Bajaj Capital Financial Services

Established in 1964 Indias largest Open architecture , Independent, Unbiased Distribution and Financial Planning house. First Corporate Distributor of Financial Products. Nationwide Distribution Network. Bajaj Capital Insurance Bajaj Capital Investor Bajaj Capital Ltd Bajaj Leasing Broking ltd. Services Ltd. 4 major corporate entities: & Finance Ltd.
SEBI approved Merchant IRDA regulated Insurance Bankers, Investment Advisors Brokers and Financial Planners

NSE members for Stock Broking (JUST TRADE)

Intelli reality

OUR PRODUCTS AND SERVICES

PRODUCTS Company Fixed Deposits & Govt., Bonds Mutual Fund Life Insurance General Insurance DMAT and Trading A/C Real Estate Private equity & Venture capital

SERVICES Investment Planning Retirement Planning Insurance Planning Childrens Future Planning Tax Planning Short Term Cash Flow

Bajaj Capital's Investment Philosophy

* Disciplined Long term Investment ApproachWe believe that 'time' & not 'timing is what matters in investments. * Diversification of Holdings It is essential to create a well diversified portfolio with representation of all asset classes as no single asset will be a top performer year after year. * Optimize Performance while Minimize RisksOur first endeavour is to preserve your capital before making recommendations to grow your capital.

Four step Wealth Management Advisory Process

* Need Analysis: We analyze & assess your investment objectives including your comfort level with various asset classes, such as Mutual Funds, Bonds, Insurance and other Financial Products. * Asset Allocation : We determine an optimal mix of asset classes to meet your financial goals. * Portfolio Construction: Based on that asset mix, we build a customized, diversified portfolio of insurance & investment products. * Ongoing Review: We monitor your portfolios performance, making adjustments as necessary, while communicating with you regularly.

Online portfolio view to clients

Bajaj Capital Clients are always updated

National leaders & Core Members of the company

Mr.K.K.Bajaj

Mr.Rajiv Bajaj

Mr.Sanjiv Bajaj

Mr.Anil Chopra

Chairman

Deputy chairman Managing Director

Joint Managing Director

Group CEO & Director

Basic Principle of Financial Planning

First Protect, Then Create
arri tion, M uca ns Ed re Child age

Speci al Ne eds

Retirement Planning
Investment Planning Investment Planning

Tax Planning

Make the Foundation of your Financial Planning House Stronger. First protect yourself, your family and your assets which will help you create wealth.

Risk Management

Bajaj Capital Financial Services

LETS BEGIN!

May 26, 2012