How to Invest in Mutual Fund Online - How to Buy Mutual Funds

How To Apply

You can invest in Bajaj Finance Mutual Funds by submitting the following documents at any of our branch offices :

1

Step 1

Common Mutual Fund Application form
2

Step 2

Mutual Fund ECS Mandate form
3

Step 3

SIP Registration Form for a small recurring amount, or Lumpsum Purchase Form. for one-time amount
4

Step 4

Risk Profiler form
5

Step 5

KYC acknowledgement letter, or printout KYC compliance page
6

Step 6

SIP/lump sum amount cheque*

If the cheque does not mention the account holder’s name, the current month’s bank account statement is also required. Please note that the statement must be for a period longer than 15 days.