Introduction of Bajaj Finserv Wealth Systematic Investment Plan Facility on BSE StAR MF Platform

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NOTICE

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[Image omitted. See the official document.]

Members are hereby informed that Bajaj Finserv Mutual Fund has introduced the Bajaj Finserv Wealth Systematic Investment Plan (SIP) Facility on the BSE StAR MF Platform.

This facility enables members to register SIP/XSIP for their clients for a predefined tenure and select a Target Scheme for withdrawal at the time of registration.

Key Features of Bajaj Finserv Wealth Systematic Investment Plan (SIP)

• Wealth SIP facility is available for SIP and XSIP registrations.
• Systematic registrations can be submitted only in Non-Demat Mode.
• Registrations can be made for a fixed tenure of 8, 10, 12, 15, 20, 25, or 30 years.
• The facility is available only for specified eligible schemes of Bajaj Finserv Mutual Fund.
• The facility is available for all tax status categories except Minor tax status.
• Investors can nominate a Target Scheme at the time of registration for withdrawal upon maturity, subject to AMC guidelines.

Members are requested to take note of the above and facilitate registrations for eligible investors in accordance with the guidelines prescribed by Bajaj Finserv AMC and the RTA.

For detailed information on operational processes, registration guidelines, validations, API specifications, and product features, members are advised to refer to the following annexures:

Members are advised to carefully review the annexures and ensure compliance with the prescribed requirements while submitting registrations under the Bajaj Finserv Wealth SIP/XSIP Facility to avoid rejections at the AMC/RTA level.

For queries relating to BSE StAR Mutual Fund Operations, Members may contact the Mutual Fund Helpdesk on 022-45720450 / 650 and 022-69158550 (Available on business days between 8:00 a.m. and 7:00 p.m.). Members may also raise their queries through the CRS Portal: https://bsecrs.bseindia.com

Arunkumar Ganesan VP - Mutual Fund

Mahesh Tare AVP - Mutual Fund