Bajaj Capital ltd Wealth Management Group

General information

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.

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.