Investorline- Philosophy

At Investorline (NJ Network Partner) our Service and Investing philosophy inspire and shape the thoughts, beliefs, attitude, actions, and decisions of our employees.

Service Philosophy:

Our primary measure of success is customer satisfaction.

We are committed to provide our customers with continuous, long-term improvements and value-additions to meet the needs in an exceptional way. In our efforts to consistently deliver the best service possible to our customers, all employees of Investorline will make every effort to:

  • think of the customer first, take responsibility, and make prompt service to the customer a priority
  • deliver upon the commitments & promises made on time
  • anticipate, visualize, understand, meet, exceed our customer’s needs
  • bring energy, passion & excellence in everything we do
  • be honest and ethical, in action & attitude, and keep the customer’s interest supreme
  • strengthen customer relationships by providing service in a thoughtful & proactive manner and meet the expectations, effectively

Investing Philosophy:

We aim to provide Need-based solutions for long-term wealth creation

We aim to provide all customers of Investorline, directly or indirectly, with true, unbiased, need-based solutions and advice that best meets their stated & un-stated needs. In our efforts to provide quality financial & investment advice, we believe that…

  • Clients want need-based solutions, which fits them
  • Long-term wealth creation is simple and straight
  • Asset-Allocation is the ideal & the best way for long-term wealth creation
  • Educating and disclosing all the important facets which the customer needs to be aware of, is important
  • The solutions must be unbiased, feasible, practical, executable, measurable and flexible
  • Constant monitoring and proper after-sales service is critical to complete the on-going process

At NJ, our aim is to earn the trust and respect of the employees, customers, partners, regulators, industry members, and the community at large by following our service and investing philosophy with commitment and without exceptions.


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