360° Financial Assessment with BajajCapital

Our 360° degree financial assessment method is a unique, proprietary and scientific approach that takes a holistic view of all your future financial needs in life.

Our experts will be glad to assist you with your retirement planning. If you wish to a Relationship Manager (RM), please click here to get an RM. If you're an RM, click here for the assisted model.

Our Process

Need Analysis

The "Know Your Client" principle is at the heart of our business. We believe that good investments can only happen when you know your client's risk profile, his current financial situation and his future goals.

Scheme Selection

Our Team of expert will thoroughly evaluate all aspects of your financial profile, and then present you with the best suited investment schemes for you to choose from.

Efficient Execution

At BajajCapital, a handshake is the beginning of a wonderful relationship.Our relationship really begins, when you have completed your first transaction through us.

Need Analysis

The "Know Your Client" principle is at the heart of our business. We believe that good investments can only happen when you know your client's risk profile, his current financial situation and his future goals.

Scheme Selection

Our Team of expert will thoroughly evaluate all aspects of your financial profile, and then present you with the best suited investment schemes for you to choose from.

Efficient Execution

At BajajCapital, a handshake is the beginning of a wonderful relationship.Our relationship really begins, when you have completed your first transaction through us.

Frequently Asked Questions

Can I do my own Financial Assessment?

Some personal finance software packages, magazines or self-help books can help you do your own Financial Assessment . However, you may decide to seek help from us if:

  • You don't have the time to spare to do your own Financial Assessment;
  • You know that you need to improve your current financial situation but don't know where to start;
  • You feel that a Relationship Manager could help you improve on how you are currently managing your finances;
  • You have an immediate need or unexpected life event such as an inheritance or major illness;
How can I plan for tomorrow when i can hardly pay for today?
How much should I be saving?
What should a Financial Assessment include?
Why is there an evaluation of my insurance needs?