Bajaj Investment Trust - III — Bajaj Group | wisefolio

Bajaj Investment Trust - III

IN/AIF3/25-26/1821Cat III

Complex or leveraged strategies — long-short, hedge-fund-style and quant funds. Often open-ended, within SEBI leverage limits.

Overview

About

Bajaj Investment Trust- III is a Category III Alternative Investment Fund settled as an irrevocable, contributory and determinate trust under the Indian Trusts Act, 1882, registered with SEBI on December 13, 2023. The fund is managed by JSPL Investment Managers Private Limited (JIMPL, CIN: U66309MH2023PTC403078, GST: 27AAGCJ0104K1ZT), a company incorporated specifically to act as investment manager and provide investment management and administrative services to the Bajaj family's AIF vehicles. JSPL Investment Managers is wholly owned by and operates within the Bajaj Group — the iconic Indian conglomerate founded by Jamnalal Bajaj in 1926 and today spanning automobiles (Bajaj Auto), financial services (Bajaj Finserv, Bajaj Finance), insurance (Bajaj Allianz), electricals (Bajaj Electricals), and steel (Mukand). The fund is sponsored collectively by five members of the Bajaj family — Shekhar Bajaj, Madhur Bajaj, Niraj Bajaj, Rajiv Bajaj, and Sanjiv Bajaj. Trustees are Mr. Shekhar Bajaj and Mr. V. Rajagopalan. The fund's registered office is at Bajaj Bhawan, 2nd Floor, Jamnalal Bajaj Marg, 226, Nariman Point, Mumbai – 400021. A sibling fund, Bajaj Investment Trust III, also appears in the Bajaj Group's core companies list under the same investment manager.

Investment Philosophy

Bajaj Investment Trust's investment philosophy reflects the Bajaj Group's long-standing tradition of patient, value-oriented capital allocation across India's economic growth sectors. As a Category II AIF, the fund invests without leverage (other than as permitted under SEBI AIF Regulations) across asset classes including private equity, debt, and other securities. The fund is led by CIO Pankaj Thadani and leverages the Bajaj Group's deep industrial and financial network built over 100 years to identify and support high-quality investment opportunities in the Indian economy.

Team— 4

Pankaj Thadani

Chief Investment Officer — JSPL Investment Managers Private Limited

Pankaj Thadani is the Chief Investment Officer of JSPL Investment Managers Private Limited, the investment manager of Bajaj Investment Trust. He leads the fund's investment strategy and portfolio management.

Milind Choudhari

Chief Compliance Officer — JSPL Investment Managers Private Limited

Milind Choudhari is the Chief Compliance Officer of JSPL Investment Managers Private Limited and the primary investor relations and grievance contact for Bajaj Investment Trust.

Shekhar Bajaj

Trustee & Sponsor — Bajaj Investment Trust

Shekhar Bajaj is Chairman & Managing Director of Bajaj Electricals Limited and a senior member of the Bajaj family. He serves as one of the two Trustees and one of five Sponsors of Bajaj Investment Trust.

V. Rajagopalan

Trustee & SEBI Contact Person — Bajaj Investment Trust

V. Rajagopalan serves as the second Trustee of Bajaj Investment Trust and is the designated SEBI contact person for the fund. He is associated with Bajaj Finserv Limited, the Bajaj Group's financial services holding company.

Registration

SEBI Registration

SEBI-registered

Reg. NumberIN/AIF3/25-26/1821

VintageJun 2025 · 1 yr old

Valid ToPerpetual

Contact PersonMilind Choudhari

AddressBajaj Bhawan, 2nd Floor Jamnalal Bajaj Marg, 226, Nariman Point, Mumbai, Maharashtra, 400021

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Disclaimer

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