Mumbai: Bajaj Capital has announced the beginning of its next phase of growth under the leadership of Jai Bajaj, who assumed the role of Managing Director & CEO effective April 1, marking a significant milestone in the company’s evolution as it combines over six decades of trust with technology, artificial intelligence, and personalised financial intelligence.
The transition comes at a time when India’s financial services landscape is undergoing rapid transformation, driven by increasing financial awareness, changing customer expectations, and deeper digital adoption that continues to reshape how individuals and families approach financial planning.
As part of its next growth chapter, Bajaj Capital is positioning itself as a technology-enabled and insight-driven financial advisory organisation while retaining the human advisory approach that has defined the company’s legacy.
Sharing his vision for Bajaj Capital’s next chapter, Jai Bajaj, Managing Director & CEO, Bajaj Capital, said, “Bajaj Capital was built by my grandfather K.K. Bajaj’s pioneering vision of bringing financial planning to Indian families at a time when the concept was still emerging in the country. My father, Rajiv Bajaj, built on this foundation with a vision to take Bajaj Capital beyond financial well-being towards a more holistic approach covering financial security, health, wellness, and longevity. As we enter the next phase of our journey, our focus is on bringing this vision to life by combining decades of trust, human expertise, technology, data, and AI to create more personalized and meaningful experiences for our customers.
Financial planning today is no longer simply about managing money or products; it is about understanding people’s life journeys and helping them achieve their most important milestones with confidence and clarity. Our vision is to become a lifelong partner supporting customers through every stage of their journey.”
Under Jai Bajaj’s leadership, the company is advancing a life-stage-led advisory model designed to support customers across key milestones including wealth creation, financial protection, retirement readiness, income planning and legacy building.
Bajaj Capital is also investing in digital platforms, customer experience capabilities and AI-powered intelligence to better understand customer behaviour, generate personalised insights and deliver advisory solutions at scale. The company said the focus remains on strengthening advisor capabilities through technology rather than replacing human expertise.
To support this transformation journey, Bajaj Capital has strengthened its leadership team across products, customer growth and data intelligence functions.
Krishna Giri has joined as Head of Wealth Products and will focus on enhancing investment solutions, product strategy and advisory offerings.
Vishvender Singh has joined as Chief Marketing Officer and will lead brand transformation, digital growth, customer acquisition and customer engagement initiatives.
Gaurav Gupta has joined as Head of Data Science, where he will lead data intelligence, AI-led personalisation and insights-driven customer experience initiatives.
Over the coming months, Bajaj Capital plans to introduce new digital initiatives centred on financial readiness, personalised retirement planning and intelligent customer experiences, as it seeks to deepen customer relationships and strengthen its position as a long-term financial partner across life stages.
