Client Services: Elevating the Wealth Management Experience

At Surya Wealth, we believe that a rich product basket is merely the foundation; the true essence of exceptional financial guidance lies in delivering a seamless and holistic platform for our clients. Our client-centric services are designed to enable families and organizations to record, report, and manage comprehensive portfolios effortlessly across a multitude of financial products. We are proud to present our suite of highly acclaimed and meticulously designed client services.

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Client Desk (Wealth Management Desk)

Our Client Desk is a premium and sophisticated offering that consolidates your entire wealth and portfolio information into one unified platform. Catering to both families and organizations, it encompasses all major financial and non-financial products, delivering a panoramic view of your holdings.

Access to the Client Desk is provided through a highly secure, personalized login ID and password, ensuring your information remains confidential and protected. With daily updates and automatic synchronization of transactions conducted through us, the Client Desk eliminates the need for manual entries. Empower yourself with up-to-the-minute portfolio insights, accessible anytime, anywhere—be it through our user-friendly online portal or mobile application.

NJ E-Wealth Account Service

Experience the pinnacle of convenience and efficiency with our NJ E-Wealth A/c Service. Designed to deliver tangible benefits, this service transforms the way you transact, making the process hassle-free, error-free, and remarkably time- and cost-efficient.

Exclusive Features of NJ E-Wealth A/C include Seamless mutual fund transactions, including fresh purchases, additional investments, redemptions, and switches, along with effortless SIP (Systematic Investment Plan) and STP (Systematic Transfer Plan) registrations, make investing hassle-free. Simplified NFO (New Fund Offer) purchases, switches, and SIP setups further enhance convenience, while Equity Stock SIP and IPO (Initial Public Offering) applications for equity and debt instruments expand investment opportunities. Access to comprehensive and detailed reports ensures informed decision-making for investors.

To ensure flexibility and accessibility, we offer a range of transaction methods - Mobile, Online Desk, Phone and Offline

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Mutual Funds Automated Portfolio Rebalancing System (MARS)

The challenge of effective portfolio management lies in its dynamic nature, requiring regular monitoring and timely adjustments in line with your risk profile and market conditions. Recognizing this, we offer a groundbreaking solution exclusively for our NJ E-Wealth A/c clients—MARS (Mutual Funds Automated Portfolio Rebalancing System).

Powered by advanced technology, MARS is a cutting-edge tool that simplifies asset allocation through periodic portfolio rebalancing. This unique system leverages a research-driven, logic-based scheme selection process to ensure your investments remain optimized. With two strategic asset allocation models—Dynamic and Fixed—MARS empowers you to navigate the complexities of portfolio management with ease and confidence.

At Surya Wealth, our client services are more than just offerings—they are a testament to our unwavering commitment to simplifying and enriching your financial journey. Let us guide you to a future of informed decisions, seamless transactions, and unparalleled wealth management experiences.