How to download your Systematic Deposit Plan statement

Here’s how to effortlessly download your SDP statement from My Account and access crucial financial information.
Systematic Deposit Plan
3 mins
01 April 2024

Understanding your investments and, by extension, your investment statements is critical if you want to keep track of your financial goals. These documents offer useful information and perform a variety of functions that are advantageous to investors. Similarly, the SDP statement gives you a thorough record of every investment you've made using the Systematic Deposit Plan. A Systematic Deposit Plan is a form of fixed deposit investment option in which you deposit a fixed sum each month for a fixed length of time. You may track the performance of each fixed deposit, including the interest earned and the maturity dates, by downloading and reviewing the SDP statement.

What is an SDP statement?

The deposits made under your Systematic Deposit Plan are listed in detail on your statement of account. It includes information on the invested amount, the annual interest rate for each SDP deposit, the maturity amount and more. To download your statement of account and other SDP-related documentation, visit our customer portal – My Account.

Accessing and downloading your statement:

To download your statement, follow these steps:

  1. Sign-in to your Bajaj Finance My Account.
  2. Enter your registered mobile number and submit the OTP to authenticate your account.
  3. Verify your identity by entering your date of birth and proceed.
  4. Navigate to the 'document centre' section.
  5. Select your SDP from the list of investments.
  6. Click on 'Statement of Account’ to download your statement.

Alternatively, you can directly Download your statement of account

Explore our customer portal to get other important documents, including receipts, interest certificates, forms and much more.

Benefits of downloading your financial documents

Downloading your financial documents, including the SDP statement and other related documents, offers several benefits:

  • Convenience and accessibility: You can access all your important financial information in one place, anytime and anywhere.
  • Quick and secure access: Downloading your documents allows you to retrieve key details of your investment quickly and securely.
  • Easy record-keeping: By organising your financial documents digitally, you can easily maintain a comprehensive record of your investments.
  • Reduction in paperwork: Digitally downloading your documents helps reduce the need for physical paperwork and storage.
  • Tax Documentation: Your investment statements serve as essential documentation for tax purposes. It provides details of the interest earned on your fixed deposits, which is taxable as per your income tax slab.

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

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Frequently Asked Questions

How Does the Systematic Deposit Plan Work?

The Systematic Deposit Plan operates by allowing investors to make regular monthly deposits over a predetermined period. Each deposit earns interest independently based on the prevailing FD interest rates, providing a systematic approach to wealth creation.

What are Documents Required for Bajaj Finance’s Systematic Deposit Plan?

PAN card and any KYC documents like Aadhar card, Passport, Driving License or voter ID card.

What are advantages of Investing in Systematic Deposit Plan?

Investing in a Systematic Deposit Plan offers advantages such as disciplined savings, fixed and attractive interest rates, flexibility in choosing deposit frequency, and the ability to create a financial cushion over time.

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Disclaimer

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