AN EXCLUSIVE MOBILE APPLICATION TO TRANSACT IN MUTUAL FUND WITH NJ TRADING ACCOUNT

Transcription

1 PRESENTING Go Mobile... Purchase Redeem Switch AN EXCLUSIVE MOBILE APPLICATION TO TRANSACT IN MUTUAL FUND WITH NJ TRADING ACCOUNT

2 Go Mobile... NJ Trading Account (Mobile Application) NJ Trading Account is now available as Mobile Application, offering 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 APPLE (App Store) BLACKBERRY (App World) ANROID (Play Store) Or Visit from your mobile browser and download NJ Mobile Trading Account Platform for your respective mobile platform

3 Login Pages STEP - 1 STEP - 2 Type your Login ID and Password Type your Authentication Answer and click Next 1

4 Your Home Page Menu 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 2

5 Home Page Transaction Page Click on Menu icon to do various types of transaction 3

6 Mr. Baldev Sinha Businessman - Mumbai On the way to his office 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 confirmation too. With NJ M-TAP, now doing a transaction is just a matter of clicks on your mobile screen.

7 Purchase Additional Purchase STEP - 1 STEP - 2 Simply click on the Scheme in which you wish to make Additional Purchase Click on Purchase *Currently the New Purchase facility is available to customers registering their bank account and auto debit mandate of ICICI Bank, HDFC bank or AXIS Bank in the Trading and Demat Account. 5

8 Purchase Additional Purchase STEP - 3 STEP - 4 Fill the amount details and click on Next Verify the amount, Scheme name, etc. Tick on the T&C and Confirm the transaction. 6

9 Purchase Additional Purchase STEP - 5 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 & 7

10 Redemption Transaction STEP - 1 STEP - 2 Click on the existing scheme from which you wish to do Redemption Click on Redemption 8

11 Redemption Transaction 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 Confirm the Redemption 9

12 Redemption Transaction STEP - 5 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 & 10

13 Switch Any Scheme STEP - 1 STEP - 2 Select the scheme you wish to do Switch From Click on Switch 11

14 Switch Any Scheme 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 12

15 Switch Any Scheme STEP - 5 STEP - 6 Verified the units, Scheme name, etc. Tick the T&C and Confirm the Switch 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 & 13

16 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 confirmation too, instantly. With NJ M-TAP, now doing a transaction is just a matter of clicks on your mobile screen.

17 Purchase Fresh Purchase STEP - 1 STEP - 2 Click on Fresh Purchase Select the AMC, Scheme type and option of growth or dividend and click Next *Currently the New Purchase facility is available to customers registering their bank account and auto debit mandate of ICICI Bank, HDFC bank or AXIS Bank in the Trading and Demat Account. 15

18 Purchase Fresh Purchase STEP - 3 STEP - 4 Fill the details and click on Next Select the scheme you wish to INVEST in 16

19 Purchase Fresh Purchase STEP - 5 STEP - 6 Verify the amount, Scheme name etc. Tick on the T&C and Confirm the transaction. 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 & 17

20 Purchase Fresh SIP STEP - 1 STEP - 2 Click on Fresh SIP Then, Click on New Schemes First, Click on Transaction 18

21 Purchase Fresh SIP STEP - 3 STEP - 4 Select the AMC, Scheme type and option of growth or dividend and click Next Select the scheme you wish to INVEST in 19

22 Purchase Fresh SIP STEP - 5 STEP - 6 Fill the details like instalment frequency, SIP amount, no. of instalments and click on Next Verify the amount, Scheme name, etc. Tick on the T&C and Confirm the transaction. 20

23 Purchase Fresh SIP STEP - 6 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 & 21

24 WEALTH FINANCIAL PRODUCTS DISTRIBUTORS NETWORK Block No. 901 & 902, 6th Floor, 'B' Tower, Udhna Udyog Nagar Sangh Commercial Complex, Central Road No. 10, Udhna, Surat , Gujarat. Phone: 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.