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AN EXCLUSIVE MOBILE APPLICATION TO TRANSACTIN MUTUAL FUND WITH NJ TRADING ACCOUNT
Go Mobile...
PRESENTING
NJ Trading Account (Mobile Application)NJ Trading Account is now available as Mobile Application, o�ering you the freedom to make Mutual Fund transactions - any time, anywhere. Now making a transaction is a matter of seconds with the application's simple & easy interface. Download your mobile application today !!
Download Mobile Application
Visit www.njwealth.in from your mobile browserand download NJ Mobile Trading Account Platform for your respective mobile platform
Or
APPLE BLACKBERRY ANROID(App Store) (App World) (Play Store)
Go Mobile...
1
STEP - 1 STEP - 2
Type your Login ID and Password
Type your Authentication Answer and click Next
LoginPages
MOBILE TRADING ACCOUNT PLATFORM
Your Home PageMenu
2
See your Current Portfolio Report with NAV,
Unit and Current Value
Click on back button to go on back screen
Click on Home button to return to home page
MOBILE TRADING ACCOUNT PLATFORM
Home PageTransaction Page
3
Click on Menuicon to do various types
of transaction
MOBILE TRADING ACCOUNT PLATFORM
Mr. Baldev Sinha Businessman - Mumbai
On the way to his o�ce Mr. Baldev decided to invest an additional amount of R2,00,000 in an existing Mutual Fund scheme in his portfolio. It took him hardly 5 minutes on NJ Trading Account (Mobile App.) to make the transaction & he received an instant con�rmation too.
With NJ M-TAP, now doing a transaction is just a matter of clicks on your mobile screen.
Simply click on the Scheme in which you
wish to make Additional Purchase
*Currently the New Purchase facility is available to customers registering their bank account and auto debit mandate ofICICI Bank, HDFC bank or AXIS Bank in the Trading and Demat Account.
5
STEP - 2STEP - 1
Click on Purchase
PurchaseAdditional Purchase
MOBILE TRADING ACCOUNT PLATFORM
6
STEP - 3 STEP - 4
Verify the amount,Scheme name, etc. Tick
on the T&C and Con�rm the transaction.
PurchaseAdditional Purchase
Fill the amount details and click on Next
MOBILE TRADING ACCOUNT PLATFORM
7
On successful completion you will get a msg with Transaction Ref. no. and
Mandate no. The same will also be sent to you via
SMS & Email
STEP - 5
PurchaseAdditional Purchase
MOBILE TRADING ACCOUNT PLATFORM
RedemptionTransaction
8
STEP - 1 STEP - 2
Click on the existing scheme from which
you wish to do Redemption
Click on Redemption
MOBILE TRADING ACCOUNT PLATFORM
RedemptionTransaction
9
STEP - 3 STEP - 4
Verify Scheme name, amount/unit you
want to Redeem and click Next
Verify the units,Scheme name, etc. Tick
on the T&C and Con�rm the Redemption
MOBILE TRADING ACCOUNT PLATFORM
RedemptionTransaction
10
STEP - 5
MOBILE TRADING ACCOUNT PLATFORM
On successful completion you will get a msg with Transaction Ref. no. and
Mandate no. The same will also be sent to you via
SMS & Email
SwitchAny Scheme
11
STEP - 1 STEP - 2
Select the scheme you wish to do Switch From Click on Switch
MOBILE TRADING ACCOUNT PLATFORM
SwitchAny Scheme
12
STEP - 3 STEP - 4
Select the scheme you wish to do Switch To. It can be existing scheme
or new scheme
Fill the details with scheme selection, SWI in execution, amount.
Click on Next
MOBILE TRADING ACCOUNT PLATFORM
SwitchAny Scheme
13
STEP - 5 STEP - 6
Veri�ed the units,Scheme name, etc. Tick
the T&C and Con�rmthe Switch
MOBILE TRADING ACCOUNT PLATFORM
On successful completion you will get a msg with Transaction Ref. no. and
Mandate no. The same will also be sent to you via
SMS & Email
Mr. Rahul Goel Manager - Gurgaon
Mr. Rahul is on the way to Jaipur for a tour and on break of his journey, he decided to invest in a New Mutual Fund Scheme whose return is good. He found it so easy to do it with NJ Trading Account (Mobile Application) that in few minutes he made the Purchase & he received a con�rmation too, instantly.
With NJ M-TAP, now doing a transaction is just a matter of clicks on your mobile screen.
15
STEP - 1 STEP - 2
Click on Fresh Purchase
PurchaseFresh Purchase
Select the AMC, Scheme type and option of
growth or dividend and click Next
MOBILE TRADING ACCOUNT PLATFORM
*Currently the New Purchase facility is available to customers registering their bank account and auto debit mandate ofICICI Bank, HDFC bank or AXIS Bank in the Trading and Demat Account.
16
STEP - 3 STEP - 4
Select the scheme you wish to INVEST in
Fill the details and click on Next
PurchaseFresh Purchase
MOBILE TRADING ACCOUNT PLATFORM
Verify the amount,Scheme name etc. Tick
on the T&C and Con�rm the transaction.
17
STEP - 5 STEP - 6
PurchaseFresh Purchase
MOBILE TRADING ACCOUNT PLATFORM
On successful completion you will get a msg with Transaction Ref. no. and
Mandate no. The same will also be sent to you via
SMS & Email
Click on Fresh SIP
PurchaseFresh SIP
18
STEP - 1 STEP - 2
Then, Click on New Schemes
MOBILE TRADING ACCOUNT PLATFORM
First,Click on Transaction
Select the scheme you wish to INVEST in
PurchaseFresh SIP
19
STEP - 3 STEP - 4
Select the AMC, Scheme type and option of
growth or dividend and click Next
MOBILE TRADING ACCOUNT PLATFORM
Fill the details like instalment frequency, SIP
amount, no. of instalments and click on Next
PurchaseFresh SIP
20
STEP - 5 STEP - 6
Verify the amount,Scheme name, etc. Tick
on the T&C and Con�rm the transaction.
MOBILE TRADING ACCOUNT PLATFORM
PurchaseFresh SIP
21
STEP - 6
MOBILE TRADING ACCOUNT PLATFORM
On successful completion you will get a msg with Transaction Ref. no. and
Mandate no. The same will also be sent to you via
SMS & Email
WEALTHFINANCIALPRODUCTSDISTRIBUTORSNETWORK
Block No. 901 & 902, 6th Floor, 'B' Tower, Udhna Udyog Nagar Sangh Commercial Complex, Central Road No. 10, Udhna, Surat - 394 210, Gujarat. Phone: 0261 398 5500
www.njwealth.in
Disclaimer: This document is strictly meant for private circulation and for awareness purposes only and is not recommendatory in nature. NJ India Invest Pvt. Ltd. ("NJ") has made every effort to ensure that the accuracy of the contents. M-TAP is a mobile based application directed at providing online transaction support to its users in mutual funds and other investment /financial or non-financial products. Users are requested to check the compatibility /functioning of the said application to your device. Users shall ensure that authentication /login credentials are kept strictly confidential and safe. NJ does not take any responsibility or liability expressed or implied in any manner, for any software, application, service or solution expressed in this document or otherwise.Any unauthorised usage or distribution of this document, in any form or manner, is strictly prohibited unless expressly permitted by NJ. This document is not a solicitation to buy or sell any investment product. Users /Investors are requested to seek expert guidance for making any transaction into any investment product and mutual fund schemes. Mutual Funds & securities investments are subject to market risks and there is no assurance or guarantee that the scheme objectives will be achieved. Past performance of the Sponsor/AMC/Mutual Fund is not indicative of the future performance of the Scheme. Mutual Fund investments are subject to market risks, read all scheme related documents carefully before making any decision. All disputes shall be subject to the exclusive jurisdiction of courts in Surat (Gujarat) only. All rights reserved.