Client Services

Online PMS Desk

At NJ Advisory Services, we provide our Clients with an online account called "PMS Desk". The PMS Desk enables our Clients to login to their very own account get a information of their investments with us, any-time, anywhere. All the data and reports are updated on a daily basis and detailed information on valuation, transactions, holdings, performance, etc. are available to the clients at the ease of a button. The PMS Desk also provides access to important documents and forms and makes the entire process of tracking portfolios hassle free & fun.

Client Reporting

NJ Advisory Services would be updating the clients on a regular basis of their portfolio through periodical reports, as mentioned below. Important reports are also available on the Online Desk.

Reports sent through e-mail / hard copies / available online

  • Holding Statement
  • Transaction Statement
  • Income & Expenditure Statement
  • Profit & Loss Report
  • Performance Statement
  • Management Fees statement
  • Portfolio Commentary
  • Asset Allocation Statement
Additional Annual Reports:
  • Audited Profit & Loss Report
  • Audited Balance Sheet