Best Bajaj FinServ Mutual Fund to Invest in 2024

How to invest in Bajaj Finserv Mutual funds

Investing in mutual funds has been made incredibly easy by Scripbox, even for new investors. To invest in mutual funds, follow these simple steps:

1. Visit scripbox.com for a comprehensive list of investment options: To start investing in mutual funds through Scripbox, go to their website and click on the “Let’s get started” button on the homepage. You’ll be presented with a list of investment options that align with your life goals. Choose an alternative that aligns with your financial objectives, then click “Continue” to proceed with investing in a mutual fund scheme.
2. Register and establish your personal account: Begin your financial journey with Scripbox by setting up an account. After logging in, access your investment details like payment type and amount. Scripbox offers payment options, including monthly SIP and one-time payments. Use the free online SIP calculator to estimate potential returns. Click “See Recommended Funds” to proceed with your investment.
3. Review the Plan and Fund Allocation: Before proceeding, please review the list of mutual funds and their corresponding allocation amounts displayed on this page. It is important to carefully check all the details to ensure accuracy. If changes are needed, simply click on the option that says, “I want to change Funds/ Amount.” Once everything is in order, click on the “Next” button to proceed with your payment.
4. Bank Details and Money Transfer: To complete your transaction, please provide your bank account and PAN details. Rest assured that Scripbox ensures a secure environment for all payments. Please note that your bank account will only be used for investing and crediting the redemption proceeds.

KYC Required to Invest in Bajaj Finserv Mutual Funds

To identify a client, KYC, short for “Know Your Customer,” is essential. SEBI sets the requirements for KYC, and investors must comply with KYC to invest in SEBI-registered mutual funds. The KYC form contains identity information, address, financial status, occupation, and demographic data of the investor.

If you’re an investor looking for assistance with KYC, Scripbox can help. Resident Indians and PIO residing in India will be required to provide the following KYC documents:

1. Address proof (Aadhar Card (Both Front & Back)/Driving License/Passport/Voter ID Card)
2. Pan Card
3. Photograph
4. Video Selfie: Record a video for 5 seconds facing the camera.
5. KYC Authorisation Letter. (Please write on a white plain sheet of paper that “I authorise Scripbox to do my mutual fund KYC” & sign below it)

You can upload scanned KYC docs during registration, or send them via email  help@scripbox.com. or message on WhatsApp number  +91-8884448026  if you’re already a Scripbox user.

How to Download Bajaj Finserv Mutual Funds Investment Statement?

To download your Bajaj Finserv mutual funds investment statement using the Scripbox App, simply follow these steps:

1. To begin, access the Scripbox App using your login credentials.
2. Next, navigate to the ‘Profile’ tab located on the right-hand side of the screen.
3. Afterward, you can simply click on the ‘Email Me’ button, and a Scripbox Investment History download link will be sent to your email.
4. To obtain your Scripbox Investment History statement in Excel format, simply click on the provided link.

The Excel statement will contain the following information: 

1. Orders Tab: This sheet will provide you with the Investor Name, Date Range, Date, Fund Name, Type, Amount Invested, Units, Order NAV, STT, Folio Number, and Purpose. 
2. Current Holding Tab: This sheet will offer details about Fund Name, Units, Current Value, Folio Number, and Purpose.

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