Bajaj Demat Account Referral Program
Partner Reward: Earn ₹100
How to Earn
Program Objective
Refer eligible customers to open a Bajaj Demat Account and complete the online verification process. Referral rewards are credited after successful account activation.
Important Guidelines
Before referring a customer, ensure that:
- The customer is genuinely interested in investing in the stock market.
- A healthy percentage of referred customers complete their account setup and begin using the account.
- All information submitted during the application is accurate.
Account Opening Process
Step 1: Share Your Referral Link
Send your referral link to the customer and ask them to start the application through that link.
Step 2: Verify Basic Details
The customer should:
- Enter basic personal information.
- Verify their mobile number using OTP.
Step 3: Complete Personal Information
Applicants will need to provide:
- Full Name
- PAN Card details
- Date of Birth
- Registered PIN Code
- Employment details
- Gender
Ensure that all information matches the official documents.
Step 4: Complete Digital Verification
The customer should:
- Complete Aadhaar-based eSign authentication.
- Finish the online verification process.
- Submit the application for final review.
Step 5: Wait for Approval
After verification, the application will be reviewed by Bajaj Financial Securities. Once approved, the Demat Account will be activated.
Customer Eligibility
Applicants generally should meet the following requirements:
- Indian citizen
- Salaried or self-employed individual
- Minimum age of 25 years
- Monthly income of ₹30,000 or above
- Work experience of 2–3 years
- Credit score of 750 or above (preferred)
- New-to-credit applicants should meet the required eligibility criteria
Final approval is subject to Bajaj Financial Securities’ internal verification process.
Product Overview
The Bajaj Demat Account enables investors to securely hold shares, mutual funds, ETFs, bonds, and other securities in digital form. The account can be opened online through a simple paperless process with Aadhaar-based eSign verification and digital onboarding.
Key Customer Benefits
Paperless Account Opening
- Fully online account opening process.
- Aadhaar-based eSign verification.
- Quick digital onboarding.
Investment Convenience
- Buy and sell securities through a secure trading platform.
- Hold investments safely in electronic form.
- Access investment services through web and mobile applications.
Affordable Services
- Competitive brokerage plans.
- Flexible subscription options.
- Transparent account management.
Easy Account Access
- User-friendly website and mobile app.
- Secure login and portfolio management.
- Convenient online transaction history.
Trusted Platform
- Backed by Bajaj Financial Securities.
- Secure digital investment experience.
Common Reasons for Application Rejection
Applications may not qualify if:
- The referral is not successfully tracked.
- The Demat Account is not opened or activated.
- KYC or identity verification remains incomplete.
- Incorrect or inconsistent personal information is submitted.
- Eligibility requirements are not met.
Ideal Customer Profile
This Demat Account is suitable for:
- First-time stock market investors
- Salaried professionals
- Self-employed individuals
- Long-term investors
- Mutual fund investors
- Customers looking for a paperless Demat Account
- Individuals interested in building an investment portfolio
Referral Best Practices
- Refer only customers who are genuinely interested in investing.
- Ensure all PAN, Aadhaar, and personal details are accurate.
- Help applicants complete OTP verification and Aadhaar eSign.
- Encourage customers to finish the application in one session.
- Follow up until the account is successfully opened and activated.
- Submit only genuine referrals to improve approval rates and referral earnings.