Introduction to Bajaj Capital

Bajaj Capital Limited ("Bajaj Capital") is India's premier "Investment Services" Company,
with nearly 50 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.
Bajaj Capital has been granted the Certificate of Registration (CoR) by the Securities and
Exchange Board of India (SEBI) to carry on the business of Merchant Bankers (Cat-I)
[INM000010544]; Underwriter [INU000001132]; Stock Broker, as Trading Member of BSE Ltd
(Cash Segment) [INZ000007732]; Depository Participant of NSDL [IN-DP-NSDL-267-2006].
Further, Bajaj Capital has been granted the CoR by AMFI [ARN 0010], to carry on the
business of distribution of mutual funds and has also been granted the CoR [Regn.No.03310
(currently under renewal) to act as Point of Presence (PoP) by the Pension Fund Regulatory
Authority for the NPS Schemes.
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.
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:

"Know Your Client" principle is at the heart of our business. We believe that we need to know
our clients risk profile, basic financial situation, to present them the right selection of
investment products/schemes.
ii)

Scheme

Selection:

We will use our best judgment and ability to present you with the best of the breed
investment schemes, for you to choose from.
iii)

Efficient

Execution:

Our service really begins when you have completed your first transaction through us. Our
aim is to be continuously in touch with you with new offerings.
Bajaj Capital is a distributor of financial products and is remunerated by the product
providers. Bajaj Capital is not an Investment Adviser or Financial Planners.
Incredible

Range

of

Financial

Products:

As distributors of financial products, we are truly unbiased in scheme selection and help you
in efficient execution of your transactions.