Investorline Services

Investorline Info-Center Dear Investor, We would like to take this opportunity to inform you about certain compliance requirements that have come into effect this year. 1 . Permanent Account Number (PAN) is compulsory for all Unit Holders w.e.f 01 January 2008, for any investment. PAN & PAN card copy are mandatory for all investments irrespective of amount Form 49A / Form 60/61 will not be accepted and transactions are liable to be rejected. In case of Minor, PAN & PAN card copy of Guardian are required, even if the Minor holds a PAN Card Change Form acknowledged by Income Tax for any changes being made in PAN card will be acceptable. 2. Know Your Customer (KYC) compliance is compulsory for all investments w.e.f 01 February 2008. All investors (including guardians, joint holders, NRI’s and power of attorney holders) need to complete the process of KYC by submitting a duly filled-up KYC application fo

Investorline E-Account to Transact in Mutual Funds in partnership with NJ IndiaInvest (India’s leading Financial Services advisors). How to register for the NJ E-account- We request you to kindly read all the instructions carefully before proceeding with registration Enroll for the NJ E-Account in 3 Simple Steps: Step 1: Fill the Registration Form: Registration is open for both individuals & non-individuals. You may also add additional investors on your online account at this time Step 2: Send the D.D. and the required documents for opening the accounts Send a Demand Draft of Rs.500 in favour of “ NJ IndiaInvest Pvt. Ltd. ” payable at Surat along with the required documents. Required Documents: Send the complete sets of following documents for each of the applicants, duly filled in. 1. Registration Request Form (signed) 2. CDSL KYC Form – ( Download KYC Application Form - Individual / Non-Individual ) 2 pages, both signed - (if alre

Some of the awards & recognitions that NJ IndiaInvest (Network Partner - Investorline ) have received in past. Year 2000: For Outstanding Performance presented by Chairman, Prudential Plc. at London. Year 2002: For Outstanding Performance presented by Group Chief Executive, Prudential Plc. at London. Year 2003: For Outstanding Performance presented by Group Chief Executive, Prudential Plc. at London. Year 2004: Among Most Valued Business Associates presented by HDFC Standard Life at Edinburgh, Scotland. Year 2004: For Outstanding Performance by Deputy CEO, Prudential Singapore at Malaysia. Year 2006 : Award for mobilising the Highest Number of SIPs at National Level by Fidelity Mutual Fund Plc at Mumbai. Year 2006 : Award – Vietnam Comments from Industry Stalwarts: The essence of investment consultancy lies in optimal asset allocation as against security selection or timing the markets for clients. NJ understands this very well and has added signi

Service in words, service in action Service is the key to unlocking customer satisfaction, which again is key for sustainability of any business. At NJ we understand this very well. NJ has set strict processes in place to deliver quality services to customers. At NJ strict quality service standards are set and a well-defined process is established and followed religiously by our quality customer service teams. Performance is evaluated on a frequent basis and glitches are ironed out. But quality service also involves quality people in addition to processes. NJ gives significant focus to the proper training and development of the people involved in the service delivery chain. Further we, Have well-defined "Privacy Policy" to keep clients’ information confidential & internal audits done on the same at regular intervals Receive various statistics which are analysed on an ongoing basis to improve the service standards We are committed to improve and e

People : Enthusiasm, Enterprise, Education and Ethics form the four pillars at NJ. At NJ one can witness the vibrant energy, enthusiasm and the enterprising drive to excel flowing freely throughout the organisation. At NJ can also experience the creativity, one-to-one responsiveness, collaborative approach and passion for delivering value. At NJ people evolve to be more effective, efficient, and result oriented. Knowledge is inherent due to the education-centric approach and the experience in handling different clients groups across diverse product profiles. NJ understands that the people are the most important assets of the company and it is not the company that grows but the people. NJ hence undertakes rigorous training and educational activities for enhancing the entire team at NJ. NJ also believes in the ‘Learning through Responsibility’ concept for its employees. For people at NJ success is not a new word, but is a regular stepping-stone to realising the one vision that ev

Management Investorline is the Network Partner of NJ IndiaInvest and is managed under the guidelines prescribed by NJ IndiaInvest. About NJ IndiaInvest- A leading advisors and distributors of financial products and services in India. Established in year 1994, NJ has over a decade of rich exposure in financial investments space and portfolio advisory services with approx INR 30 billion* of mutual fund assets under advice with a wide presence in over 60 locations* in 15 states* in India . The management at NJ brings together a team of people with wide experience and knowledge in the financial services domain. The management provides direction and guidance to the whole organisation. The management has strong visions for NJ as a globally respected company providing comprehensive services in financial sector. The ‘ Customer First ’ philosophy in deeply ingrained in the management at NJ. The aim of the management is to bring the best to the customers in terms of - Range of p

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

Our Vision: To be the leader in our field of business through, Total Customer Satisfaction Commitment to Excellence Determination to Succeed with strict adherence to compliance Successful Wealth Creation of our Customers Our Mission: Ensure creation of the desired value for our customers, employees, and associates, through constant improvement, innovation, and commitment to service & quality. To provide solutions which meet expectations and maintain high professional & ethical standards along with the adherence to the service commitments Investorline

Investorline- About Us Network Partner - NJ IndiaInvest. NJ IndiaInvest Pvt. Ltd. is one of the leading advisors and distributors of financial products and services in India. Established in year 1994, NJ has over a decade of rich exposure in financial investments space and portfolio advisory services. From a humble beginning, NJ over the years has evolved out to be a professionally managed, quality conscious and customer focussed financial / investment advisory & distribution firm. NJ prides in being a professionally managed, quality focused and customer centric organisation. The strength of NJ lies in the strong domain knowledge in investment consultancy and the delivery of sustainable value to clients with support from cutting-edge technology platform, developed in-house by NJ. At NJ, we believe in: having single window, multiple solutions that are integrated for simplicity and sapience making innovations, accessions, value-additions, a constant process provi