Client Services
NJ Recommended MF Portfolio
Investing from abroad can feel complicated. Our NJ Recommended MF Portfolio (formerly MARS) makes it simple by offering curated baskets of mutual funds designed to suit your risk profile, financial goals, and asset allocation strategy.
- Ready-to-invest portfolios, ideal for NRIs & OCIs
- Professional fund selection and monitoring
- Focus on maximizing returns while managing risks
NJ E-Wealth A/C Service
As a client of our NJ E-Wealth Account service, you enjoy clear and tangible benefits. Carry out worry-free, error-free transactions in a simple, time-saving, and cost-effective manner—anytime, anywhere across the globe.
We provide seamless transaction facilities along with exclusive services tailored for NRIs and OCIs, making mutual fund investments easier and more accessible through the NJ E-Wealth Account.
We provide seamless transaction facilities along with exclusive services tailored for NRIs and OCIs, making mutual fund investments easier and more accessible through the NJ E-Wealth Account.
Easy Transaction Facilities:
We provide seamless transaction facilities and exclusive services for NRIs and OCIs through our NJ E-Wealth Account. This ensures global access, convenience, and security for all your financial needs.
Available Services:
- Fresh Purchase / Additional Purchase / Redemptions / Switch Transactions
- SIP and STP Registration for long-term wealth creation
- NFO – Purchase, Switch, and SIP Registration
- Equity Stock SIP Registration
- Equity and Debt IPO Applications
- Comprehensive Portfolio Reports accessible anytime, anywhere
Multiple Transaction Modes:
We understand the unique needs of NRIs and OCIs and offer convenient ways to manage your wealth across borders:
- Mobile: Transact seamlessly through our mobile application, accessible anytime, anywhere in the world
- Online Desk: Use our secure online trading account desk for quick and efficient transactions.
- Phone: Connect with us directly and transact over the phone, even across time zones.
- Offline: Submit physical instructions when you are in India for traditional offline transactions.
Client Desk (Wealth Management Desk)
Our Client Desk is a premium service designed to give NRIs, OCIs, and Indian clients a consolidated view of their entire portfolio—covering all major financial and non-financial products for the whole family or organization. Each client receives secure access through a unique login ID and password, ensuring privacy and convenience from anywhere in the world.
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.
At our Firm, our mission is to provide our clients with comprehensive, competent, and customised solutions for wealth assessment and wealth building areas.
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TAPU Private Wealth
Registered & Corporate Office:
C-3/605, SRS Residency,
Sector-88, Faridabad,
Haryana-121002