Bajaj Capital is India’s Premier Investment Services Company with nearly 57 years of experience in helping people protect and grow their wealth. We’ve helped to create more millionaires than any other firm in India. But it’s our deep personal relationships with clients that truly sets us apart.
No other firm can match the depth of our experience and our dedication to personal service. The markets may fluctuate, but our dependability never does.
Our bouquet of services includes:
Personalized Investment Services: requires creating a customized ‘snapshot’ using our proprietary 360 degree financial assessment tool, at no extra charge. We will create a thorough analysis of income, current and future financial needs, and take time to discuss your personal and professional aspirations.
360 Degree Financial Assessment Tool
Our proprietary 360° Financial Assessment Tool is a unique scientific method that takes an all-round view of investments using 3 steps:
i) Need Analysis: The process begins by filling the need analysis form - which helps in understanding an individual's financial responsibilities and goals. Our dedicated Wealth Manager will do a thorough analysis of income, profiling current and future financial needs, and discuss his personal and professional aspirations. A personalized snapshot is generated using 360° Financial Assessment software that provides a graphic account of all financial requirements of the individual at different stages of his life.
ii) Scheme Selection: Need analysis gives comprehensive insight into financial life of our clients, which helps us choose the best financial instruments to meet their aspirations. It is based on this snapshot, Wealth Manager devise a comprehensive, customised and unbiased investment choice for the person best suited in his interest.
iii) Efficient Execution: Once the scheme selection is done, we would ensure prompt client service support like timely updates, portfolio reviews & re-balancing, 24x7 online client centre support and much more to keep track of client's investments and remind them for corrective actions, if necessary.
Incredible Range of Financial Products: as authorized distributors of financial products, we are truly unbiased in scheme selection and efficient execution for you.
Hassle-free administration: Timely updates, regular portfolio reviews and 24x7 online call centre support to keep your investments on track.
Pan-India presence: With over 200 offices in 70 cities across India, we strive to maintain a consistency of relationship and experience. So if you happen to relocate, there will be a nearby Bajaj Capital office with the same standard of service.
Why Bajaj Capital
• SEBI licensed Category I Merchant Banker
• Nearly 50 years of experience in helping people protect and grow their wealth
• We help in need analysis, scheme selection and efficient execution through our proprietary 360 degree financial assessment tool.
• We offer an incredibly diverse range of financial products and personalized services.
• Over 200 offices in 70 cities across India, to maintain a consistency of relationship and experience.
• Strong team of qualified and experienced professionals including CAs, MBAs, MBEs, CFPs, CSs, Insurance Experts, Legal Experts and others
• Our Group Company, Bajaj Capital Insurance Broking Limited, is an IRDA-licensed Composite Insurance Broker
• Serving over 10 lakh investor clients.
No other firm can match the depth of our experience and our dedication to personal service. The markets may fluctuate, but our dependability never does.
Our bouquet of services includes:
Personalized Investment Services: requires creating a customized ‘snapshot’ using our proprietary 360 degree financial assessment tool, at no extra charge. We will create a thorough analysis of income, current and future financial needs, and take time to discuss your personal and professional aspirations.
360 Degree Financial Assessment Tool
Our proprietary 360° Financial Assessment Tool is a unique scientific method that takes an all-round view of investments using 3 steps:
i) Need Analysis: The process begins by filling the need analysis form - which helps in understanding an individual's financial responsibilities and goals. Our dedicated Wealth Manager will do a thorough analysis of income, profiling current and future financial needs, and discuss his personal and professional aspirations. A personalized snapshot is generated using 360° Financial Assessment software that provides a graphic account of all financial requirements of the individual at different stages of his life.
ii) Scheme Selection: Need analysis gives comprehensive insight into financial life of our clients, which helps us choose the best financial instruments to meet their aspirations. It is based on this snapshot, Wealth Manager devise a comprehensive, customised and unbiased investment choice for the person best suited in his interest.
iii) Efficient Execution: Once the scheme selection is done, we would ensure prompt client service support like timely updates, portfolio reviews & re-balancing, 24x7 online client centre support and much more to keep track of client's investments and remind them for corrective actions, if necessary.
Incredible Range of Financial Products: as authorized distributors of financial products, we are truly unbiased in scheme selection and efficient execution for you.
Hassle-free administration: Timely updates, regular portfolio reviews and 24x7 online call centre support to keep your investments on track.
Pan-India presence: With over 200 offices in 70 cities across India, we strive to maintain a consistency of relationship and experience. So if you happen to relocate, there will be a nearby Bajaj Capital office with the same standard of service.
Why Bajaj Capital
• SEBI licensed Category I Merchant Banker
• Nearly 50 years of experience in helping people protect and grow their wealth
• We help in need analysis, scheme selection and efficient execution through our proprietary 360 degree financial assessment tool.
• We offer an incredibly diverse range of financial products and personalized services.
• Over 200 offices in 70 cities across India, to maintain a consistency of relationship and experience.
• Strong team of qualified and experienced professionals including CAs, MBAs, MBEs, CFPs, CSs, Insurance Experts, Legal Experts and others
• Our Group Company, Bajaj Capital Insurance Broking Limited, is an IRDA-licensed Composite Insurance Broker
• Serving over 10 lakh investor clients.
Location: India, Haryana, Gurugram
Employees: 5001-10000
Phone: +91 1800 313 123 123
Founded date: 1964
Mentions in press and media 11
| Date | Title | Description |
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| 08.03.2024 | BajajCapital in Partnership with UF Academy and Studios launches URJA- A Holistic Mind-Body Experience | Gurugram, Haryana, India BajajCapital, in partnership with UF Academy and Studios, proudly announces the launch of URJA - a holistic mind-body experience. As a BajajCapital CSR Initiative, URJA aims to revolutionize education by tapping int... |
| 19.02.2024 | BajajCapital Celebrates 60 Years of Empowering Financial Futures: A Legacy of Growth and Partnership | Gurgaon, Haryana, India BajajCapital, India’s premier financial services company, is elated to announce its 60th Foundation Day, marking a significant milestone in its journey of empowering individuals and driving India's growth story throu... |
| 07.11.2023 | BajajCapital Forays into Global Private Wealth: Appoints Kalpesh Dave as Deputy CEO | Gurgaon, Haryana, India BajajCapital, a leading name in the financial services industry, is delighted to announce the appointment of Mr. Kalpesh Dave as Deputy CEO, marking a significant moment in the company's journey towards serving the U... |
| 29.08.2023 | BajajCapital Unveils Glorious New Chapter at the ThePowerof100% - Amritkaal Forever Annual Mega Meet | Gurugram, Haryana, India BajajCapital, India's beacon of financial trust, recently etched a resplendent milestone in its journey with the grandeur of its Annual Mega Meet, "ThePowerof100% - Amritkaal Forever." This five-day saga o... |
| 11.05.2023 | Transforming Indian Finance: BajajCapital Introduces All-Encompassing App for Seamless Investing | Gurugram, Haryana, India BajajCapital, a pioneer in financial services is delighted to announce the launch of its new mobile application designed to revolutionize the way INDIA invests. The BajajCapital App provides a comprehensive investme... |
| 07.10.2022 | Karnataka Women Home Guards Find a New Fitness Regime | Gurugram, Haryana, India Karnataka State Women Home Guards personnel attended the program designed by Urban Fitness Academy Foundation & backed by Bajaj Capital Foundation. The fitness program known as ‘Bhramari’ is a 30 minute body, mi... |
| 12.08.2022 | The Future is Here: Bajaj Capital Witnesses Top Financial Wealth & Insurance Leaders at their Annual Event "ThePowerof100%" | Gurugram, Haryana, India Bajaj Capital India’s most trusted Financial brand, witnessed industry leaders from HDFC AMC, Tata AIA, White Oak AMC, Kotak AMC and many more speak at their Annual Mega Meet, “ThePowerof100%”. Power of 100% A group... |
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