Comprehensive Financial Assessment

Clients will be provided with an edge in the form of a Comprehensive Financial Plan, which will give an overall review of his current finances, asset allocation, and goal-based investments and risk management plan.

Quarterly Portfolio Review:

Ongoing Quarterly review will be done on the portfolio by the dedicated WM.

Alerts/Triggers:

Clients will be provided with frequent Alerts/Triggers in order to keep them updated and will help the clients in making decisions with more conviction.

Educative Seminars:

Clients will be invited to various educative and Knowledge enhancing seminars where prominent experts will be called to share views on Markets and Investment opportunities.

Active Investment Services:

Clients shall be provided active Investment services on each asset class like Equity, Real Estate, Debt, Art, etc.

Our Product Suite

Our comprehensive wealth management products cover major asset classes like:

Equity - Equity Mutual Fund, Stock Trading, Portfolio Management, Private Equity Funds

Debt - Fixed Income Funds, Structured Products, Fixed Maturity Plans, Primary Bonds, Secondary Bonds, RBI Bonds

Insurance - Life Insurance, General Insurance, Re-Insurance

Gold - Gold ETFs, Gold Funds

Real Estate -Realty is the property services division of BajajCapital Group. Serving from the last 12 years, the Reality team has helped clients in making wise decisions regarding real estate investments.

Art - BCAH (BajajCapital Art House) - Offers you exclusive counselling services for investing in art.

Just Trade - Just Trade is an Online Platform for Investing in Equities, Mutual Funds and IPO's. Simple layout and easy to operate mechanism makes it a favorite online destination for investors.

Comprehensive Financial Assessment -Your La Premier Wealth Manager will help you with your finances, based on your needs, goals and risk appetite. From retirement solutions and property purchase to financing your children's education, your wealth manager will put your plans in place.

Secondary Debt Offerings - We offer sale and purchase of bonds through online and offline mode.

Estate Planning Services - Tie-up with world-renowned legal firms to provide estate planning and trust services.

Tax Services - To provide comprehensive tax consultancy on personal investment matters.

Well-planned squad of specialists

Our institutional services team provides personalized and proficient wealth management services to organizations. It is a well-planned squad of specialist that provides exclusive services to major corporations, government entities, unions and nonprofit establishments. We have a presence in all the metros in the country with an annual mobilization of over Rs.10,000 Crores.

We enjoy the patronage of over 1,000 quality relationships with an AUA (Asset under Administration) of 3,000 Crores. A dedicated wealth manager will carefully assess the organization's objectives and will help in developing investment policies appropriate to the goals and risk profile of each portfolio. It will include the identification of a customized solution that best matches the objectives and risk constraints involved. It will be our continuous endeavour to monitor your portfolio and provide you with regular reports and market updates.

We extend our services in the following areas:

• Corporate Insurance and Risk Management Consultative
• Resource Mobilization through Equity/Debt Placement
• Project Finance
• Financial Assessment Services
• Provident Fund Investments

Corporate Insurance & Risk Management

Among the bouquet of various services provided by BajajCapital, we have our very own specialized offshoot “BajajCapital Insurance Broking Limited (BCIBL)” that offers exclusive advice and services to Corporates, Institutions, and Individuals relating to Life & General Insurance through the pan-India network.

BCIBL has an experienced team, which manages Insurance as well as a Reinsurance program. Our approach to the clients is to provide comprehensive risk management services for the insurance portfolio management for Assets, Business operations, Financial Liability and Manufacturing or Operating Risks. We then identify a support team with a team leader to handle your account supported by a servicing group, which would include experienced, qualified, & dynamic executives who would be your single window for all communications.

We have a transactional relationship with all of the currently licensed insurers both Life as well as Non-life and have a “Preferred Insurance Broker” status with many of these.

We offer our services and expertise in core areas such as:

• Personal/retail lines, Corporate & Commercial insurance packages concerning fire, marine (negotiable rates), machinery breakdown etc.
• Liability, Contingency risks, Industrial & Project Insurance
• Other speciality products like Professional
• Indemnity, Directors & Officers Liability
• Insurance Program & Portfolio designing
• Customized insurance products designing
• Claims solutions & advisory services

Our Process

Financial Assessment requires profound understanding of several financial parameters and human factors, including the client's requirements and the market subtleties. Being a process-driven organization, we have designed a four-step process-

Need Analysis

Our managers examine and evaluate your investment objectives and your comfort level with various asset classes, such as Equity, Debt, and Realty etc.

Scheme Selection

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

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

Ongoing Review

Once executed, we assist you in monitoring your portfolio regularly.