NJ MARS (Mutual Funds Automated Re-balancing System) manages asset allocation of your portfolio in line with the market movement based on solid NJ research (increases equity exposure when markets are low and decreases exposure when markets are high). This helps in capturing the upside in the market while protecting the downside. Also, your money is invested in consistently performing schemes, shortlisted based on NJ research. The non performing schemes, if any, in the portfolio, are replaced with better schemes on an annual basis or as much market conditions Below is the MARS portfolio performance for July 2021
How does MARS work?
Portfolios designed by the NJ Research team will be made available on the MARS platform.
Client has an option to select any of the available portfolios with the help of his NJ partner.
The client can invest in MARS by transferring his existing MF portfolio.
The client can also invest in MARS through cheque / net banking / debit card / auto debit mandate.
The client will be required to authorize all the purchase transactions either online through a single click or signing the TIS provided by NJ Partner (for e.g. Fin Plan UAE by Sreekanth).
Rebalancing of the portfolio is triggered as per schedule of various portfolios. The client needs to authorize the same to realign the portfolio with his target asset allocation.
Benefits
Client can select a model portfolio depending on his risk appetite and investment needs.
Helps the client to invest in well researched mutual fund schemes.
The underlying MF schemes will be selected by the NJ Research Team.
Simple execution tools for portfolio rebalancing.
Enhanced returns resulting from disciplined asset allocation.
MARS performance as of July 2021 attached.
Regards,
Sreekanth Pillai
+971503963193
finplanuae@gmail.com
sreekanth.pillai@cfsgroup.com
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