Client Desk
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Transcript of Client Desk
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Client Desk
A Unique, Comprehensive Online Investment Account offered to all Clients of Partners
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Client Desk Advantages - Clients
• Strong differentiated offering – the quality & scope of the reports is unmatched
• All the mutual fund business done by the clients of NJ Fundz Network Partners is automatically uploaded online
• The values of the Portfolio are updated on a daily basis so that you know the exact worth of your investments
• For the Partners, it would help in branding their business & offering value-added services to the
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Client Desk Advantages - Partners
• Client Desk would help creating a brand / preference for your services
• Would greatly help in the following areas …– Client Acquisition– Client loyalty & Retention– Business Generation– Shifting of other mutual funds investments under you
• The Client Desk is freely available to all your clients who make mutual fund investments through you as a Partner of NJ
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Using this Client Desk Demo
• This demo gives a first hand view of the Client Desk and the reports / contents of the “online investment account” of your clients
• You can show slides of this presentation to your prospective clients or simply study them for your own understanding
• The Demo has links on the top of each slide which on clicking would talk you to the relevant report / page
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• The client desk can be entered from either of the following– www.njfundz.com or– www.yoursite.njfundz.com if you are a Web Nest subscriber
Entering the Client Desk
www.njfundz.com
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Client Desk
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List of Contents on Client DeskValuation Reports•Client wise•Date wise•Type wise•Sub-type wise•Scheme wise•Amount wise
Summary Reports•Scheme wise•Type wise•Client wise•Sub-type wise
Insight Reports•AMC Exposure•Sector Exposure•Equity Holding•Transaction Report
Customized Reports•Customized Valuation Report•Customized Profit & Loss Report
Profit & Loss Reports•Client wise•Purchase date wise•Type wise (Detailed/ Summary)•Scheme wise (Detailed/ Summary)•Inflation Cost Index Wise
Performance Reports•Client wise•Type wise•Sub-type wise•Scheme wise
Utilities•Transaction Report•Add/ Edit PAN/ UIN•PAN UIN Submission
Other Reports•Credit Profile•Weighted Average Maturity•Dividend History•Change Password
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Valuation Report – Client wise
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Valuation Report – Date wise
Client Details NJ Fundz Partner Details
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Valuation Report – Type wise
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Valuation Report – Sup-type wise
Client Details NJ Fundz Partner Details
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Valuation Report – Scheme wiseClient Details NJ Fundz Partner Details
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Valuation Report – Scheme wise SummaryClient Details NJ Fundz Partner Details
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Valuation Report – Client wise SummaryClient Details NJ Fundz Partner Details
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Valuation Report – Type wise Summary
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Valuation Report – Sub-type wise Summary
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Consolidated AMC Exposure Report
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Consolidated Sector Exposure
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Equity Holding
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Transaction Report
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Customized Valuation Report - Menu
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Customized Valuation Report
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Customized P & L Report - Menu
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Customized P & L Report
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Profit & Loss ReportClient Details NJ Fundz Partner Details
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Profit & Loss Report – Purchase date wise
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Profit & Loss Report – Type wise (Detailed)
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Profit & Loss Report – Scheme wise (Summary)
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Client wise Performance Report
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Type wise Performance Report
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Scheme wise Performance Report
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Overall Performance Report
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Transaction Slip Printing
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Add – Edit PAN/UIN
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Photo Copy Submission Status
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Credit Profile
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Weighted Average Maturity
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Dividend History
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Change Password