Mutual Fund App - One App for Your Investment Needs

The Bajaj Finserv Mutual Fund investment app provides Indian investors with a seamless platform to access, manage, and invest in mutual funds. Begin your mutual fund investment journey with the Bajaj Finserv Mutual Fund investor app.
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Bajaj Finserv app to invest in Mutual Fund
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3 min
19-July-2024

Bajaj Finserv Mutual Fund investment app offers a seamless way for Indian investors to access, manage, and invest in mutual funds. This mutual fund application provides detailed insights, diverse investment options, and industry-standard security features. With features tailored for all investor levels, it enables portfolio tracking, SIP setup, and fund comparisons while ensuring data privacy and transparency. Bajaj Finserv Mutual Fund investment app's comprehensive financial services and the app's user-friendly interface ensure it remains a trusted option for mutual fund investments.

Invest quickly and easily with the Bajaj Finserv mutual fund app

Apps to invest in mutual funds in India simplify the investment process with user-friendly interfaces, robust security, and tailored financial advice. A leading app like Bajaj Finserv Mutual Fund investment app offers seamless onboarding, comprehensive portfolio tracking, and secure investment transactions. This mutual fund application caters to both beginners and seasoned investors with tools like goal setting, advisory services, and dashboards that visualise your progress. Security measures like two-factor authentication ensure your investments remain safe, while each app's specialised features provide flexible, tax-efficient investment opportunities.

Features of Bajaj Finserv mutual fund app

The Bajaj Finserv mutual fund app is designed to optimise your investment experience with a host of powerful features. Here's what you can do with the app:

  • Fund suggestions: Receive mutual fund suggestions tailored to your investment capacity, horizon, and risk profile.
  • Comprehensive fund range: Explore a wide array of mutual funds to suit various investment needs.
  • Efficient tracking: Manage and track your investments conveniently through a single-view dashboard.
  • External transactions: Import transactions from other mutual fund investments.
  • Advanced research access: Utilise advanced research reports available for free to make informed decisions.
  • Simplified e-KYC process: Experience a smooth and secure electronic KYC process to verify your identity.
  • Secure transactions: Conduct transactions securely, ensuring your financial information is protected.

Related articles to read

  1. What is a mutual fund in simple words
  2. How mutual funds work
  3. Different types of mutual funds
  4. How to choose mutual funds
  5. How to invest mutual funds
  6. Advantages of mutual funds
  7. Association of Mutual Funds in India (AMFI)

What can you do with the Bajaj Finserv mutual funds investor app?

The Bajaj Finserv mutual fund investment app offers several features that streamline the investment process:

  1. Search and analyse multiple mutual fund in India: The app provides detailed data on various mutual funds, allowing users to explore and analyse different options without clutter. There are also ready-made portfolios available for those who prefer guided choices.
  2. Open your account: Account setup is quick and paperless, even for users who need to complete their KYC. Simple steps involving basic information and document uploads are required.
  3. Invest in any mutual fund using net banking: Users can invest through systematic investment plans (SIPs) or lumpsum payments easily using net banking credentials.
  4. Track your investments: The app allows users to monitor their investments on the go, ensuring they stay updated with their financial growth.

Documents required to invest in a mutual fund through the app

To invest in a mutual funds through the Bajaj Finserv app, you will need to open an account.

Documents required for account opening process are as follows:

  • PAN: PAN can be uploaded by user in case PAN check fails
  • Signature
  • Cancelled bank cheque: In case bank verification via penny drop fails

How to download the Bajaj Finserv mutual fund app on Google Play Store

To download the Bajaj Finserv Mutual Fund Investment App from the Google Play Store, you can follow these steps to mutual fund app download:

  1. Open Google Play Store: Launch the app on your Android device.
  2. Search for the app: Type “Bajaj Finserv” in the search bar.
  3. Select the app: Find the app from the search results and select it.
  4. Install the app: Click on the ‘Install’ button to download and install the app on your device.

How to download the Bajaj Finserv app for mutual fund investment on Apple App Store

To download the Bajaj Finserv mutual fund investment app on an Apple device, follow these steps to mutual fund app download:

  1. Open the Apple App Store: Access the App Store on your iOS device.
  2. Search for the app: Type “Bajaj Finserv” into the search bar.
  3. Select the app: Choose the app from the displayed search results.
  4. Download and install: Tap the 'Get' button to download and install the app on your device.

How to use the app for investing in mutual funds?

1. Download and Register:

  • Download the Bajaj Finserv app from the app or play store.
  • Register using your phone number and follow the prompts to complete your profile.

2. Complete KYC:

  • Ensure your KYC details are updated or complete the verification through the app.

3. Explore mutual fund options:

  • Navigate to the “Investments” or “Mutual Funds” section.
  • Browse available funds based on risk appetite and investment goals.

4. Select a fund:

  • Choose a fund that aligns with your financial objectives.

5. Enter investment details:

  • Input the investment amount.
  • Select between a lump sum or a systematic investment plan (SIP).

6. Complete payment:

  • Use your preferred payment method to invest.

7. Track and manage:

  • Monitor your portfolio and track returns via the app's dashboard.

Conclusion - Get started on growing wealth

The Bajaj Finserv Mutual Fund Investment App stands out as an exemplary tool for investors in India, offering a seamless blend of convenience, security, and comprehensive features. Whether you are a novice investor or a seasoned professional, this app caters to all your investment needs with its user-friendly interface and robust functionalities. From tailored fund suggestions and advanced research reports to efficient tracking and secure transactions, the app simplifies the entire investment process. By ensuring data privacy and providing insightful tools for informed decision-making, Bajaj Finserv empowers you to manage and grow your portfolio with confidence. Download the app today to experience a streamlined, efficient, and secure approach to mutual fund investments.

Essential tools for mutual fund investors

Mutual Fund Calculator

Lumpsum Calculator

Systematic Investment Plan Calculator

Step Up SIP Calculator

SBI SIP Calculator

HDFC SIP Calculator

Nippon India SIP Calculator

ABSL SIP Calculator

Tata SIP Calculator

BOI SIP Calculator

Motilal Oswal Mutual Fund SIP Calculator

Kotak Bank SIP Calculator

LIC SIP Calculator

Groww SIP Calculator

ITI SIP Calculator

ICICI SIP Calculator

Frequently asked questions

How do I check my mutual fund details?
You can access mutual fund details through your investment account or fund house's online portal. Additionally, use comprehensive research websites like Bajaj Finserv mutual fund platform India - one of the mutual fund best app to compare performance, analyse portfolios, and read detailed fact sheets of different funds​​.
Is the Bajaj Finserv app for mutual fund investment safe?
Bajaj Finserv App employs encryption and security measures, ensuring safe transactions and data privacy. Users can comfortably invest and track their funds with industry-standard protection​​.
Is the app free for mutual funds investment?
Bajaj Finserv app is generally free to download and use, allowing users to make investments without extra charges. However, specific fund schemes may have associated fees depending on the fund house's policies​​.
Who can use the Bajaj Finserv app for mutual fund investment?
The Bajaj Finserv app is designed for any investor seeking to manage and grow their mutual fund investments. Whether experienced or new to investing, the app's features are tailored for a diverse user base​​.
Does Bajaj Finserv charge for mutual funds?
While the app is free to use, individual mutual funds might incur charges such as expense ratios and exit loads, dictated by the respective fund houses. Review each fund's fact sheet before investing to understand any associated fees​.
Is it safe to invest through mutual fund apps?
Investing through mutual fund apps is generally safe, given the encryption and security measures in place. Trusted apps like Bajaj Finserv app provide real-time information, ensuring transparency and security in transactions​.
Can I trust Bajaj Finserv mutual fund app?
Bajaj Finserv app is a well-established financial services company, and its app is considered trustworthy. It provides 1000+ mutual funds in one app with updated insights and robust analysis, backed by stringent security protocols​​.
Can I invest Rs. 100 through Bajaj Finserv?
Yes, you can start investing in mutual funds with as low as Rs. 100 through Bajaj Finserv, subject to the minimum investment criteria of the specific funds. Some systematic investment plans (SIPs) also accommodate smaller investments​.
What are some limitations of the mutual fund tracker app?

Some limitations of the mutual fund tracker app include potential delays in transaction updates, limited customer support, and occasional technical glitches. Additionally, the app may lack certain advanced features desired by experienced investors and might not cover all mutual funds available in the market.

Where to download the Bajaj Finserv mutual fund analysis application from?

The Bajaj Finserv mutual fund analysis application can be downloaded from the Google Play Store for Android devices and the Apple App Store for iOS devices. Simply search for "Bajaj Finserv" in the respective app store and follow the installation instructions.

How to view the transaction history via the mobile app?

To view the transaction history via the mobile app, navigate to the 'Investments' or 'Portfolio' section. Select 'Transaction History' or a similar option to see a detailed record of your past transactions, including purchases, redemptions, and dividends.

Can I track all mutual funds in one app?

Yes, the Bajaj Finserv app allows you to track multiple mutual funds in one place. The app provides a consolidated view of your investments, enabling you to monitor performance and manage your portfolio efficiently.

How to buy mutual funds in the Bajaj Finserv app?

To buy mutual funds in the Bajaj Finserv app, download and register on the app, complete your KYC, explore mutual fund options, select a fund, enter the investment amount, choose between a lump sum or SIP, and complete the payment using your preferred method.

Can I buy direct mutual funds through the Bajaj Finserv app?

Yes, you can buy direct mutual funds through the Bajaj Finserv app. The app offers a range of direct mutual fund options, allowing investors to benefit from lower expense ratios and potentially higher returns compared to regular mutual funds.

Can we buy other mutual funds on the Bajaj Finserv app?

Yes, you can buy a variety of mutual funds on the Bajaj Finserv app, including equity, debt, hybrid, and sectoral funds. The app provides access to a comprehensive range of mutual funds to suit different investment strategies and goals.

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Bajaj Finserv App for All Your Financial Needs and Goals

Trusted by 50 million+ customers in India, Bajaj Finserv App is a one-stop solution for all your financial needs and goals.

You can use the Bajaj Finserv App to:

  • Apply for loans online, such as Instant Personal Loan, Home Loan, Business Loan, Gold Loan, and more.
  • Explore and apply for co-branded credit cards online.
  • Invest in fixed deposits and mutual funds on the app.
  • Choose from multiple insurance for your health, motor and even pocket insurance, from various insurance providers.
  • Pay and manage your bills and recharges using the BBPS platform. Use Bajaj Pay and Bajaj Wallet for quick and simple money transfers and transactions.
  • Apply for Insta EMI Card and get a pre-approved limit on the app. Explore over 1 million products on the app that can be purchased from a partner store on No Cost EMIs.
  • Shop from over 100+ brand partners that offer a diverse range of products and services.
  • Use specialised tools like EMI calculators, SIP Calculators
  • Check your credit score, download loan statements and even get quick customer support—all on the app.

Download the Bajaj Finserv App today and experience the convenience of managing your finances on one app.

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Disclaimer

Bajaj Finance Limited (“BFL”) is an NBFC offering loans, deposits and third-party wealth management products.

The information contained in this article is for general informational purposes only and does not constitute any financial advice. The content herein has been prepared by BFL on the basis of publicly available information, internal sources and other third-party sources believed to be reliable. However, BFL cannot guarantee the accuracy of such information, assure its completeness, or warrant such information will not be changed. 

This information should not be relied upon as the sole basis for any investment decisions. Hence, User is advised to independently exercise diligence by verifying complete information, including by consulting independent financial experts, if any, and the investor shall be the sole owner of the decision taken, if any, about suitability of the same.

Disclaimer:

Bajaj Finance Limited ("BFL") is registered with the Association of Mutual Funds in India ("AMFI") as a distributor of third party Mutual Funds (shortly referred as 'Mutual Funds) with ARN No. 90319

BFL does NOT:

(i) provide investment advisory services in any manner or form:

(ii) carry customized/personalized suitability assessment:

(iii) carry independent research or analysis, including on any Mutual Fund schemes or other investments; and provide any guarantee of return on investment.

In addition to displaying the Mutual fund products of Asset Management Companies, some general information is sourced from third parties, is also displayed on As-is basis, which should NOT be construed as any solicitation or attempt to effect transactions in securities or the rendering any investment advice. Mutual Funds are subject to market risks, including loss of principal amount and Investor should read all Scheme/Offer related documents carefully. The NAV of units issued under the Schemes of mutual funds can go up or down depending on the factors and forces affecting capital markets and may also be affected by changes in the general level of interest rates. The NAV of the units issued under the scheme may be affected, inter-alia by changes in the interest rates, trading volumes, settlement periods, transfer procedures and performance of individual securities forming part of the Mutual Fund. The NAV will inter-alia be exposed to Price/Interest Rate Risk and Credit Risk. Past performance of any scheme of the Mutual fund do not indicate the future performance of the Schemes of the Mutual Fund. BFL shall not be responsible or liable for any loss or shortfall incurred by the investors. There may be other/better alternatives to the investment avenues displayed by BFL. Hence, the final investment decision shall at all times exclusively remain with the investor alone and BFL shall not be liable or responsible for any consequences thereof.

Investment by a person residing outside the territorial jurisdiction of India is not acceptable nor permitted.

Disclaimer on Risk-O-Meter:

Investors are advised before investing to evaluate a scheme not only on the basis of the Product labeling (including the Riskometer) but also on other quantitative and qualitative factors such as performance, portfolio, fund managers, asset manager, etc, and shall also consult their Professional advisors, if they are unsure about the suitability of the scheme before investing.