- Bajaj Capital is an investment services company founded in 1964 that helps clients protect and grow their wealth through financial products like mutual funds, fixed deposits, bonds, and insurance. - Their logo depicts Lord Ganesha who symbolizes their values and ethics in business. They aim to be a trustworthy partner to clients and help them achieve their life goals. - They have over 50 years of experience, 120 offices across India, and serve over 10 lakh clients with a diverse range of financial products and personalized services.

1. Company Review Session
On

2. About Logo
 Their logo depicts Lord Ganesha who is the source of all their values and
ethics in business.
 The large ears of Lord Ganesha remind to hear more. They listen carefully to
their clients to understand their needs.
 Logo has a yellow background, which symbolise wealth.
 The letters are in red color – symbolising power and incessant activity.

3. Board of Directors
Mr. K.K. Bajaj
Chairman
Mr. Rajiv Bajaj
Vice Chairman &
Managing Director
Mr. Sanjiv Bajaj
Managing Director

4. History
 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.
 1965: They were the first to innovate the Companies Fixed Deposit.
And today, They are playing an active role in the growth of the Indian
Mutual Fund industry.
 2008: Bajaj Capital launches Just Trade, an online Platform for
investing in Equities, Mutual Funds, IPO's(Initial Public Offering).

5. Mission Statement
Bajaj Capital aims to be the most useful, reliable and
efficient provider of Financial Services. It is their
continuous endeavour to be a trustworthy partner to
their clients, helping them protect and grow their
wealth, and achieve their life goals.

6. Vision Statement
Their vision is to be the most preferred Investment
Services Company in India by providing clients
with informed choices of lasting value, protect and
grow wealth for them, to make their tomorrow
better than today.

7. Bajaj Capital - Aim
 To serve their clients with utmost dedication and integrity so that they
can exceed their expectations and build enduring relationships.
 To always give honest and unbiased financial solutions and earn their
client's everlasting trust.
 To build an amicable environment that accords respect to every
individual and permits their personal growth.
 To utilize the power of teamwork to function as a family and build a
seamless organization.

8. Bajaj Capital
 Nearly 50 years of experience in helping people protect and grow
their wealth.
 They help in need analysis, scheme selection and efficient execution
through their proprietary 360 degree financial assessment tool.
 They offer an incredibly diverse range of financial products and
personalized services.
 Over 120 offices in 70 cities across India, to maintain a consistency
of relationship and experience.
 Serving over 10 lakh clients.

9. Culture at Bajaj Capital
 One of the major reasons why a lot of members prefer to work with
Bajaj Capital is because they have a culture of striking a fine
balance between work and home. they firmly believe if you are
productive, you won't have to miss out on your personal life.
 Bajaj Capital encourages healthy living Efforts are also made to
give an idea of healthy habits among all by health-related
information through a dedicated e-newsletter.
 There is a supportive, healthy work culture where everyone is
treated equally. Bajaj Capital has also made a successful effort to
cut down stress levels.

10. Services
Mutual fund – Create Long term Wealth
Fixed Deposits – Earn Fixed interest
Bonds – Invest in bonds
Insurance – Your Protection
Real Estate – Buy & Sell Property

11. USP & Competitors
USP : Vast experience in Financial Advisory
Competitors : Sharekhan
IIFL
Indiabulls

12. Strengths
1. Diverse range of financial products
2. Mainly Known for Mutual funds and
fixed deposits
3. Has over 200 branches across states
Weaknesses
1. Less penetration in rural areas
2. Lack of awareness due to Low publicity
3. People with conservative mindsets prefer gold
investment
1. Tapping the growing rural market
opportunities
2. Earning Urban Youth looking for
investment options
SWOT Analysis
OpportunitiesThreats
1. Stringent Economic measures by
Government and RBI
2. Entry of foreign finance firms in Indian
Market

13. Bajaj Capital - Investors
Government PSUs(Public Sector Undertaking’s)
HUDCO
LIC HOUSING FINANCE LTD
NATIONAL HOUSING BANK (SUNIDHI SCHEME)
NATIONAL HOUSING BANK(SUVRIDHI TAX SAVING SCHEME)
PNB HOUSING FINANCE LIMITED
SIDBI

14. NBFC(Non Banking Financial Companies)
DEEWAN HOUSING FIN.LTD (Aashray Deposits Plus)
EXIM BANK OF INDIA
HDFC LIMITED
MAHINDRA & MAHINDRA FINANCE SERV LTD
SHRIRAM TRANSPORT FINANCE CO.LTD(UNNATI)

15. Conclusion
Comparing Bajaj Capital ,No other firm can match the depth
of their experience and dedication to personal service. The
markets may fluctuate, but their dependability never does.

16. Thank You