Profit Tantra-Mutual fund online platform PPT

1. Presenting
NJ Trading & Demat Account
Presenting Power for Your Investments

2. Need of Change ….???
Current Transaction System Modern Transaction System

3. Accurate Transaction, Zero
Queries
Speedy Transaction
Execution
Need of Change....???

4. Benefits of NJ Trading & Demat AC
One time documentation
No Need to Maintain KYC / Pan
records of each client.
No Need to fill up Bank Mandate every
time along with SIP application.
For any modification to be done only in
single application required.

5. Benefits of NJ Trading & Demat AC
Multiple mode of transaction.
All Transaction can be registered in any mode of transaction
Call N TransactOnline
Through Net
banking
Offline -
Using single
application & cheque

6. Benefits of NJ Trading & Demat AC
Mutual Funds
Capital Market & ETF
Bouquet of products
Smarter way of building
Liquid AUM @ low
operational cost

7. Benefits of NJ Trading & Demat AC
All types of Transactions
possible.
In mutual Funds
SIP
Purchase
Redemption
Inter AMC Switch & STP
In Capital Market
Buy / Sell
Equity SIP
EFT SIP

8. Benefits of NJ Trading & Demat AC
Multiple options of payment remittance for
Lumsum purchase using online mode.
Any Bank offering Visa Debit Card can remit the
money online.
6 Largest Bank for payment remittance
through net banking.

9. Benefits of NJ Trading & Demat AC
ECS Facility for all banks subject to ECS
location.
Payment collection through ECS & Auto
debit Facility for SIP for Online, on call &
offline.
8 Banks through Auto Debit for SIP.
ICICI , HDFC , AXIS , SBI , BOB , UBI ,
IDBI & CITI BANK

10. Benefits of NJ Trading & Demat ACBenefits of NJ Trading & Demat AC
Saves operational time &
effortsConsolidated Application for multiple
schemes.
No more multiple application for
advising different schemes.
Saves lot of travlling time & cost
High accuracy ratio hence minimum
queries.
Time saved can be utilised for
business generation activities resulted
in to high revenue.

11. Benefits of NJ Trading & Demat AC
Safe & Secured online
Transaction
High Quality services
with Lowest possible
cost.
- Instant alerts on all transaction done.
- call N transact facility as never before.
- periodical statements

12. Benefits of NJ Trading & Demat AC
Ease of charging
Fees from clients
Expand your reach
beyond the geographical
barrier.

13. Benefits of NJ Trading & Demat AC
Simple an uncomplicated process
to transfer units to nominee.
Open trading & demat ac in the name of
nominee.
Provide the death certificate
Fill up transmission form.
with in couple of day all holing units will
be transfered to nominee's account.
Note :- Above mentioned process is applicable assuming nominee is registered.

14. Benefits of NJ Trading & Demat AC
Centralized Customer
Care (18002000155)
For Clients
Current Mutual Fund holding
Can be Converted in demat.

15. MF Trading on Exchange
Transactions

16. Purchase
Redemption
SIP transactions offered on stock Exchange.
Exchange Transactions – Mutual Fund
Note :-Switch & STP will be available soon

17. Mode's of Exchange Transactions -Online
On line
through Net
Banking

18. Lumsum Purchase transactions,
Banks Account required for remitting the money online are
– HDFC, ICICI, AXIS
– Yes Bank, IDBI, SBI
Amount debited from bank account will include investment + brokerage amount
POA is Mandatory to avail this facility.
Cutoff time for same day NAV is 2:00 pm.
Instant email notification.
SMS alerts on each debit & credit.
Mode's of Exchange Transactions - Online

19. Transaction Demo – On
line
Mode's of Exchange Transactions - Online

20. Login Screen

21. Login main menu

23. Important note:
Payment can only be done from the bank, which is registered with your Trading
Account.
If multiple transaction are added, a single payment will be made after consolidating all
the amount.
Total Amount will be Investment Amount + Brokerage charges.
Mode's of Exchange Transactions - Online

24. Purchase Transaction - Confirmation

25. Bank Login - Payment & Confirmation

27. Off-line through physical applications

28. Lumsum Purchase transactions,
All Bank Account cheques accepted.
Cheque Amount would be Transaction Amount + Brokerage Amount
Cheque amount below 1 lac, same day NAV applicable.
Cheque amount above 1 lac, NAV of Cheque realization.
Cutoff time for same day NAV is as per branch.
Mode's of Exchange Transactions -Offline

29. Let's Chek
SIP Enrollments

30. Registration of Bank Mandate is compulsory.
SIP's of multiple AMCs / Schemes can be registered.
For ECS Location – All Banks eligible for SIP registration.
For Non ECS Centers Auto Debit facility available for below banks
(Axis, CITI, ICICI , IDBI & UBI,SBI,HDFC ,IDBI, BOB)
On Stock Exchange SIP can be registered in all mode of
transaction.
Online , Offline , On call
First installment Cheque is not required.
SIP will be registered in 10 working days
SIP on Exchange

31. Online SIP
Registration
Online SIP can be registered irrespective of any Bank AC

32. Click here to register New SIP
Transaction Menu

33. SIP Registration

34. Registration Menu

36. Registration receipt

37. Switch through TA-DA
Switch on
Exchange