Corporate Mutual Funds

Corporate mutual funds: Smart investment options for businesses. Maximize returns and manage company finances effectively. Learn more.
Corporate Mutual Funds
4 mins
20 September 2023

Features and benefits of corporate mutual funds

  • Commission free mutual fund investments
    0% commission as our corporate mutual fund platform offers “direct plans” of mutual funds across Asset Management Companies (AMCs).

  • Multi-level Authorization matrix
    All orders placed follow the predefined authorization matrix (initiator/ approver) before being executed.

  • Check investment policy breach through ‘Guardrails’ feature
    Set up investment guardrails basis internal investment policy of your organization.

  • Detailed analysis of your investments
    Multiple portfolio level reports for analysing and tracking your investments, checking valuation and downloading reports.

Welcome to a whole new world of hassle-free investing! We offer you a one stop solution for all your needs in Mutual Fund investments.

Why register with Bajaj Finserv - Corporate Mutual Fund Platform?

Our Corporate Mutual Fund platform offers you a wide range of benefits and features to manage all your mutual fund investments.

1. Fully digital all in one DIY (Do-It-Yourself) platform for transacting in Mutual Funds for Corporates:

  • A multi hierarchy / multi login platform
  • Complete digital onboarding
  • Paperless transaction capability
  • Option to invest in Direct Plans across AMCs
  • Track & analyse your existing investment portfolio through 24 customized reports
  • Backend integration with BSE StarMF for seamless execution

2. Invest in ‘Direct Plans’ of Mutual Funds

  • 0% commission on your investments as we offer “Direct Plans” across AMCs

3. In built Multi-level ‘Authorization Matrix’ for executing end to end transactions online

  • Option to set transaction-wise multi-level authorization matrix
  • Set authorization level as per employee hierarchy and/or transaction amount
  • All orders placed follow the predefined authorization matrix before being executed

4. Check investment policy breach through ‘Guardrails’ feature

  • Set up investment guardrails basis internal investment policy of your organization
  • Total of 17 guardrails are available for customization & implementation
  • Guardrails validation will check for breaches every time a new order is being placed
  • Option for transaction ‘Authorizer’ to view all the guardrails/parameters that are getting breached & make decisions
  • Simple & easy to access colour coded tabular representation of guardrails breach status
  • Provision in the system to generate reports for post-facto monitoring of guardrails breach after the investment is completed and email notifications regarding any impact on guardrails
  • Ease of tracking portfolio based on guardrails and option to take corrective action

5. Track external Mutual Fund investments portfolio

6. Option to track Mutual Fund investments across group companies / subsidiary companies through single login

7. No fee / charges* in year 1 for the platform – Exclusive to select Bajaj Finance customers

How to invest

To register with our Corporate Mutual Fund Platform, write to us on and we will be glad to assist you.

Existing Corporate Mutual Fund investors

Please click here to transact with us.

Calculate your expected investment returns with the help of our investment calculators

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Frequently asked questions

What Are Corporate Mutual Funds?

Corporate mutual funds invest primarily in corporate bonds and debt securities.

Features of Corporate Mutual Funds

They offer diversification, professional management, and a range of risk profiles.

Taxability of Corporate Bond Funds

Interest income is taxable, and capital gains are subject to taxation as per holding period.

Risk Involved with Corporate Bond Funds

Some risks involved with corporate bond funds are, credit risk, interest rate risk, and liquidity risk.

How Do Corporate Mutual Funds Make Returns?

Through interest income from corporate bonds and potential capital gains.

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