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A New Way To Do Business:
Mutual Funds On WhatsApp

Seamless transactions, effortless business management and more on the Bajaj Finserv Mutual Fund WhatsApp Channel for Partners

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Our WhatsApp Success Story

 

The WhatsApp Partner Channel has made mutual fund distribution faster, simpler and more convenient. Here are some of the key milestones on our journey:

  • More than 60% of our partners were onboarded through our WhatsApp channel in the first two months of its launch.
  • We have maintained an average WhatsApp channel accuracy of more than 98%, with minimal Not in Good Order (NIGO) cases.
  • More than 21,000 unique users have interacted with our WhatsApp Partner Channel since its launch.

Why Should You Choose WhatsApp Partner Channel?

 
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User-friendly interface
 
Seamlessly navigate and manage transactions with our intuitive and easy-to-use platform.
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24/7 accessibility
 
Access and manage your investments anytime, anywhere with our round-the-clock service.
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Transactions in less than 60 seconds
 
Complete your mutual fund transactions in under a minute.
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100% paperless process
 
Enjoy the convenience of completely digital and eco-friendly transactions.
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Minimised rejection
 
Reduce the risk of errors and rejections with our streamlined and accurate transaction process.
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Increased efficiency
 
Enhance productivity and streamline operations with our efficient and effective tools.
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Key Features of WhatsApp Partner Channel

 
 
 

Initiate transactions

 
Make lumpsum, SIP, Switch, STP and redemption transactions within 60 seconds.
 
 

Custom QR

 
Generate ARN-linked custom QR codes and share them with investors. Three custom QRs are available: generic (for all Bajaj Finserv MF schemes), scheme-specific, and Savings+ QR.
 
 

Savings+

 
Help investors move idle funds to Bajaj Finserv Liquid Fund and Bajaj Finserv Overnight Fund through Savings+ and potentially earn better returns than savings account.
 


 

Services and support

 
View transaction statuses, access key statements, check KYC status and initiate non-commercial transactions such as e-mandate creation.
 
 

Information vault

 
Access all essential documents and guides related to Bajaj Finserv AMC, including forms, NFO and scheme updates.
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Come Onboard In A Few Simple Steps

 

 

Begin your journey with the WhatsApp Partner Channel through a quick and easy login/empanelment process.

  • Add the Bajaj Finserv MF - Partner WhatsApp number (+91 9765296666) to your contact list.
  • Send us a “Hi” on WhatsApp.

Login process for empanelled partners:

  • If your WhatsApp number is the same as your KYD number, press “Continue” and enter the TPIN or OTP sent to your phone.
  • Else, enter your KYD number and then enter the OTP/TPIN.
  • You will reach the main menu and can begin transacting.

Login process for non-empanelled partners:

  • The WhatsApp bot will get details as per AMFI records.
  • Click on ‘Get Empanelled’.
  • Then follow the process detailed above.
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Quick Tips

 

 

  • Message ‘Exit’ on the WhatsApp chat to end the ongoing session.
  • Each chat session is active for 60 minutes, If you get stuck at any point, send ‘Exit’ and then select ‘Yes’. After that, send a message saying ‘Hi’ to start a new session.
  • Send a ‘Main Menu’ message to go to the Main Menu in middle of the session.
  • An edit option is available in certain functionalities to modify the details.
  • Pin the Bajaj Finserv MF – Partner chat on WhatsApp for easy access.
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Frequently Asked Questions (FAQs)

 
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Simply send “Hi” to initiate the transaction on our WhatsApp Number +91-9765296666

Yes, after completing a transaction, investor will receive an acknowledgement email within an hour on their registered email address.

You can reach us at 1800-309-3900 (toll-free) from 9 am to 6 pm, Monday to Friday. Alternatively, you can email us at service@bajajamc.com for assistance

Yes, the data is absolutely safe with us through end-to-end encryption. We prioritise security and confidentiality, ensuring that data of both partner and investor remains highly secure.

Yes, we offer video guide for better learning. To access it, go to the “Information Vault” from the main menu after logging in, select “Digital Briefcase”, and then choose the “WhatsApp” option.

An investor will receive an authorisation link on WhatsApp from the number +91- 9145665151 as well as on their registered email ID. The investor can authorise the transaction through either method.

There are two modes of payments available, net banking and UPI