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Bajaj Capital Limited

Full company profile

uuid000aw3x

Namestring
Bajaj Capital Limited
Legal namestring
Bajaj Capital Limited
Company typeenum
Private
Founded yearint
1964
Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
1,001–5,000
akta.pro rankint
HeadquartersNew Delhi, India
HQ citystring
New Delhi
HQ countrystring
India
HQ regionstring
Asia
Markets served

Serves global market

Offices1 record

Each record includes

City, Country, Type, Description, Source

Keyword5 values
wealth management advisory, mutual fund distribution, insurance broking services, financial planning advisory, investment advisory services
Industry2 codes
1Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps)
CodeFSAEAGAEPrimaryYes
2Corporate Finance & Capital Advisory
CodeBPAHADABPrimaryNo
NAICS code2 codes
  • Portfolio Management and Investment Advice523940
  • Securities, Commodity Contracts, and Other Financial Investments and Related Activities523
SIC code2 codes
  • Investment Advice6282
  • Security & Commodity Brokers, Dealers, Exchanges & Services6200
Product category
Wealth Management and Financial Advisory
GTM motion2 records

Each record includes

Type, Description, Source

Revenue model2 records
1Wealth Management Advisory
TypeSubscription Recurring
Description

Bajaj Capital generates revenue through wealth management advisory services for high-net-worth and mass-affluent investors, leveraging its 60+ year legacy and hybrid advisory model combining human expertise with digital platforms

hubbis.com
2Financial Distribution
TypeTransaction Fee
Description

Revenue from distributing financial products including mutual funds, insurance, and other investment products to its customer base of 4.1 million investors

hrtoday.in
Marketing channels3 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels2 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
GTM typeB2B and B2C
B2B and B2C
Offering typeServices
Services
Core offering1 text field

Bajaj Capital Limited is an Indian financial services firm that provides wealth management advisory, mutual fund distribution, insurance broking, equity broking, and debt capital markets services to individual investors, families, and corporates. The company combines a relationship-manager-led advisory model with a digital platform to deliver personalized investment, tax, estate, retirement, and financial planning solutions across India.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 of 2 values shown
  • 4.1 million investors served, demonstrating substantial market presence and trust
+1 more record
Product overview1 text field

Bajaj Capital is a financial advisory firm offering a unified wealth management and financial distribution platform. The company provides investment advisory, wealth products, broking services, and debt capital markets through its digital platform and client-facing mobile app, with plans to expand its AI-driven capabilities for personalized financial planning and retirement services.

Product and service1 record
1Wealth Management Advisory
Scale indicator3 records

Each record includes

Type, Value, Description, Source

Recent move5 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight5 records

Each record includes

Type, Description

Peers10 records
TypeDirect peer
Description

One of India's largest private wealth managers, offering advisory, distribution, and broking to HNW and UHNI clients. Closely comparable to Bajaj Capital in customer segment, hybrid advisory approach, and product breadth across mutual funds, PMS, and AIF.

TypeDirect peer
Description

Diversified financial services group combining wealth advisory, broking, asset management, and distribution. Highly comparable in serving HNW/mass-affluent Indians via a hybrid human + digital advisory model.

TypeDirect peer
Description

India-focused wealth management and investment banking firm covering HNW, institutional, and distribution clients. Direct competitor in wealth advisory, broking, and capital markets — overlapping target segments and product set with Bajaj Capital.

TypeBroad incumbent
Description

Subsidiary of Kotak Mahindra Bank offering broking, wealth management, and distribution to retail and HNW clients. A larger incumbent that overlaps in the same mass-affluent/HNW segments where Bajaj Capital operates.

TypeBroad incumbent
Description

Bank-led retail broking, wealth management, and distribution platform serving millions of Indian retail and HNW investors. Competes with Bajaj Capital in retail advisory and product distribution, leveraging ICICI Bank's parent brand.

TypeBroad incumbent
Description

Distribution and broking arm of HDFC Bank, providing investment advisory, equity/debt broking, and mutual fund distribution to retail and HNW clients. A large-scale bank-led incumbent that competes for the same customer wallet.

TypeDirect peer
Description

Tech-first Indian broking and wealth platform serving tens of millions of retail investors with low-cost digital onboarding. Comparable distribution scale and overlap in the mass-affluent segment, differentiated by a much more digital-first model.

TypeDirect peer
Description

Pan-India retail broking and wealth advisory firm with both online and RM-led channels. Direct competitor for Bajaj Capital in retail/HNW advisory, mutual fund distribution, and equity broking.

TypeBroad incumbent
Description

Bank-led broking, advisory, and distribution subsidiary of Axis Bank, serving retail and HNW clients across India. Overlaps with Bajaj Capital in mass-affluent advisory and product distribution, with parent-bank cross-sell.

TypeEmerging player
Description

India's largest digital-first investment platform for mutual funds, stocks, and ETFs, with tens of millions of users. An emerging digital competitor pressuring traditional RM-led advisors like Bajaj Capital on cost and onboarding velocity.

Market position
Strengths5 records

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat4 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights7 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers1 record

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment3 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile2 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Feature3 records

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles3 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

Subsidiaries1 record

Each record includes

Name, Acquired on, Relationship type, Type, Business focus

No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment1 record

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Bajaj Capital Limited

Wealth Management and Financial Advisorybajajcapital.com

Bajaj Capital Limited firmographics

Firmographics
Name
Bajaj Capital Limited
Legal name
Bajaj Capital Limited
Website
https://bajajcapital.com
Company type
Private
Founded year
1964
Operating status
Operating
Headcount range
1,001–5,000 employees
Ownership category
akta.pro rank

Bajaj Capital Limited industry classification

Industry
Product category
Wealth Management and Financial Advisory
NAICS
Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)
SIC
Investment Advice (6282), Security & Commodity Brokers, Dealers, Exchanges & Services (6200)
akta.pro primary industry
Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps) (FSAEAGAE)
akta.pro secondary industry
Corporate Finance & Capital Advisory (BPAHADAB)

Keywords

  • Wealth management advisory
  • Mutual fund distribution
  • Insurance broking services
  • Financial planning advisory
  • Investment advisory services

Where Bajaj Capital Limited is headquartered

Location

Headquarters

HQ city
New Delhi
HQ country
India
HQ region
Asia

Offices1 record

Markets served

Bajaj Capital Limited business model

Business model
GTM type
B2B and B2C
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

  1. Wealth Management Advisory: Bajaj Capital generates revenue through wealth management advisory services for high-net-worth and mass-affluent investors, leveraging its 60+ year legacy and hybrid advisory model combining human expertise with digital platforms
  2. Financial Distribution: Revenue from distributing financial products including mutual funds, insurance, and other investment products to its customer base of 4.1 million investors

Go-to-market motion2 records

Distribution channels2 records

Marketing channels3 records

Bajaj Capital Limited product offering

Product offering

Core offering

Bajaj Capital Limited is an Indian financial services firm that provides wealth management advisory, mutual fund distribution, insurance broking, equity broking, and debt capital markets services to individual investors, families, and corporates. The company combines a relationship-manager-led advisory model with a digital platform to deliver personalized investment, tax, estate, retirement, and financial planning solutions across India.

Product overview

Bajaj Capital is a financial advisory firm offering a unified wealth management and financial distribution platform. The company provides investment advisory, wealth products, broking services, and debt capital markets through its digital platform and client-facing mobile app, with plans to expand its AI-driven capabilities for personalized financial planning and retirement services.

Differentiator

Problem solved

Functional benefit

Products and services

  • Wealth Management Advisory

Quantifiable outcome

  • 4.1 million investors served, demonstrating substantial market presence and trust
  • +1 more outcomes

Companies that use Bajaj Capital Limited

Customer profile

Named customers1 record

Segments3 records

Ideal customer profiles2 records

Bajaj Capital Limited technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Feature3 records

Bajaj Capital Limited partnerships and signals

Strategic signal

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Bajaj Capital Limited competitors and assessment

Company assessment

Direct peers

  • 360 ONE (formerly IIFL Wealth): One of India's largest private wealth managers, offering advisory, distribution, and broking to HNW and UHNI clients. Closely comparable to Bajaj Capital in customer segment, hybrid advisory approach, and product breadth across mutual funds, PMS, and AIF.
  • Motilal Oswal Wealth Management: Diversified financial services group combining wealth advisory, broking, asset management, and distribution. Highly comparable in serving HNW/mass-affluent Indians via a hybrid human + digital advisory model.
  • Nuvama Wealth Management: India-focused wealth management and investment banking firm covering HNW, institutional, and distribution clients. Direct competitor in wealth advisory, broking, and capital markets — overlapping target segments and product set with Bajaj Capital.
  • Angel One: Tech-first Indian broking and wealth platform serving tens of millions of retail investors with low-cost digital onboarding. Comparable distribution scale and overlap in the mass-affluent segment, differentiated by a much more digital-first model.
  • Sharekhan (BNP Paribas subsidiary): Pan-India retail broking and wealth advisory firm with both online and RM-led channels. Direct competitor for Bajaj Capital in retail/HNW advisory, mutual fund distribution, and equity broking.

Broad incumbents

  • Kotak Securities: Subsidiary of Kotak Mahindra Bank offering broking, wealth management, and distribution to retail and HNW clients. A larger incumbent that overlaps in the same mass-affluent/HNW segments where Bajaj Capital operates.
  • ICICI Securities: Bank-led retail broking, wealth management, and distribution platform serving millions of Indian retail and HNW investors. Competes with Bajaj Capital in retail advisory and product distribution, leveraging ICICI Bank's parent brand.
  • HDFC Securities: Distribution and broking arm of HDFC Bank, providing investment advisory, equity/debt broking, and mutual fund distribution to retail and HNW clients. A large-scale bank-led incumbent that competes for the same customer wallet.
  • Axis Securities: Bank-led broking, advisory, and distribution subsidiary of Axis Bank, serving retail and HNW clients across India. Overlaps with Bajaj Capital in mass-affluent advisory and product distribution, with parent-bank cross-sell.

Emerging players

  • Groww: India's largest digital-first investment platform for mutual funds, stocks, and ETFs, with tens of millions of users. An emerging digital competitor pressuring traditional RM-led advisors like Bajaj Capital on cost and onboarding velocity.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Bajaj Capital Limited social profiles

Digital presence

Bajaj Capital Limited financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Bajaj Capital Limited leadership team

Management profile

Number of profiles

Profiles3 records

Bajaj Capital Limited subsidiaries and ownership

Company hierarchy

Subsidiaries1 record

Bajaj Capital Limited funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Bajaj Capital Limited M&A and investment

M&A and investment

M&A

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Bajaj Capital Limited

What does Bajaj Capital Limited do?

Bajaj Capital Limited is an Indian financial services firm that provides wealth management advisory, mutual fund distribution, insurance broking, equity broking, and debt capital markets services to individual investors, families, and corporates. The company combines a relationship-manager-led advisory model with a digital platform to deliver personalized investment, tax, estate, retirement, and financial planning solutions across India.

Is Bajaj Capital Limited a public or private company?

Bajaj Capital Limited is a private company. It is classified as family owned and is currently operating.

When was Bajaj Capital Limited founded?

Bajaj Capital Limited was founded in 1964. It employs 1,001 to 5,000 people.

Where is Bajaj Capital Limited based?

Bajaj Capital Limited is headquartered in New Delhi, India, in the Asia region.

How does Bajaj Capital Limited make money?

Two revenue lines are on record. Wealth Management Advisory is the primary driver. The others are financial Distribution.

Who are Bajaj Capital Limited's main competitors?

Direct peers on record are 360 ONE (formerly IIFL Wealth), Motilal Oswal Wealth Management, Nuvama Wealth Management, Angel One and Sharekhan (BNP Paribas subsidiary). Broad incumbents are Kotak Securities, ICICI Securities, HDFC Securities and Axis Securities. Groww is listed as an emerging player.

Does Bajaj Capital Limited have an API?

No public API is recorded for Bajaj Capital Limited.

What industry is Bajaj Capital Limited in?

Bajaj Capital Limited's product category is Wealth Management and Financial Advisory. Its primary akta.pro industry code is FSAEAGAE, Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps), with a secondary code of BPAHADAB, Corporate Finance & Capital Advisory. Its NAICS code is 523940 and its SIC code is 6282.

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Live signals
Business News TodayBajaj Capital appoints Samir Dewan as Group CEOBajaj Capital appointed Samir Dewan as group CEO on September 28, citing a need for greater integration and stronger capabilities. Dewan brings over three decades of experience in wealth management and private banking, previously serving as senior executive vice president and country head at IndusInd Bank.CNBCTV18Small, mid-cap funds: What to check before investing - CNBC TV18Experts from Bajaj Capital and Flexi Capital advise investors to evaluate small- and mid-cap funds on rolling returns, portfolio quality, and risk metrics rather than past performance. They note that fund size can limit flexibility in small-cap segments and recommend diversification and disciplined valuation.BW DisruptThe Fundamentals Have Not Changed: Jai Bajaj On Modernising Bajaj CapitalJai Bajaj, Managing Director & CEO of Bajaj Capital, discusses how the company has modernized its operations through data-driven decision-making and technology while preserving five core disciplines established by his grandfather K.K. Bajaj, including daily reviews of attendance, MIS performance, expenditure, and legal matters. The company has launched RTR, a retirement-readiness platform, which has already generated over 50,000 financial plans since its inception and represents Bajaj Capital's first direct-to-consumer offering built entirely in-house. Going forward, Bajaj Capital's strategic priorities include expanding into stockbroking, providing access to global markets, and building a direct-to-consumer capability, all anchored to the core Bajaj Capital brand.BW DisruptPurpose-Driven WealthThis is an opinion/editorial piece presenting BajajCapital's perspective on India's insurance sector growth trajectory, highlighting rising healthcare costs, government initiatives like Ayushman Bharat PMJAY and GST removal on insurance premiums as drivers shifting insurance from compliance to active choice. The article outlines BajajCapital's 'Sabka Bhala' philosophy of financial inclusion and nation-building, while identifying key challenges including India's protection and financial literacy gap, the need for better advisor capability, and balancing technology with human touch. The author, a business journalist, includes advice for young professionals on prioritizing client advice over products and maintaining long-term relationships in wealth management.The Times of IndiaBajaj Capital names Jai Bajaj as MD & CEO, ETBrandEquityBajaj Capital has appointed Jai Bajaj as Managing Director & CEO, effective April 1, marking a leadership transition for the financial services firm. The company is entering a new growth phase, combining its six-decade legacy with technology, AI, and data-driven personalized financial advisory services targeting wealth creation, retirement planning, and financial protection. As part of the transformation, Bajaj Capital has hired new leaders across wealth products, marketing, and data science, and plans to launch new digital initiatives focused on financial readiness and intelligent customer experiences.ET NOWMutual Fund Investment: 8 best funds for women by expert - Bajaj Flexi Cap Fund, Kotak Multi Cap Fund and moreAn expert from Etika Wealth recommends specific mutual fund portfolios for women investors to achieve long-term financial goals, highlighting funds such as Bajaj Flexi Cap Fund and Kotak Multi Cap Fund. The article provides tailored asset allocation strategies for different investor profiles, including young savers and retirees, emphasizing step-up SIPs and diversification across equity and debt categories.