Our Services

Client Services

Client Desk (Wealth Management Desk)

The Client Desk is a premium offering for our clients that consolidates the entire portfolio, covering every major financial and non-financial product for an entire family or an organisation. Access to the Client Desk is given to every client through a highly secured, unique login ID and password.

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.
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NJ Recommended MF Portfolio

Every investor aims to maximize returns while minimizing risk. While asset allocation and scheme selection are proven strategies, selecting the right schemes is a complex and time-consuming task that requires continuous monitoring and expertise. Managing this at an individual level can be challenging due to operational constraints and behavioral biases, often leading to less effective investment decisions. To ensure the right asset allocation, investors should consult their NJ Partner for better guidance.

NJ Recommended MF Portfolio, formerly MARS, offers curated baskets of mutual fund schemes tailored to specific investment needs, risk profile and asset allocation strategies. These ready-to-invest portfolios simplify the investment process by eliminating the complexities of selecting and managing multiple schemes.

NJ E-Wealth Account

As a client of our NJ E-Wealth A/c service you can enjoy some big, tangible benefits. You can do hassle, worry and error free transactions in a very easy, time and cost effective manner – any time, any where.

We offer easy transaction facilities and unique services for mutual fund and other  transactions through our NJ E-Wealth Account, as given below.

  • Fresh Purchase /Additional Purchase / Redemptions / Switch Transactions
  • SIP and STP registration
  • NFO – Purchase, Switch and SIP Registration
  • Equity Stock SIP registration
  • Equity and Debt IPOs Application
  • Comprehensive reports

What's more, we offer multiple modes of doing transactions as listed below...

  • Mobile: Transact through application on your mobile
  • Online Desk: Transact through online Trading Account Desk
  • Phone: Call and transact through your phone
  • Offline: Transact through physical instructions
It was a humorously perilous business for both of us. For, before we proceed further, it must be said that the monkey-rope was fast at both ends; fast to Queequeg's broad canvas belt, and fast.
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At Kamlesh Panchal Financial Services, our mission is to provide our clients with comprehensive, competent, customized, and classy solutions in wealth creation and wealth management areas. We are driven to provide clients with simple, unbiased, and uncluttered professional advice that adds value to their quality of life and results in actionable solutions.

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Kamlesh Panchal Financial Services
Office Address:
308/309, Fenkin 9,
Behind Satkar Grande Hotel,
Near St Lawrence School,
Road no 3, Wagle Estate,
Thane West- 400604

Email: - office@kpanchal.com
Contact: - 9372417685, 9029166332, 9819060390, 8104941352
Mr. Kamlesh Panchal: - +91-9820125374
Mr. Neel Panchal: - +91-9820020880

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