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 & facilitate a comprehensive portfolio of holdings into multiple financial products. We are proud to offer the following highly acclaimed services to our clients.
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 E-Wealth Account
As a client of Soni Financial Services, 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 – anytime, anywhere.
We offer an easy transaction facility and a few very unique services for mutual fund transactions in our 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 IPO Application
- Comprehensive reports
