Invest in Mutual Fund with Bajaj Finserv App

 


Investing in mutual funds through the Bajaj Finserv app is a straightforward process. Here's a step-by-step guide to help you get started:

1. Download and Install the Bajaj Finserv App

  • Android Users: Visit the Google Play Store, search for "Bajaj Finserv," and install the app.
  • iOS Users: Visit the Apple App Store, search for "Bajaj Finserv," and install the Bajaj Finserv app.

2. Sign Up or Log In

  • Open the app and either sign up for a new account or log in using your existing Bajaj Finserv credentials.

3. Complete KYC (Know Your Customer)

  • If you haven't completed your KYC, you will need to do so. This typically involves submitting your PAN card, Aadhaar card, and a photograph.
  • Follow the instructions on the app to complete the KYC process.

4. Navigate to Mutual Funds Section

  • Once logged in, go to the "Investments" section.
  • Select "Mutual Funds" from the available options.

5. Explore and Select Mutual Funds

  • Browse through the various mutual fund schemes listed on the app. You can filter funds based on categories like equity, debt, hybrid, etc.
  • Detailed information about each fund, including performance, risk level, and fund manager details, will be available to help you make an informed decision.

6. Invest in Your Chosen Fund

  • After selecting a mutual fund, click on "Invest Now."
  • Choose whether you want to make a lump sum investment or start a Systematic Investment Plan (SIP).

7. Enter Investment Details

  • Enter the amount you wish to invest.
  • For SIPs, select the investment frequency (e.g., monthly) and the start date.

8. Make the Payment

  • Review your investment details and proceed to payment.
  • You can make payments using various methods like net banking, UPI, debit card, etc.

9. Confirmation

  • Once the payment is successful, you will receive a confirmation of your investment.
  • You can track your mutual fund investments and their performance directly through the Bajaj Finserv app.


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