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

Official title

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

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What changed

BSE has announced the introduction of the Bajaj Finserv Wealth Systematic Investment Plan (SIP) facility on the BSE StAR MF platform. This facility allows members to register SIP and XSIP for clients in non-demat mode for fixed tenures ranging from 8 to 30 years. Investors can select a target scheme for withdrawal upon maturity. The facility is available for all tax status categories, excluding minors, and is restricted to specific eligible schemes of Bajaj Finserv Mutual Fund. Members are required to follow the operational processes, registration guidelines, and API specifications detailed in the provided annexures to ensure compliance and avoid rejections by the AMC or RTA.

Who is affected
  • BSE StAR MF platform members
Required action
  • Facilitate registrations for eligible investors in accordance with Bajaj Finserv AMC and RTA guidelines.
  • Review annexures regarding operational processes, registration guidelines, and API specifications.
Thresholds
  • Fixed tenures of 8, 10, 12, 15, 20, 25, or 30 years.
Exceptions
  • The facility is not available for investors with Minor tax status.
  • The facility is restricted to non-demat mode.
Consequences
  • Failure to comply with prescribed requirements may lead to rejections at the AMC/RTA level.

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Source details

Source
BSE Ltd (Bombay Stock Exchange)
Type
notice
Published by source
04 Aug 2026
Document number
20260805-35
Issuing division
Trading Operations
Coverage area
securities

Document text

Prepared for reading; wording retained from the source.

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[Image omitted. See the official document.]

NOTICE

Notice No.20260805-35
Notice Date05 Aug 2026
CategoryTrading
SegmentMutual Fund
DepartmentTrading Operations
SubjectIntroduction of Bajaj Finserv Wealth Systematic Investment Plan (SIP) Facility on BSE StAR MF Platform
AttachmentsAnnexure_I ; Annexure_II ; Annexure_III ; Annexure_IV

[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:

AnnexureParticulars
Annexure IProcess Notes
Annexure IIEligible Scheme List
Annexure IIIProduct Overview
Annexure IVEnhanced SIP/XSIP API Specifications

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

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