Gurugram: Bajaj Capital, India’s premier investment services group has launched India’s most advanced portfolio analysis report titled EDGE. It allows any Indian to upload their CAS & get a detailed view of their investment across Mutual Fund, National Pension System, Bond, Fixed Deposits, etc. With this launch Bajaj Capital takes a giant step towards empowering Indians towards taking better financial decisions for their investments across multiple companies.
Today, the number 1 pain point of an Indian citizen is that their investments are fragmented. Some investments started with one AMC, another with someone else, at times the investment happened with one distribution house and may be invested in a direct MF equity through another portal.
With this EDGE Report, the Indian citizens can just take their latest CAS file from CAMS website and upload it in the platform to get their consolidated investment summary. CAS file is a consolidated list of a customer’s investments across Mutual Funds, which in the current form is not easy to analyze or understand without any expertise. Therefore, to give customers an EDGE over others, Bajaj Capital is offering India’s most advanced portfolio report for FREE. The report is easy, instant & completely Digital. An individual’s EDGE report helps the wealth manager to suggest a tailor-made investment solution to the customer.
EDGE reports can be fetched within seconds which will have an overview of the current market value of investments, asset allocation, top 10 holdings and their performances, sector wise exposure, AMC exposure & a lot more. This report will give an overall collated understanding & visualization of customer’s external investments as well as investments done within Bajaj Capital. This report is not just limited to mutual funds, if you invest through Bajaj Capital in other products like fixed deposit, National Pension Scheme, PMS, bonds etc. then this report will give you a consolidated view of all investments.
Bajaj Capital is offering 2 ways to get the EDGE Report:
First
1. Fetch & Upload CAS from CAMS website or the latest CAS received on your email
2. Fill details like name, Mobile and PAN number
3. Fill password to access CAS file
Second,
Bajaj Capital can also upload the CAS file on behalf of the customer. They need to share their CAS file from CAMS on cas@bajajcapital.com along with other details like registered mobile no., name, file password & PAN. Once the file has been shared, the customer will get an update over mail & can easily download the EDGE report from their email.
Commenting on the development Sanjiv Bajaj, Jt. Chairman & MD,Bajaj Capital said:
The financial sector in India has evolved and welcomed innovation in the form of digital transformation, which will help to improve the financial inclusions & provide customers with best in class experience. Indian investors today need a consolidated and easy to understand view of their Investments and with EDGE Report we want to drive it.
Aabhinna Suresh Khare, Chief Digital & Marketing Officer, Bajaj Capital added:
When we completed our design thinking with clients, the leading pain point they told us was to see all their investments in one single view dashboard. We made changes to our product road map and brought EDGE Report to bring all their investments in one place. The Report is a flexible, powerful, secure & efficient solution for financial management and sees their net worth. With the EDGE report, we have brought Mutual Fund Investments, Bonds, NPS, FD and equity too. We want to provide ease to every Indian in taking right data driven financial decisions and this is the first step towards creating that backbone.
The FREE EDGE Report feature is a part of Bajaj Capital’s consumer awareness programme that has been built in line with its brand promise to always act in clients interest (%).
