We understand that merely having a rich product basket is not enough for our valued clients. What clients really need is a holistic platform for an entire family (or an organisation) to record, report & manage a comprehensive portfolio of holdings into multiple financial products. We are proud to offer the following highly acclaimed services to our clients.
Comprehensive Financial Consulting
Retirement Consultancy (Accumulation / Distribution)
Children’s Education Consultancy
House Purchase Consultancy
Investment Portfolio Analysis and Restructuring
Insurance Portfolio Analysis and Restructuring
Will Preparation and Succession Consultancy
NRI Investments and Taxation Consultancy
Tax Consultancy and Tax Filing Services
Financial Information & Documents Consolidation Services
E Wealth Account
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 IPOs 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
Office No.826, Ecstasy Business Park, Near Citi of Joy, JSD, Ashok Nagar, Mulund West,
Mumbai - 400080
Contact: +91 9867570245
Purple Finch is a brand owned by Priyanka Finserve Pvt. Limited. Priyanka Finserve Pvt Ltd is a mutual fund distributor registered with AMFI.