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
1 Year Return
Minimum Investment
Experience
Active Clients
NJ Wealth Portfolio Management Review & Ratings by Franchisebyte
Portfolio Performance
Fees
Experience
Support
Facilities
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Star Rating
Overview of NJ Wealth Portfolio Management Services
Organization Type
Head Office
Founder
Founded In (year)
No. of Active Clients
Minimum Investment
Investment Strategies
NJ Wealth PMS Returns or Performance
1 Year
Nifty 50 - 1 Year
3 Year
Nifty 50 - 3 Year
5 Year
Nifty 50 - 5 Year
NJ Wealth PMS Charges or Cost
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
Exit Load 2nd Year
Exit Load 3rd Year
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
NJ Wealth Portfolio Manager - Customer Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
NJ Wealth Portfolio Management - Investment Facilities
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
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NJ Wealth PMS - SEBI Details
SEBI Reg. No.
Contact Person
Email ID
Telephone No.
Address
Starting Date
NJ Wealth Portfolio Management Services - Eligibility Criteria
Age
Nationality
Investment
NJ Wealth Portfolio Management - Documents Required
PMS Agreement
POA
Demat Account
PAN
Address Proof
NJ Wealth PMS Backoffice or Dashboard Link
Web Platform