ESOP Financing eligibility and documents

Read on to know the criteria required to apply for ESOP financing

Eligibility criteria and documents required

If your company is mentioned in our list of approved companies, and you meet the three basic criteria mentioned below you are eligible for ESOP financing. Also keep a few documents handy while applying for ESOP financing.

Eligibility criteria

  • Nationality: Indian
  • Employee of partnered corporates 
  • Age: 18 years to 70 years


  • PAN
  • Valid address proof
  • Photograph
  • Bank proof
  • Signature image on white page

More details

ESOPs are most commonly used by privately held companies, although they can also be used by public companies. In general, ESOPs are most effective for companies with stable cash flows and strong growth potential, as they allow the company to raise capital without giving up control or ownership.
They are designed to benefit employees, so companies that are considering ESOP financing should have a strong commitment to employee participation and engagement.
Financial stability: Companies should have a solid financial footing before implementing an ESOP, as the plan will require ongoing financial contributions to fund the purchase of shares.
Legal and regulatory requirements: ESOP financing is subject to a range of legal and regulatory requirements, so companies should ensure that they are compliant with all relevant laws and regulations in their jurisdiction.
Business objectives: ESOPs can be used for a range of business objectives, including employee retention, succession planning, and raising capital. Companies should carefully consider their goals and objectives before implementing an ESOP, and ensure that the plan is aligned with their overall business strategy.

How to apply for ESOP financing

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Step-by-step guide to apply for ESOP financing

Step 1: Click on ‘Apply’ to initiate your application.
Step 2: Enter your mobile number to Sign in and click ‘GET OTP’.
Step 3: Enter the OTP sent to your mobile number. On successful verification, you will be redirected to our online application form.
Step 4: Enter basic details like: Full name, Email ID, mobile number and city of residence.
Step 5: Under ‘Type of Security’ select ‘ESOP Financing’.
Step 6: Enter the total portfolio value of your security and click on ‘Submit’.

Once your application form is submitted, our representative will get in touch with your further proceedings. The final loan amount shall be calculated basis the valuation of the company and the price of the share.
Disbursement shall be done post successfully verification.

Frequently asked questions 

What is the eligibility criteria to apply for ESOP financing?

The eligibility criteria for ESOP financing with Bajaj Finance are:

  • Nationality: Indian
  • Employment: Salaried or consultants with the company
  • Age: 18 years to 70 years
How to apply for ESOP financing?

To apply for ESOP financing, click on the ‘Apply’ button on the page. You will be redirected to our form, where you will have to fill your personal details and the value of your shares. 

Once all your details have been verified through an OTP, sent on your phone, our representative will contact you for further processing of your application.

What is the margin for ESOP financing?

Bajaj Finance provides the loan up to 50% of the ESOP value.

What documents are required to apply for ESOP financing?

The documents required to apply for ESOP financing with Bajaj Finance are:

  • PAN
  • Valid address proof
  • Live photograph
  • Bank proof
  • Signature image on white page
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