Dear NJ Wealth Partner,

We are pleased to inform you that, in continuation of our earlier update, effective May 21, 2025 we are now extending the mutual fund investment facility for the U.S. & Canada-based E-Wealth & E-Wealth MF clients by also offering Switch and Systematic Transfer Plan (STP) transaction facilities.  

Please note :

• The applicable terms and conditions will remain the same as those for Purchase and SIP transactions.

• The list of AMCs that are available for Purchase & SIP will also be available for Switch & STP.

• These transactions will not be available in physical mode (TIS)

• The NRI client must be physically present in India at the time of initiating the transaction.

We recommend informing your NRI clients based in the U.S. and Canada about this expanded capability and encouraging them to explore these additional options for managing their investments.

For any further support, our Customer Care team is always here to help.

Warm Regards,

NJ Wealth