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 email@example.com and we will be glad to assist you.
Existing Corporate Mutual Fund investors:
Please click here to transact with us.