| Summary of the changes implemented on E - Wealth Account |
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| Change date | Addition | Type | Utility/Report Name | Placement | Feature/Description of change |
| Feb’2025 | Updation | Report | Profit & Loss Report | NJ E-Wealth Account Mobile app > Reports>Mutual Fund>Profit & Loss | Profit & Loss report updated with respect to union budget 2024 |
| Dec’2024 | Updation | Reports | Transact | NJ E-Wealth Account mobile app > Transact > Mutual Fund >Purchase / Buy / SIP> | Introduced "Daily" frequency in SIP registration on NJ E-Wealth & E-wealth MF clients |
| Dec’2024 | Updation | Reports | Transact | NJ E-Wealth Account mobile app > Transact >Public Offers > Equity IPO. | SME IPOs are now available on the NJ E-Wealth platform. |
| Dec’2024 | Updation | Reports | Transaction | Partner desk mobile app >PIT - Transaction> Initiate Transaction | Introduced "Daily" frequency in SIP registration on NJ E-Wealth and E-Wealth MF clients |
| Dec’2024 | Updation | Reports | Transact | NJ E-Wealth Account mobile app > Transact > Loans | NJ Term loan is now available directly within the NJ Wealth application. |
| Oct’2024 | Updation | Reports | Transact | NJ E-Wealth Account mobile app > Transact > Mutual Fund >Redeem/ Sell / SWP > Transact | Default bank account on non-demat folios will now display for Switch and SWP transactions. |
| Oct’2024 | Updation | Reports | Transaction | Partner desk mobile app > PIT – Transaction / Mapping >Initiate Transaction | Default bank account on non-demat folios will now display for Switch and SWP transactions. |
| Sep’2024 | Updation | Reports | Transact | NJ E-Wealth Account mobile app > Transact > Mutual Fund >Redeem/ Sell / SWP > Transact | Primary bank account details registered on the folio will now be displayed |
| Sep’2024 | Updation | Reports | Transaction | Partner desk mobile app > PIT – Transaction / Mapping >Initiate Transaction | Primary bank account details registered on the folio will now be displayed |
| Sep’2024 | Updation | Reports | Manage Funds | NJ E-Wealth CM mobile app> Menu > Manage Funds | Add funds & Withdraw funds feature added in NJ E-wealth CM |
| Sep’2024 | Updation | Reports | E- DIS | NJ E-Wealth CM mobile app > Menu > e-dis | E-DIS authorization facility is available in NJ E-wealth CM |
| July’2024 | Addition | Report | Saathi | NJ Partner desk mobile app>NJ Digitalk / Resources > e-Saathi | Navigation Changes for NJ Partner Desk Modules |
| July’2024 | Addition | Report | Basic Training Videos | NJ Partner desk mobile app>NJ Digitalk / Resources > Basic Training Videos | |
| July’2024 | Addition | Report | News | NJ Partner desk mobile app>NJ Digitalk / Resources > News | |
| July’2024 | Addition | Utility | Manage App Security | NJ Partner desk mobile app>Others > Manage App Security | |
| July’2024 | Addition | Utility | EWA Mapping PIT | NJ Partner desk mobile app>PIT - Transaction / Mapping > EWA Mapping PIT | |
| July’2024 | Addition | Utility | NPS | NJ E-wealth account desk > Transact > NPS | NPS SIP is launched for the NJ E-wealth account holders |
| June’2024 | Addition | Utility | Freeze EWA Account | NJ E-wealth account desk > Buddy > Freeze EWA Account | Facility of blocking / freezing of online access of NJ Trading account |
| May’2024 | Update | Utility | Profit & Loss | NJ E-wealth account desk > Reports > Mutual Funds > Profit & Loss Report | Off-market transfer effects of demat holding and transmission Case of both demat and physical is updated. |
| April’2024 | Update | Utility | EWA Family Need | Ewealth account>Manage Family Needs | Start SIP button will be visible if in case of additional SIP requirement |
| March’2024 | Addition | Utility | Online Request Submission | E-wealth account desk>My profile>Online request submission | Existing Ewealth account holder mode of holding can be changed. |
| Summary of the changes implemented on E - Wealth Account |
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| Change date | Addition | Type | Utility/Report Name | Placement | Feature/Description of change |
| Feb’2025 | Updation | Report | Profit & Loss Report | NJ E-Wealth Account Desk > Reports>Mutual Fund>Profit & Loss | Profit & Loss report updated with respect to union budget 2024 |
| Jan’2025 | Updation | Utility | Folio Details Update | NJ E-Wealth Account Desk > My Profile > Folio Details Update | Allows clients to update their Email ID or Mobile Number on their physical folios registered with RTAs. |
| Dec’2024 | Updation | Reports | Transact | NJ E-Wealth Account Desk > Transact > Mutual Fund >Purchase / Buy / SIP | Introduced "Daily" frequency in SIP registration on NJ E-Wealth & E-wealth MF clients |
| Dec’2024 | Updation | Reports | Transact | NJ E-Wealth Account Desk > Transact >Public Offers > Equity IPO. | SME IPOs are now available on the NJ E-Wealth platform. |
| Oct’2024 | Updation | Reports | Transact | NJ E-Wealth Account > Transact > Mutual Fund >Redeem/ Sell / SWP > Transact | Default bank account on non-demat folios will now display for Switch and SWP transactions. |
| Oct’2024 | Updation | Forms | Online Request Submission | NJ E-Wealth MF Account > My Profile > Online Request Submission | Online bank modification request can be given in NJ E-wealth MF account |
| Sep’2024 | Updation | Reports | Transact | NJ E-Wealth Account > Transact > Mutual Fund >Redeem/ Sell / SWP > Transact | Primary bank account details registered on the folio will now be displayed |
| Sep’2024 | Updation | Reports | Manage Funds | NJ E-Wealth CM > Menu > Manage Funds | Add funds & Withdraw funds feature added in NJ E-wealth CM |
| Sep’2024 | Updation | Reports | E- DIS | NJ E-Wealth CM > Menu > e-dis | E-DIS authorization facility is available in NJ E-wealth CM |
| Aug’2024 | Updation | Reports | Loan | NJ E-Wealth Account > Transact > Loan > NJ Capital Loan > Reports & Utilities > Request. | NJ Term loan SOA & IVR can be downloaded from NJ E- Wealth account desk. |
| Aug’2024 | Updation | Reports | Loan | NJ E-Wealth Account > Transact > Loan > NJ Capital Loan > Reports & Utilities > Release Securities. | NJ Term loan Unpledging request for Demat & Non Demat request is available from NJ E – Wealth account desk |
| Aug’2024 | Updation | Utility | Loan | NJ E-Wealth Account > Transact > Loan > Bajaj Loan > Apply for Loan. | NJ Flexi loan is resumed |
| July’2024 | Addition | Utility | NPS | NJ E-wealth account desk > Transact > NPS | NPS SIP is launched for the NJ E-wealth account holders |
| June’2024 | Addition | Utility | Freeze EWA Account | NJ E-wealth account desk > Buddy > Freeze EWA Account | Facility of blocking / freezing of online access of NJ Trading account |
| May’2024 | Update | Utility | Profit & Loss | NJ E-wealth account desk > Reports > Mutual Funds > Profit & Loss Report | Off-market transfer effects of demat holding and transmission Case of both demat and physical is updated. |
| April’2024 | Update | Utility | EWA Family Need | Ewealth account>Manage Family Needs | Start SIP button will be visible if in case of additional SIP requirement |
| March’2024 | Addition | Utility | Online Request Submission | E-wealth account desk>My profile>Online request submission | Existing Ewealth account holder mode of holding can be changed. |
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| Summary of the changes implemented on Client Desk | |||||
| Change date | Addition | Type | Utility/Report Name | Placement | Feature/Description of change |
| May’2024 | Update | Utility | P& L Report | NJ Client desk mobile app> Mutual Fund> P & L Report | Off-market transfer effects of demat holding and transmission Case of both demat and physical is updated. |