The Bajaj Capital Group is one of India’s premier Investment Advisory and

Financial Planning companies. We are also SEBI-approved Category I

Merchant Bankers

We offer personalised Investment Advisory and Financial Planning services to

individual investors, corporate houses, institutional investors, Non-
Resident Indians (NRIs) and High Networth Clients, among others.

As one of India’s largest distributors of financial products, we offer a wide

range of investment products such as mutual funds, life and general insurance,
bonds, post office schemes, etc. offered by reputed public and private and
government organizations

Company Profile
Bajaj Capital is one of India’s leading Financial Services companies offering Free Advice on
Investments, Insurance, Tax Saving, Retirement Planning, Financial Planning, Children’s Future
Planning and other services. We also have a wide range of products and services for Corporates,
High Networth Individuals, and NRIs… all under one roof.

At Bajaj Capital, we believe in dreaming big. Dreams inspire us to excel. They ignite hope and
kindle in us the passion to stretch our limits. We also believe that nothing can or should stop us
from realising our dreams… and financial constraints should be the last thing to stop anyone.

Four decades of excellence

For over four decades, we have been helping people realise their aspirations by helping them
make their wealth grow, and plan their financial lives.

Today, we are a one of the largest financial planning and investment advisory companies in
India, with a strong presence all over the country. We take pride in serving our customers – both
individual and institutional – and are known for our strong professionalism and work ethics.

Wide range of services

We offer a comprehensive range of services including financial planning and investment advice,
and the entire gamut of financial instruments and investment products of almost all major
companies, both public and private. In addition, we also provide investment assistance by
helping you complete all the formalities, and help you keep regular track of your investments.

These services and products are delivered through our network of 134 Bajaj Capital Investment
Centres located all over the country.

We are also aSEBI-approved Category I Merchant Banker. We raise resources for over 1,000
top institutions and corporate houses every year, and offer specialised services to Non-Resident
Indian (NRIs) and High Networth Clients.
What you can expect from us

 Sound, research-based advice

 Unbiased, independent and need-based advice
 Prompt, courteous service
 Honest, ethical dealings
 Accessibility

Milestones

The History of Bajaj Capital

Bajaj Capital has contributed to the growth of the Indian Capital Market at every step.

In 1965, we were the first to innovate the Companies Fixed Deposit. Today, we are playing an
active role in the growth of the Indian Mutual Fund industry.

We are also working closely with private insurance companies to deepen India's insurance
market.

Here is a brief gist of our journey throug the years.

1964
Bajaj Capital sets up its first Investment Centre™ in New Delhi to guide individual investors on
where, when and how to invest.

India's first Mutual Fund, Unit Trust of India (UTI) is incorporated in the same year.

1965
Bajaj Capital is incorporated as a Company. In the same year, the company introduces an
innovative financial instrument – the Company Fixed Deposit. EIL Ltd. (Oberoi Hotels, then
known as Associated Hotels of India Ltd.) becomes the first company to raise resources through
Company Fixed Deposits.

1966
Bajaj Capital expands its product range to include all UTI schemes and Government saving
schemes in addition to Company Fixed Deposits.

1969
Bajaj Capital manages its first Equity issue (through an associate company) of Grauer & Wells
India Ltd.; right from drafting the prospectus to marketing the issue.

1975
Bajaj Capital starts offering 'need-based' investment advice to investors, which would later be
known as 'Financial Planning' in the investment world.

1981
SAIL becomes the first government company to accept deposits, followed by IOC, BHEL,
BPCL, HPCL and others; thus opening the floodgates for growth of retail investment market in
India.

Bajaj Capital plays an active role in all the schemes as 'Principal Brokers'

1986
Public Sector Undertakings (PSUs) begin making public issues of bonds MTNL, NHPC, IRFC
offer a series of Bond Issues. Bajaj Capital is among the top ranks of resource mobilisers.

1987
SBI leads the launch of Public Sector Mutual Funds in India. Bajaj Capital plays a significant
role in fund mobilisation for all these players.

1991
SBI issues India Development Bonds for NRIs. Bajaj Capital becomes the top mobiliser with
collections of over US $20 million.

1993
The first private sector Mutual Fund – Kothari Pioneer – is launched, followed by Birla and
Alliance in the following years. Bajaj Capital plays an active role and is ranked among the top
mobilisers for all these schemes.

1995
IDBI and ICICI begin issuing their series of Bonds for retail investors. Bajaj Capital is the co-
manager in all these offerings and consistently ranks among the top five mobilisers on an all-
India basis.

1997
Private sector players lead the revival of Mutual Funds in India through Open-ended Debt
schemes. Bajaj Capital consolidates its position as India's largest retail distributor of Mutual
Funds.

1999
Bajaj Capital begins marketing Life and General Insurance products of LIC and GIC (through
associate firms) in anticipation of opening up of the Insurance Sector. Bajaj Capital achieves the
milestone of becoming the top 'Pension Scheme' seller in India and launches marketing of GIC's
Health Insurance schemes.

2000
Bajaj Capital implements its vision of being a 'One-stop Financial Supermarket.' The Company
offers all kinds of financial products, including the entire range of investment and insurance
products through its Investment Centres. Bajaj Capital offers 'full-service merchant banking'
including structuring, management and marketing of Capital issues. Bajaj Capital reinvents
'Financial Planning' in its international sense and upgrades its entire team of Investment Experts
into Financial Planners.

2002
The company focuses on creating investor awareness for Financial Planning and need-based
investing. To achieve this goal, the company introduced the International College of Financial
Planning. The graduates of this institute become Certified Financial Planners (CFPs), a coveted
professional qualification.

2004
Bajaj Capital obtains the All India Insurance Broking Licence. Simultaneously, a series of wealth
creation seminars are launched all over the country, making Bajaj Capital a household name.

2005
Bajaj Capital launches 360° Financial Planning, a software-based programme aimed at
encouraging scientific and holistic investing.

2007
Bajaj Capital launches Stock Broking and Depository(Demat) Services.

2008
Bajaj Capital launches Just Trade, an online Platform for investing in Equities, Mutual Funds,
IPO's

Our Mission, Aims & Objectives

Bajaj Capital's Mission Statement

The focus of our organisation is to be the most useful, reliable and efficient provider of
Financial Services. It is our continuous endeavour to be a trustworthy advisor to our clients,
helping them achieve their financial goals.

Our Aims
 To serve our clients with utmost dedication and integrity so that we exceed their expectations
and build enduring relationships.
 To offer unparalleled quality of service through complete knowledge of products, constant
innovation in services and use of the latest technology.
 To always give honest and unbiased financial advice and earn our cilents' everlasting trust.
 To serve the community by educating individuals on the merits of Financial Planning and in
turn help shape a financially strong society.
 To create value for all stake holders by ensuring profitable growth.
 To build an amicable environment that accords respect to every individual and permits their
personal growth.
 To utilise the power of teamwork to function as a family and build a seamless organisation.
Our Network of Investment Centres™

134
Investment Centres™
in all over India

Who’s Who at Bajaj Capital

Mr. K.K. Bajaj
Chairman

A visionary par excellence, a pioneer and a leader, Mr K.K. Bajaj has been instrumental in
shaping Bajaj Capital’s emergence as one of India’s largest Investment Advisory companies.

He is a highly respected figure in the field of institutional and personal finance and Company
FDs. His emphasis on honesty, ethics and values are the guiding principles of the organisation.

Mr Bajaj is also a prolific writer and has written over 200 articles on diverse issues such as
Personal Finance, Economic Affairs, and Health.

Mr. Rajiv Deep Bajaj

Vice Chairman & Managing Director

A qualified Financial Planner, Mr Rajiv Deep Bajaj was the first to introduce the concept of
Financial Planning in India. In fact, he is the Founding Chairman of the Association of Financial
Planners (AFP). He is also amongst the first batch of 25 Certified Financial Planners (CFPtm)
designation holders in India.

A Post-graduate in Management and holder of an International Certificate for Financial Advisors

from the Chartered Insurance Institute, London, Mr Rajiv Deep Bajaj has played a pivotal role in
expanding Bajaj Capital's reach across the country. He has recently pursued an Executive MBA
in International Wealth Management under an exchange program between University of Geneva,
Switzerland and Carnegie Mellon University, Pittsburgh, USA.

His youthful energy, dynamic leadership, vision and 16 years strategic management experience
in Banking, Financial Advisory, Insurance Broking and Financial Planning have strengthened
Bajaj Capital.

The Media and Industry honchos have regularly acclaimed Mr Rajiv Deep Bajaj for his strengths
as a powerful orator and writer. His views on various Investment Strategy and Financial
Planning-related issues are regularly flashed in some of the leading media entities like The
Economic Times, Business Today, Star TV, CNBC and Aaj Tak. His personal life goal is to
spread ‘Financial Education’ amongst the Indian masses in order to increase their knowledge
base and shift their perspective from ‘Saving to Investing’.

Mr. Sanjiv Bajaj

Joint Managing Director
Mr. Sanjiv Bajaj started his career in 1995 as managerial trainee, worked on various projects
which included developments at alternate channel of distribution like Broker's associations...etc.
From here, he moved on to Investment Advisory services, which included understanding the
client's needs, and by using various tools of financial planning to offer them a solution to meet
his requirements.

Mr Sanjiv Bajaj is versatile personality with diverse areas of interest. He is a Post-graduate in

Business Management with specialisation in Finance, and holds an International Certificate for
Financial Advisors from the Chartered Insurance Institute, London.

Thanks to him, Bajaj Capital is today the largest individual agent for LIC. Mr Sanjiv Bajaj has a
keen interest in IT, and has played a major role in implementing the ERP software and E-
commerce activities in the company

Mr. Anil Chopra

CEO & Director

Mr. Anil Chopra is the Chief Executive Officer & Director of Bajaj Capital Limited, He joined
the Company in 1984. Mr. Chopra has been instrumental in expanding the branch network of
Bajaj Capital Ltd. all over India.

A Chartered Accountant and a Certified Financial Planner, Mr Chopra is credited with

introducing international accounting and HR practices in the organisation. His most valuable
contribution, however, has been in building up a financially literate society and making Bajaj
Capital a strong retail brand. He is considered an authority, and is widely sought after by the
media for quotes on key developments in the industry.

Why Invest Through Bajaj Capital

 Wide range of products and services
 41 years experience as Investment Advisors and Financial Planners
 More than eight lakh satisfied clients all over India
 Countrywide network of 134 branches
 Over 12,000 NRI clients across the globe
 Personalised wealth management advice
 24 x 7 online accessibility through www.bajajcapital.com
 Strong team of qualified and experienced professionals including CAs, MBAs, MBEs,
CFPs, CSs, Insurance experts, Legal experts and others
 SEBI-Approved Category I Merchant Bankers
 Group Co BCIBL is an IRDA-licensed Direct Insurance Broker