Equity & ETFs
Build substantial wealth through direct equity investments, ETFs, PMS, and AIFs. Professional guidance backed by research and decades of experience.
Understanding Equity
Equity investments represent ownership in companies and have been one of the most powerful tools for building long-term wealth. Just like planting a seed requires patience and consistent care to bear fruit, equity investments need time, discipline, and a long-term perspective to deliver substantial returns.
Equity investments have historically delivered superior returns over the long term, helping you build substantial wealth and beat inflation.
When you invest in equity, you become a partial owner of the company, sharing in its growth and profitability.
Build a diversified portfolio across sectors, market caps, and geographies to spread risk and enhance returns.
Stock markets offer high transparency with real-time pricing and the ability to buy/sell shares quickly when needed.
Equity investments are ideal for long-term financial goals like retirement, child education, or wealth creation.
Choose from direct stocks, mutual funds, ETFs, PMS, or AIFs based on your capital, risk appetite, and investment objectives.
While equity investments offer significant wealth creation potential, it's important to understand the associated risks. Stocks are generally considered riskier investments and require a higher rate of return. You can lose all of your investment with stocks. The flip side is you can make substantial returns if you invest in the right companies with the right holding period. Make sure you don't get into the market before you are ready. Be conservative and never invest in anything you do not understand.
Stock prices can fluctuate significantly in the short term due to market sentiment, economic conditions, or company-specific factors.
Unlike fixed deposits, equity investments carry the risk of capital loss. You may get back less than what you invested.
Entering or exiting the market at the wrong time can impact returns. Timing the market is challenging even for experts.
Individual stocks can underperform due to poor management, industry challenges, or business-specific issues.
Changes in government policies, interest rates, inflation, or global economic conditions can affect stock markets.
While stocks are generally liquid, some equity products like PMS or AIFs may have lock-in periods or exit restrictions.
Equity investments have become more accessible than ever. Over the last decade, the average person's interest in the stock market has grown exponentially. This demand, coupled with innovation in trading technology, has opened up the markets so much that nowadays it is very easy for anyone to buy and sell stocks. However, the key to protecting yourself in the stock market is to understand where you are putting your money or get a financial planner/analyst to handle your equity portfolio.
Define your investment objectives, time horizon, and risk tolerance. Equity investments are best suited for long-term goals (5+ years) with a higher risk appetite.
Decide between direct equity (stocks), equity mutual funds, ETFs, PMS, or AIFs based on your capital, expertise, and time availability.
For direct equity/ETFs: Open a demat and trading account (like NJ EWealth Demat Account). For mutual funds: Open an account through NJ Wealth platform.
Conduct thorough research or seek professional guidance. For direct equity, analyze companies. For funds, review fund performance, expense ratios, and fund manager track record.
Begin with a systematic approach - consider SIP for mutual funds or staggered investments for direct equity to average out costs.
Review your portfolio periodically (quarterly/annually), rebalance if needed, and stay invested for the long term to benefit from compounding.
Equity mutual funds pool money from multiple investors to invest in a diversified portfolio of stocks. They offer professional management, diversification, and convenience. When we buy equities, we often start looking at the price the next day or next week. For many who call themselves investors, the long run is just 1 month. But do you think the management of the business of which we buy shares really looks at their business growth in such a short period?
This basic rule applies to equity investing:
Equity mutual funds are ideal for investors who want exposure to equities but prefer professional management and diversification. They are available in various categories like large-cap, mid-cap, small-cap, flexi-cap, and ELSS (tax-saving) funds.
Direct equity investing involves buying individual stocks of companies, while ETFs (Exchange Traded Funds) are funds that trade on stock exchanges like individual stocks but hold a basket of securities.
Suitability
Use this as a high-level guide only. Final product and allocation decisions are taken one-to-one after understanding your complete profile.
Premium Investment
via NJ Wealth Platform
Minimum Investment
₹50 Lakh
Accessible Investment
Diversified ETF-based investment solutions
Starting from
₹5 Lakh only
Why Trust Us
India's leading mutual fund distributor platform
On NJ Wealth portal/app
Expert analysis and proven investment approaches
Completely digital account opening process
On NJ Wealth login
In Ahmedabad
Investment Platform
Your gateway to direct equity and ETF investments. A comprehensive platform that combines demat and trading accounts for seamless investment management.
The entire account opening and management process is paperless and accessible online from anywhere, anytime.
It combines demat and trading accounts to offer a single platform for managing investments across multiple products, including mutual funds and ETFs.
Users can fund their accounts through various modes, such as net banking, NEFT, RTGS, and UPI.
Investors can monitor their entire portfolio, including performance and real-time P&L, through a mobile application or the web portal.
It allows for adding multiple bank accounts to a single E-Wealth account.
Contact us for NJ Demat account opening and start your direct equity investment journey.
Contact Us for Account OpeningGet personalized guidance from our expert team and start building wealth through equity investments.
