NJ Wealth Portfolio Management - Investment Facilities

Custom Strategy

Provided

Strategy Switch

Provided

Switch Charges

1.50% of Fund Value

NRI Investment

Provided

Discretionary

Provided

Non-Discretionary

Provided

Early Exit

Provided

Early Exit Charges

1% within 1st Year

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NJ Wealth PMS - SEBI Details

SEBI Reg. No.

INP000003518

Contact Person

VARSHA SARAF

Telephone No.

026 1398 5965

Address

BLOCK NO.901,6TH FLOOR, B TOWER, UDHNA UDYOGNAGAR SANGH COMMERCIAL COMPLEX,, CENTRAL ROAD NO.10, UDHNA, SURAT, GUJARAT, 394210

Starting Date

Dec 22, 2015

NJ Wealth Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

NJ Wealth Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

NJ Wealth PMS Backoffice or Dashboard Link

Web Platform

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