Financial Assessment is a unique software-based simulation that takes a holistic view of your life-long financial needs and charts a personalized investment solution to help you meet them.



The three steps involved in the process are:

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