EXECUTIVE SUMMARY

Established Bajaj Capital about 56 years ago and has vast experience in the
field of financial services.

Mr. K.K. Bajaj(Founder and Emeritus chairman)

A visionary par excellence, a pioneer and a leader, Mr. K.K. Bajaj has been
instrumental in shaping Bajaj Capital’s emergence as one of India’s largest
Investment Advisory companies. He is highly respected figure in the field of
institutional and personal finance and company FDs. His emphasis on honesty,
ethics and values are the guiding principles of the organization. Mr. Bajaj is also a
prolific writer and has written over 200 articles on diverse issues such as Personal
Finance, Economic Affairs and Health.

Mr. Rajiv Deep Bajaj Vice Chairman & Managing Director

A qualified financial planner, Mr. Rajiv Deep Bajaj was the first to introduce the
concept of financial planning in India. In fact, he is the founding Chairman of the
Association of Financial Planners (AFP). He is also amongst the first batch of 25
Certified Financial Planners(CFP tm) designation holders in India. A post -graduate
in Management and holder of an International Certificate for Financial advisors from
the chartered INsururance Institute. London ,Mr. Rajiv Deep Bajaj has played a
pivotal role in expanding Bajaj Capital’s reach across the country. He has recently
pursued an executive MBA in International Wealth managemtn under an exchange
program between university of Geneva, Switzerland and Carnegie Mellon University,
Pittsburgh, USA. His youthful energy, dynamic leadership, vision and 16 years
strategic management experience in Banking, Financial Advisory, Insurance Broking
and Financial Planning have strengthened Bajaj Capital.

The Media and Industry honchos have regularly acclaimed Mr. Rajiv Deep Bajaj for
his strengths as a powerful orator and writer. His views on various Investment
Strategy and Financial Planning-related issues are regularly flashed in some of the
leading media entities like The Economic Times, Business Today, Star TV, CNBC
and Aaj Tak. His personal life goal is to spread ‘Financial Education’ amongst the
Indian masses in order to increase their knowledge base and shift their perspective
from ‘Saving to Investing’.