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Bajaj Financial Mutual Fund Review


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Bajaj Financial Account Opening Enquiry

Rs 0 Account Opening Charges + Flat Rs 10 Per Trade Brokerage (with Rs 2500 yearly subscription charges) + Rs 0 Demat AMC Open Demat Account Now!.

Bajaj Financial offers online mutual fund investments through its website and mobile app. You can open a FREE account online instantly and start investing the same day. The broker doesn't charge a commission fee for offering mutual fund services.

Bajaj Financial offers Direct Mutual Funds, which earn up to 1.5% more in comparison to regular mutual funds. Both SIP and Lumpsum modes of investment are available online.

Bajaj Financial offers Mutual Funds from different AMCs. The minimum investment amount is Rs 100 for lump sums and Systematic Investment Plans. Bajaj Finance also offers Corporate Mutual Fund services.

Bajaj Financial Mutual Funds Key Features

  • Free, Instant and online account opening.
  • The minimum investment is Rs 100.
  • Multiple Funds to invest in Equity, Debt, etc.
  • 1600 plus fund portfolio.
  • 40 plus Asset Management Companies.
  • Pay 0% Commission on direct plans.
  • Investment Tracking Option.
  • Retrieve historical investment data.
  • Payment using UPI, Debit card, Net banking etc.
  • Multiple Investment options, including equity, debt, and more.
  • Invest through SIP and Lumpsum payment options.

Bajaj Financial Mutual Fund Investment Platform

Bajaj Financial Mutual Fund Investment Platform allows you to invest, manage and redeem your MF investments online using its website or mobile app. It offers a wide range of tools to choose and analyze available funds and set investment goals.

For investing in Mutual Funds through Mobile App you need to register on a separate app offered by Bajaj Financial.

Steps to invest in Mutual Funds

  1. Login to the Bajaj Financial Website or mobile app.
  2. Click on the 'Mutual Funds' icon in the 'Investment Bazaar' widget.
  3. Provide your personal details like PAN and bank account details.
  4. Select funds.
  5. Pay via Net Banking, Debit Card or UPI.
  6. Place the order.

Bajaj Financial Mutual Funds Account Opening

Steps to Open Bajaj Financial Mutual Funds Account

  1. Visit the Bajaj Financial Website to begin account opening.
  2. Enter your mobile number and fill in other personal details.
  3. Verify your number through OTP
  4. Complete your KYC.
  5. Upload the documents.

Bajaj Financial Mutual Fund Commission Fees

Bajaj Financial doesn't charge any commission on Mutual Funds investment.

Transaction Charges

Account Opening Fee

Rs 0

Mutual Funds Commission / Brokerage

Rs 0

Advisory Fee

Rs 0

Platform Fee

Rs 0

Bajaj Financial Mutual Fund Customer Care

Bajaj Financial also provides customer care support for investors. You can contact me at 1800-833-8888 or write at connect@bajajfinserv.in for any mutual fund related issues.

Advantages

  • Offers more than 1,600 mutual funds to diversify the MF portfolio.
  • Provides an integrated platform to invest across 40 fund houses.
  • Check the performance, returns, mutual fund details of each scheme
  • Offers Mobile and website investment platform.
  • 0% Commission on investment.
  • Zero account opening fees.

Disadvantages

  • Doesn't provide mutual fund recommendations and investment tips.
  • Doesn't allow NRIs to invest in mutual funds.

Conclusion

Bajaj Financial offers an online Mutual Fund investment platform (mobile app and website). They don't charge any brokerage, transaction fees or account opening fees. Investors have a variety of options to choose from 40+ AMCs. Direct Mutual Funds are available that offer additional earnings over regular mutual funds. Investors can invest as low as Rs 100 through Lumpsum and SIP mode of investment.

Bajaj Financial Special Offer

Rs 0 Account Opening (for a limited time only)

  • Get FREE Account Opening.
  • Flat Rs 20 Per Trade Brokerage (with Rs 431 yearly fee)
  • Flat Rs 10 Per Trade Brokerage (with Rs 2500 yearly fee)
  • Flat Rs 5 Per Trade Brokerage (with Rs 9999 yearly fee)
  • Rs 0 Demat AMC

This is a limited-time offer. Simply leave your contact information with us and Bajaj Financial representatives will contact you.

Frequently Asked Questions

  1. 1. How to get a top mutual fund list at Bajaj Capital?

    • Visit Bajaj Capital official website
    • Click on Mutual Fund option
    • Choose 'Top Funds' from the left sidebar list
    • Select the top list like 'Top 5'
    • Choose the 'Type' of scheme
    • Select the 'Nature' of the fund
    • Choose the 'Period' for the funds being the top-performing

     

     

  2. 2. Does Bajaj offer direct mutual funds from other fund houses?

    No, Bajaj Capital doesn't offer direct mutual funds. It only allows investing in regular mutual funds from other fund houses. Bajaj Capital Mutual Fund doesn't charge account opening and any other fee for mutual fund investments.

     

     

  3. 3. How to Invest in Mutual Funds from Bajaj Finserv Mobile App?

    Open a Bajaj Finserv Account instantly online in just a few minutes and you will be ready to invest in Mutual Funds. Once your account is opened, visit the Bajaj Finserv website or download the Bajaj Finserv Mutual Funds investment app.

    Steps to invest in Mutual Funds in Bajaj Finserv

    1. Login to the Bajaj Finserv Website or mobile app with your mobile number.
    2. From the investment bazaar widget, click on the mutual fund icon.
    3. Fill in your basic details like PAN number, Bank details, etc.
    4. Click on the fund you want to invest in.
    5. Make payment via Net Banking, Credit Card or UPI.
    6. Place the order.

     

     

  4. 4. Is Bajaj Finserv Mutual Fund safe?

    Yes, mutual fund investment with Bajaj Fiserv is safe and secure. Bajaj Finserv is an AMFI registered distributor as a third-party Mutual Fund. Bajaj Finserv offers two trading platforms the website and mobile app (Bajaj Finserv App).

    Once bought, the Mutual Funds are transferred to your Demat Account which is held by CDSL. CDSL is a separate company that provides a demat account. Bajaj Finserv work as a service agent for the CDSL depository.

     

     

  5. 5. How is Bajaj Finserv Mutual Fund?

    Bajaj Finserv is an AMFI registered Mutual Fund distributor. Mutual Funds investment through Bajaj Finserv is a decent choice due to the below Key highlights:

    • Backed by the prestigious Bajaj Finance group.
    • Offers 100% online paperless Mutual Funds investment.
    • Offers Direct Mutual Funds.
    • Safe as Mutual Funds are deposited in your Demat Account with CDSL.
    • Doesn't provide any tips or recommendations.
    • Offers mutual funds from 40 plus AMCs.
    • Option to make a one-time investment or through SIP.
    • Mutual fund investments can start with as low as Rs 100.
    • Provides a range of online tools to analyze the available funds.
    • Provides an option to switch the schemes as required.

     

     

  6. 6. What is the Bajaj Finserv Mutual Fund Platform?

    Bajaj Finserv is a licensed stock broker and a mutual funds distributor. It offers a Website and aMobile App to invest online in mutual funds offered by 40+ AMCs in India.

    Bajaj Finserv offers commission-free Mutual Funds investment in addition to free online account opening and zero platform charges.

    The platform allows its customers to invest in Mutual funds safely and securely via UPI payment, Net Banking, Debit Cards, etc.

     

     

  7. 7. What documents are to open Bajaj Finserv account?

    To invest in stocks, mutual funds and IPOs, a Resident Indian investor has to open an online account with Bajaj Finserv. The online account opening process required a few scan documents to be uploaded.

    1. Proof of Identity (anyone; PAN, Aadhar, Drivers License etc.)
    2. Proof of Address (anyone; Aadhar, Passport, Drivers License, Voter ID )
    3. Cancelled Cheque for bank account details.

     

     

Bajaj Financial Account Opening Enquiry

Rs 0 Account Opening Charges + Flat Rs 10 Per Trade Brokerage (with Rs 2500 yearly subscription charges) + Rs 0 Demat AMC Open Demat Account Now!.

Information on this page was last updated on Wednesday, June 19, 2024

Special Offer: Rs 0 Account Opening Charges + Flat Rs 10 Per Trade Brokerage (with Rs 2500 yearly subscription charges) + Rs 0 Demat AMC Open Demat Account Now!.

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