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  • Benefits Of Signing Up +

    Welcome to experience the joy and comfort of being a part of a comprehensive wealth management platform.

    Being associated with TAG Investments can help customers to access products and solutions that are unmatched and customised to match your wealth management needs. With rich experience, expertise and years of continued focus on development of processes & systems, TAG Investments along with its strategic partnership with financial distribution firms have managed to build operational, delivery and service quality standards that are unmatched in the industry. Our Customer Care helps resolve customer queries and complaints with great efficiency. The customers indirectly benefit greatly with this excellence in services.

    In addition, the tangible services on offer to all the customers of TAG Investments are:

    1. Client Desk: Complete family wealth management solution
      1. Comprehensive Online Desk
      2. Wealth Portfolio Consolidation for Individiual/Family/Group
      3. Anytime/Anywhere access to take smart investment decisions
      4. Access to virtually all financial & non financial products
      5. Automatic updates on transactions done through us
      6. Insurance Policy Repository
      7. Insurance Policy Reminders
      8. Analytical Tools for all your investments

    Note: Financial products includes mutual funds, equities, PMS, insurance (life, non-life), fixed income products (company/ bank FD, bonds, debentures, small saving schemes (PPF, NSS, postal schemes). Non-financial products includes physical assets (real estate, bullion) and private assets (equity, debt).

    1. E-Wealth Account: Freedom to transact anytime, any where
      1. Avoid hassles & worries of doing physical transactions
      2. Convenience in making transactions
      3. Accurate, Time & Cost Effective in multiple modes
      4. Removes Operational dependency to execute transactions in mutual funds and ETFs
      5. Easy way to start SIP, STP, SWP, Purchase, Redemption in Mutual Funds and Equity
      6. A customer holding an e-Wealth account avails the following modes of transaction
      7. Online desk transact (transact from e-Wealth Account)
      8. Call & Transact (transact on phone)
      9. Offline /Physical instruction

    TAG Investments is a Nj partner . All our esteemed customers will get access to the Client Desk and e-Wealth Account provided by Nj. To know more on Nj , visit

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