Enhanced Client Services: Mars, Client Desk, NJ E-Wealth A/C

At Vi Ensure Investments, we understand that clients require more than just investment products. They need a reliable financial partner who can provide convenience, transparency, timely support, and a complete view of their financial journey. Keeping this in mind, we offer technology-enabled and client-focused services that simplify investment guidance and enhance the overall experience.

Through our Client Desk and NJ E-Wealth Account Services, clients can securely access their portfolios, monitor investments, view reports, and perform transactions anytime and anywhere. The platform offers seamless facilities for purchases, redemptions, SIP registrations, IPO applications, portfolio tracking, and

comprehensive reporting through online, mobile, phone, and offline modes.

In addition, our NJ Recommended MF Portfolio service provides carefully researched and professionally curated mutual fund portfolios designed according to different investment objectives, risk profiles, and asset allocation strategies. These options help simplify investment decisions while ensuring disciplined and objectives-oriented investing.

Our objective is to provide clients with comfort, confidence, convenience, and complete control over their financial journey through personalized support and technology-driven services.

Client Desk (Wealth Management Desk)

The Client Desk is a premium offering for our clients that consolidates the entire portfolio, covering every major financial and non-financial product for an entire family or an organisation. Access to the Client Desk is given to every client through a highly secured, unique login ID and password.

The information inside the desk is updated daily, and all transactions done through us are automatically updated so that clients need not make any entries. The Client Desk empowers you by keeping you updated and informed anytime, anywhere - through online access or a mobile application.

NJ Recommended MF Portfolio

Every investor aims to maximise returns while minimising risk. While asset allocation and scheme selection are proven strategies, selecting the right schemes is a complex and time-consuming task that requires continuous monitoring and expertise. Managing this at an individual level can be challenging due to operational constraints and behavioural biases, often leading to less effective investment decisions. To ensure the right asset allocation, investors should consult their NJ Partner for better guidance.
NJ Recommended MF Portfolio, formerly MARS, offers curated baskets of mutual fund schemes tailored to specific investment needs, risk profiles and asset allocation strategies. These ready-to-invest portfolios simplify the investment process by eliminating the complexities of selecting and managing multiple schemes.

NJ E-Wealth A/c Service

As a client of our NJ E-Wealth A/c service you can enjoy some big, tangible benefits. You can do hassle, worry and error free transactions in a very easy, time and cost effective manner – any time, any where.

We offer easy transaction facility and few very unique services for mutual fund transactions in our NJ E-Wealth A/c service, as given below.

Fresh Purchase /Additional Purchase /Redemptions /Switch Transactions
SIP and STP registration
NFO – Purchase, Switch and SIP Registration
Equity Stock SIP registration
Equity and Debt IPOs Application
Comprehensive reports

What's more, we offer multiple modes of doing transactions as listed below...

Mobile: Transact through application on your mobile
Online Desk: Transact through online Trading Account Desk
Phone: Call and transact through your phone
Offline: Transact through physical instructions