Page 1. Rewards and Schemes Brokerage. Bills and RAP 30 Upfront Bills Business MIS Reports Bills Upfront Bills Business MIS Reports Bills
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2 Investments >> Mutual Fund 1 Processed Detailed Business MIS Reports Transaction Report- Detailed 2 Processed Summary Business MIS Reports Transaction Report- Summary 3 Fundz Trax Business MIS Reports FundzTraxDetailed Report AND FundzTraxSummary Report 4 Online Detailed Business MIS Reports Online 5 Online Summary Business MIS Reports OnlineNest Transaction Summary SIP Reports 6 SIP Registration & Renewals Business MIS Reports SIP Reports > SIP Transaction Report 7 -- Business MIS Reports SIP Reports > SIP Stopped/Registration Failed Report 8 -- Business MIS Reports SIP Reports > SIP Renewal Report 9 SIP Accounts & Collection Business MIS Reports SIP Reports > SIP Accounts Report Business MIS Reports SIP Reports > SIP Projected Collection Report Business MIS Reports SIP Reports > SIP Collection Report * ( Not available currently ) 12 SIP Installment Reconciliation Business MIS Reports SIP Reports > SIP Installment Reconciliation Report 13 SIP Renewed / Terminated Business MIS Reports SIP Reports > SIP Renewed / Terminated Report STP Reports 14 STP Registration & Renewals Business MIS Reports STP Reports > STP Transaction Report Business MIS Reports STP Reports > STP Renewal Report Business MIS Reports STP Reports > STP Stopped Report 17 STP Accounts Report Business MIS Reports STP Reports > STP Accounts Report 18 STP Installment Reconciliation Report Business MIS Reports STP Reports > STP Installment Reconciliation Report 19 STP Renewed / Terminated Report Business MIS Reports STP Reports > STP Renewed / Terminated Report 20 STP Collection Report Business MIS Reports STP Reports > STP Collection Report* ( Not available currently ) 21 STP Projected Collection Report Business MIS Reports STP Reports > STP Projected Collection Report Business Insight 22 Maturity Report Client Service Portfolio MF Maturity Report 23 Account Insight Report Business MIS Reports Live Folio Report 24 Monthly MIS Business MIS Reports Monthly MIS Report 25 Live Folio Report Client Service Reports Account Insight Report 24 AUM Report -- Business MIS Reports AUM Scheme Wise -- Business MIS Reports AUM AMC Wise -- Business MIS Reports AUM Group Wise -- Business MIS Reports AUM Investor Wise -- Business MIS Reports AUM Location Wise -- Business MIS Reports AUM Employee Wise -- Business MIS Reports AUM PIE Chart -- Business MIS Reports AUM BAR Chart 25 Brokerage Rates Rewards and Schemes Brokerage Brokerage Rates 26 Brokerage Ledger Report Business MIS Reports Bills Brokerage Ledger Report 27 Upfront Detailed Report Business MIS Reports Income Upfront Detailed 28 Upfront Summary Report Business MIS Reports Income Upfront Summary 29 Voucher Transaction Report Rewards and Schemes Brokerage Voucher Transaction Report Bills and RAP 30 Upfront Bills Business MIS Reports Bills Upfront Bills 31 Wealth Account - Client Bills Business MIS Reports Bills Wealth Account Bills 32 Wealth Account - Partner Bills Business MIS Reports Bills Wealth Account Partner Bills 33 RAP Cash Bills Business MIS Reports Bills RAP Cash Bills 34 RAP Scheme Points Rewards and Schemes RAP RAP Scheme Points 35 RAP Redemption Status Report Rewards and Schemes RAP RAP Redemption Status Report 36 RAP Voucher Transaction Report Rewards and Schemes RAP RAP Voucher Transaction Report 37 Change Bill Option Business MIS Reports Bills Change Bill Option Page 1
3 Investments >> Mutual Fund Compliance Requirements 38 ARN Renewal Marketing Downloads ARN Renewal 39 Nomination Form (for Individuals) Marketing Downloads Nomination Form for Individual Sub-distributors 40 FAQs - Nomination (for Individuals) Marketing Downloads FAQs For Nomination Form for Individual Sub-dis 41 Self Declaration Certificate Marketing Downloads Self Declaration Certificate Circular & Info 42 # List of NEFT Bank Branches Marketing Downloads List of NEFT Bank Branches 43 # FAQs Nomination for (Individuals) Marketing Downloads FAQs Nomination for (Individuals) 44 # Points Of Services(POS) Process/Documentation PAN & KYC Points of Services(POS) 45 # SEBI Circular on PAN Process/Documentation PAN & KYC SEBI Circular on PAN 46 # Investor - PAN & KYC Requirement Process/Documentation PAN & KYC PAN & KYC Requirements for Investors Forms 47 # KYC Form Individuals Process/Documentation PAN & KYC KYC Form for Individuals 48 # KYC Form Non-Individuals Process/Documentation PAN & KYC KYC Form for Non-Individuals 49 # KYC Form Non-Individuals Annexure Process/Documentation PAN & KYC KYC Form for Non-Individuals Annexure 50 # PAN Application Form Process/Documentation PAN & KYC PAN Application Form 51 # PAN Application Form - Instructions Process/Documentation PAN & KYC PAN Application Form - Instructions 52 # NEFT Process Form Marketing Downloads Document For NEFT Process Resource 53 # Weekly Performance Biz Live Whats New>Downloads Weekly Performance 54 # Monthly Fundz Watch Biz Live Whats New>Downloads Monthly Fundz Watch 55 # Latest NFO Details Biz Live Whats New>Library NFO 56 # Presentations Biz Live Whats New>Library Presentations 57 # Downloads New New New MF Calculators 58 SIP Returns Detailed Biz Live Calculator SIP Returns Calculator Detailed 59 SIP Returns Summary Biz Live Calculator SIP Returns Calculator Summary 60 Scheme Returns Biz Live Calculator Returns Calculator Reports 61 # Scheme NAV Report Biz Live NAV View Latest or historical NAV, click here to view now 62 # Your NAV Report Biz Live NAV You NAV Report 63 # Scheme Sector Exposure Biz Live Analysers Consolidated Sector Exposure /Consolidated Credit Profile 64 # Scheme Portfolio Biz Live Fund Portfolio View Scheme Portfolio of Your Scheme 65 Fundz Trax * ( If subscribed for Service ) Administration Fundz Trax Fundz Trax Product Basket 66 Available FMP`s Biz Live Whats New Downloads Available FMP`s 67 Upcoming Dividends Biz Live Whats New Downloads Know upcoming dividends 68 Offline SCHEME Applications Marketing Downloads Application Forms 69 Online SCHEME Applications New New New Investments >> PMS 70 PMS Transaction Report PMS/FD PMS PMS Transaction Report 71 Brokerage Bills New New New 72 Resources Investments >> Fixed Deposits 73 FD Trax PMS/FD FD FD Trax Report 74 FD Transaction Report New New New 75 Brokerage Bills New New New 76 Brokerage Rates PMS/FD FD FD Brokerage Rate 77 Resources PMS/FD FD Downloads Page 2
4 Stock Exchange Transaction 78 Stock Exchange Transaction Report Business MIS Reports Stock Exchange Stock Exchange Transaction Report 79 SIP & Mandate Status Report Business MIS Reports Stock Exchange SIP & Mandate Status Report E Form New 80 Filling E Form Interactive DEMO New New New 81 E Form-Trading & Demat A/C Reg New New New 82 Edit your E Form New New New 83 Trading & Demat A/C Reg Status Report New New New 84 Destatmentization New New New 85 Client Brokerage Rates Business MIS Reports Stock Exchange Client Wise Brokerage Rate Report 86 Brokerage Bills New New New 87 Resources Business MIS Reports Stock Exchange Download Realty Product Basket 88 View Available Projects NJ Realty Projects NJ Realty - View available project 89 Realty Transaction Report Realty Reports Realty Transaction Reports 90 Brokerage Bills Realty Reports Realty Brokerage Bills Report 91 Brokerage Rates Realty Reports Realty Brokerage Rates Resources 92 Required Documents Housing Loan Realty Reports Required documents Housing Loan Admin 93 Employee Management -- Administration Employee Add Employee -- Administration Employee Edit Employee -- Administration Employee Manage Your Clients -- Administration Employee Employee List Web Management 94 Change Your Password Administration Admin Change your Password 95 Update Company Detail Administration Web Upload Logo on website -- Administration Admin Change Your Company Name 96 Edit Website Contents Administration Web Edit Website Contents 97 Download Agency Manager Desk Subscription Services Agency Desk Download your Agency Manager Desk E Mail Management 98 Download / Setup Account Administration E Mail Download / Setup Account 99 Check Your s Administration E Mail Check your s NJ Services - Forms 100 Web-Nest Activation Form Marketing Downloads Web-Nest Activation Form 101 Renewal Slip for MF Nest / Web Nest Marketing Downloads Renewal Slip for MF Nest / Web Nest 102 Termination Slip for Web Nest Marketing Downloads Termination Slip for Web Nest 103 Termination Slip for MF Nest Marketing Downloads Termination Slip for MF Nest 104 Registration/ change Form Marketing Downloads Registration/ change Form NJ Services Requests 105 Product Subscription Subscription Services New Product Registration Product Subscription 106 Rap Points Redemption Rewards and Schemes RAP Rap Points Redemption 107 Service Request Report Subscription Services Status Service Request Report 108 LMS Registration Biz Live Register LMS Register Link Page 3
5 Client Services > Client Management 109 View Client Investments -- Client Service Portfolio View client portfolio now -- Client Service Portfolio View Your Client's PMS Desk 110 Group Management New Group Creation Request Group Deletion Request Account Mapping Account Merging Create Login id / Pwd for your Clients Update Your Group Information 111 Sub Group Management Manage Sub Group Folio Mapping With Sub Group Client Services > Client Management Reports 102 Pan& Kyc & Tax Status Report Business MIS Reports Pan& Kyc & Tax Status Report 103 NJ Account Registration Report Client Service Request Status NJ Account Registration Report 104 Client Hits Statistics Client Service Reports Get your Client Hits Statistics Servicing 104 Group Mailing Address Client Service Printing Group Mailing Address 105 Investor Code / Group Code Listing Client Service Admin Investor Code / Group Code Listing CRM 106 Visit Your CRM Desk Marketing NJCRM Visit Your CRM Desk 107 CRM User Manual Marketing NJCRM CRM User Manual Customer Care 108 Live Chat Customer Care Live Chat Live Chat 109 Query Without TAR No Customer Care Post Queries Without TAR No 110 Query With TAR No Customer Care Post Queries With TAR No 111 Post Statement Soft Copy Request Customer Care Post Queries Post Statement Soft Copy Request 112 How to download statements Customer Care Post Queries Guidelines on how to download statements 113 Registered Queries Customer Care Query Reports Registered Queries 114 Detail / Summary Report Customer Care Query Reports Detail / Summary Report 115 TAT List Customer Care Query Reports TAT List 116 TAT Report Customer Care Query Reports TAT Report Page 4
6 Financial Planning Admin 117 Visit Your FP Desk Client Service Admin Visit Your FP Desk Downloads 118 Wealth Account Data Gathering sheet Client Service Printing Reports 119 Portfolio Review Feedback Report Client Service Portfolio Wealth Account Data Gathering sheet Portfolio Review Feedback Report Training Admin 120 Product/Training Registration Subscription Services NJ-Gurukul Product/Training Registration 121 Buy Gurukul Voucher from Brokerage limit Subscription Services NJ-Gurukul Buy Gurukul Voucher from Brokerage limit 122 Buy Gurukul Voucher from RAP Points Subscription Services NJ-Gurukul Buy Gurukul Voucher from RAP Points Marketing Biz Mall 123 Visit Biz Mall Marketing Printshop Print Shop Portal 124 Order Status Marketing Printshop Your Order Status SMS 125 About SMS Manager Marketing SMS About SMS Manager 126 Purchase SMS from Printshop Marketing SMS Purchase SMS from Printshop 127 Register SMS service Marketing SMS Register SMS service 128 Login SMS Manager Marketing SMS Login SMS Manager 129 View / Print T&C Marketing SMS View / Print T&C Page 5
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