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Here's How You can Access All Your Financial Needs in One Go

By Finserv MARKETS - Nov 26,2019
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Here's How You Can Access All Your Financial Needs In One Go

In the hustle and bustle of daily life, having to manage our financial transactions can seem extremely complicated and time-consuming. But what if we told you there is a simpler, more convenient way to manage all your financial needs with a single tool? Say hello to the Customer Portal on Finserv MARKETS, which offers customers the ease of use and accessibility that can make managing transactions and accounts effortless.

What is the Customer Portal?

The Customer Portal is essentially a secure, private platform for you, the customer, to manage all your financial needs in one simple, efficient spot. It is the comprehensive one-stop for you to manage your account and payments as well as the many services on offer such as loans, insurance and investments. Since the platform is completely secure, you can feel free to share and store private information, track your transactions, check your credit status and carry out regular payments.

Here’s how you can access the Customer Portal on Finserv MARKETS:

1. Go to https://www.bajajfinservmarkets.in/ and click on ‘Customer Portal’.

2. You will be given the option of logging in either through a password or via an OTP sent to your registered mobile number.

3. In case you were planning to log in through a password but have forgotten it, you can instantly type in your registered phone number and easily login through the received OTP.

4. You will instantly be able to view all your loan-related details as well as other transactions in one place.

Why should you use the Customer Portal?

Ask any financially-savvy individual about the transactions, loans and investments they have to manage regularly, and you get the sense that the entire process can be overwhelming. Certainly, keeping track of all these things in the old-school way, that is with pen and paper, is possible. But in the age of convenient technology, why should our financial transactions not be upgraded too?

The Customer Portal on Finserv MARKETS is the answer to this query. The portal is designed to be a modern, convenient, and most importantly secure one-stop-shop for you to manage all your financial needs. With this digital solution to managing your finances, the entire process becomes simple, convenient and hassle-free. Moreover, through the Customer Portal, you can make the most of features such as lightning-quick approvals on loans as well as a variety of deals and offers personalised for you.

What are the benefits of using the Customer Portal?

1. View Loan Details: 

With an efficient, digitized lending platform like Finserv MARKETS, you can avail the loan amount of your choice from a variety of loan options and meet your financial goals. But that’s not where the experience ends. With the Customer Portal, the efficiency of this loan-availing experience even extends to the ways in which you can view and track all the details of the loans you avail.

The Customer Portal helps you stay updated with key points about your loan, such as your loan tenures, loan ending dates, the previous EMI payments, upcoming payments, as well as the various due dates. Having a single, organised source of information for your current loans is a great way to stay on top of your loan transactions.

2.Plan and buy insurance/investment products: 

The Finserv MARKETS platform also specialises in offering another essential service  to its customers – insurance coverage. They have insurance plans covering a variety of needs and circumstances including health insurance, home insurance, motor insurance and travel insurance. What’s more, with the Finserv MARKETS Rewards program, you can also claim exciting rewards such as generous term insurance plans which offer term life cover of up to Rs. 50,000 and personal accident cover up to Rs. 1 lakh. This can be done by following a couple of simple steps: (a) Unlock your Finserv MARKETS rewards (b) You will have a certain number of reward points (aka B-coins) credited to your account (c) You can redeem these B-coins to buy a term life cover or a personal accident cover. Simple!

3. Avail exciting Digital Gold offers

Apart from the aforementioned products, the Customer Portal also lets you make   convenient transactions in Digital Gold. Through the platform, you can purchase any amount of Digital Gold by simply entering the desired amount in rupees or grams. Upon completion of the payment process, you will be conveniently credited with digital gold in your locker. Similarly, the platform also offers you the option of secure and free locker storage for your gold and of having physical gold delivered right to your doorstep at zero charges. On the Customer Portal, you can also track the current rate of the gold in your locker and easily keep records of all your digital gold transactions to date. The exclusive Finserv MARKETS Rewards program also allows you to redeem your B-coins for digital gold! For instance, in order to buy digital gold worth Rs. 50, a minimum of 500 B-coins would be needed. So start collecting your those B-coins, now!

4. Make specific transactions: 

Since the Customer Portal acts as the one-stop medium for managing all your financial transactions, you can use it to carry out all your regular loan-related payments. But apart from these, the platform has also been specifically created to help you make a variety of other types of transactions.

With the Customer Portal, you can instantly make payments for any missed EMIs, utilise surplus money to make part payments as well as carry out foreclosure payments. You can also make the most of the Flexi Hybrid Loan feature and use the Customer Portal to make deposits and withdrawals at your convenience.

5.Manage important documents: 

With the Customer Portal on Finserv MARKETS, you can say goodbye to managing piles

of paperwork. The platform provides you with the digital convenience of uploading as well  as downloading all essential documents you may need to carry out your various transactions.

Through the Customer Portal, you can download documents like loan statements, loan interest certificates and NOC letters. Since the platform is 100% secure, you can also assuredly upload documents containing your private information.

6. Speedy customer support: 

Gone are the days when people had to wait for hours or even days to get in touch with someone from customer support to help deal with their queries. With our Customer Support facilities, you can send an easy request about your issues online and receive lightning quick follow-ups within 48 hours. The platform promises never to leave you wondering if your request is being processed as you can track the status of your request in real-time. In fact, through the Customer Portal, you can even directly communicate with a representative and get your issues resolved in no time.

 7. Enjoy customised offers: 

Apart from helping you manage your financial processes, your Customer Portal also regularly provides you with offers that have been handpicked for your needs. Not only are you immediately informed of the latest offers on the many services provided by Finserv MARKETS, but are also eligible to receive incredible discounts on the Bajaj Finserv EMI Store. You can make the most of slashed prices on products like laptops, smartphones, home appliances and much more.

Are you ready to enjoy the convenience of the digital age? Then, make the most of the Customer Portal on Finserv MARKETS and discover a new, improved way of accessing and managing all your financial needs on a single platform.

“Finserv MARKETS, a subsidiary of Bajaj Finserv, is a one-stop digital marketplace that has been created for consumers on the go. It offers 500+ financial and lifestyle products, all at one place. At Finserv MARKETS, we understand that every individual is different. And that’s why we have invested in creating a proposition – Offers You Value. A value proposition that ensures you get offers which are tailor-made for you. We also offer an amazing product range and unique set of online offers across Loans, Insurance, Investment, Payments and an exclusive EMI store. Be it in helping you achieve your financial life goals or offering you the latest gadgets, we strive to offer what you are looking for. From simple and fast loan application processes to seamless and hassle-free claim-settlements, from no-cost EMIs to 4-hours product delivery, we work towards fulfilling all your personal and financial needs. What’s more! Now enjoy the same benefits in just one click with our Finserv MARKETS App”.


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Bajaj Finserv Direct Limited ("BFDL") is primarily engaged in distribution of financial products and services through its digital platform (“Bajaj Finserv MARKETS”) and inter alia renders services of customer acquisition, providing preliminary credit support activities, fulfilment services and post-acquisition customer services to Banks, NBFCs, HFCs. BFDL is also a registered Corporate Agent (Composite) under valid IRDAI registration number: CA0551 valid till 10-Apr-2024 for solicitation and servicing of Insurance Products. Registered Office: Bajaj Auto Limited Complex, Mumbai – Pune Road, Akurdi, Pune – 411 035 CIN: U65923PN2014PLC150522