Everyone desires the highest possible returns, but solely focusing on assets with the greatest potential isn't the optimal strategy. Historical market crashes demonstrate the risks associated with such an approach.

At SAFEinvest, we prioritise regular investment analysis and portfolio evaluation. Our primary focus is on managing portfolio asset allocation to generate risk-adjusted returns.

When you invest in a tax-saving fund with SAFEinvest, we offer comprehensive services to help you maximise your tax benefits. Our taxation investment services include:

• Tax Planning under Section 80C: We'll analyse your yearly income and recommend suitable ELSS tax-saving fund options to optimise your tax benefits.
  • Old Tax Regime: Maximise deductions up to ₹1.5 lakh on investments in ELSS funds, PPF,Home loans, etc.
  • New Tax Regime: Benefit from lower tax slabs without claiming deductions.
• P&L Calculation: We'll assist you with the Profit & Loss account calculations required for Advance tax planning.

We provide holistic NRI services from Operations and investment Assessment to Taxation to our overseas clients as per their risk tolerance and needs.

Our FPDs monitor and provide guidance for NRI mutual fund investment and portfolio management services (PMS) that align with your risk appetite and investment horizon.

We offer benefits of trading and depository services under one roof. NJ India Invest Pvt. Ltd. is registered as a Member with Bombay Stock Exchange (BSE) & National Stock Exchange (NSE). NJ is also registered as a Depository participant of CDSL and through that platform we offer E-Wealth A/c services.

Dematerialisation and trading in the demat mode is a safer and quicker alternative to holding physical securities. Under our depository services, the securities are held in electronic form through your E-Wealth account, removing the risks associated with physical storage.

Estate planning is the process of organizing and documenting how your assets such as property, investments, bank accounts, and personal belongings will be managed during your lifetime and transferred to the beneficiaries after your death.

In India, estate planning is gaining momentum as families recognize the importance of structured wealth transfer. Estate planning allows you to take control of your legacy, ensuring your assets are passed on as per your values, not the court’s decision.

Why redeem units when the loan is easily available?
Application for Loans against securities to be made online through E-Wealth Account. The loan sanction status is updated within minutes, and the loan amount is disbursed in no time.

There are no foreclosure charges and partial repayment is possible too under the loan repayment option.

With Loan Against Securities (LAS) from NJ Capital you can unlock the potential of your investments without liquidating them and having to book profits or losses in an unplanned manner. All you have to do is pledge your mutual funds, equity shares, bonds or securities and get access to instant liquidity.

Streamline Your Finances with Our Cloud-Based Account Management System right at your fingertips.

What is Account Management Services?
Account management services offer complete solutions to efficiently and accurately handle all your accounting needs efficiently and accurately. With our cloud-based system, you can access a centralised platform for managing your financial data, ensuring transparency and easy accessibility.