HDFC Bank SmartWealth vs HDFC Mutual Fund Usage & Stats

Access a wide range of financial solutions with the SmartWealth app. SmartWealth is an all-in-one investment app from HDFC Bank. With the SmartWealth app’s intuitive interface complex investments are now easy. Diversify your financial portfolio by investing in Fixed Deposits and market-linked Mutual Funds. Take charge of your financial future with the SmartWealth App! Why SmartWealth Here’s how SmartWealth can help you make sound financial decisions: *Simplified onboarding Start investing immediately with a completely digital onboarding and Know Your Client (KYC) process. Sign up on the SmartWealth app and get investment-ready in under three minutes. *Minimal initial investments Start investing via the SmartWealth app, with amounts as low as ₹100. *Personalised recommendations Explore portfolio recommendations based on your risk appetite, investment profile and financial dreams. These recommendations are curated by Bank MF Research team and can help you construct your portfolio and make informed investment decisions. *Flexible Systematic Investment Plans You can invest in Mutual Funds with smaller amounts at fixed intervals through Systematic Investment Plans (SIPs). You can select a preferred SIP payment date, amount, etc. Besides using the investment app to invest in SIP, you can also use it to pause, stop or redeem your SIP instantly. *Portfolio rebalancing With the single click portfolio rebalancing feature, you can stay on track of your dreams – you can change the weightage of your assets and minimise the risk. *Seamless portfolio diversification Minimise your portfolio’s risk by diversifying it across different asset classes. Choose from Equity, Debt, Sectoral Funds, Index Funds, etc. Make your Mutual Fund (MF) investments or invest in FDs. *Remote transactions Make hassle-free investments instantly, regardless of your location. Our leading investment app allows you to invest in Mutual Funds, SIPs or open FDs from anywhere. *Investment profile assessment Get your investment profile assessed in under two minutes. Once done, we help you find an investment strategy that corresponds with your profile. *Set customised SmartJars Choose from a range of in-built financial milestones, a dream house, a car or even an exotic vacation. Alternatively, you can also customise your own milestones. *Multiple Mutual Fund offerings You can invest in tax-saving ELSS Funds, Debt Funds, Balanced Funds, etc. You can also use the app to invest in Index Funds, Sector Funds, Thematic Funds, and more. Track external Mutual Fund holdings Track and analyse all your Mutual Fund holdings in one place. A consolidated account statement will give you access to existing MF investments against your Permanent Account Number (PAN). *Investment insights Stay ahead of the markets with free access to research and content on topics including investing, personal finance and financial products. Take advantage of our financial analysis to make sound investment decisions. *Mutual Fund analysis Along with facilitating Mutual Fund investments, the SmartWealth app also provides you with complete information on your preferred funds, including their historical performance, the asset management company’s (AMC) details, peer comparison, underlying holding details, risk return statistics and an independent rating. *Track account statements Get one-click access to all your investment statements with the SmartWealth app for reporting and filing your returns conveniently. You can also manage your FD – liquidate, nominee details, etc. Need more information? You can write to us at smartwealth@hdfcbank.com Stay updated on HDFC Bank’s latest product and service offerings by following us on our social handles: Instagram: https://www.instagram.com/hdfcbank/ Facebook: https://www.facebook.com/HDFC.bank Twitter: https://twitter.com/Hdfc_Bank

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HDFC Mutual Fund

A quick, convenient and efficient manner to invest in HDFC Mutual Funds An official Mobile App for HDFC Mutual Fund Investors. Easily invest through various mutual fund investments offered by HDFC Mutual Fund. You can invest via SIP (Systematic Investment Plan) or lump sum investment in mutual funds. Use our mutual fund calculators like SIP calculator, goal planning, Impact of Inflation calculator, or Know Your investment Personality in a click. There’s more to what we offer on our App! If you haven’t downloaded it yet, here’s why you should! Know what makes HDFC MFOnline Investors one of the best mutual fund app! 1. Paperless Onboarding: If you are someone who finds documentation and registration processes time-consuming & cumbersome, you need not worry. With our E-KYC & Aadhaar-based KYC you can complete your registration process in a few minutes. 2. Easy Login: Don’t worry about remembering multiple passwords. Simply set a 4-digit MPIN and authenticate via OTP to access your investments on the go. 3. One-View Dashboard: Get a holistic understanding of your investments and its performance across folios in a single view. This will help you keep a track of your portfolio growth. 4. Favorite Section: Create your Mutual Fund Wishlist by adding the most frequent or preferred investments like ELSS (Equity Linked Savings Scheme) in the Favorites. This will help you keep a quick check on its performance and invest/re-invest in them in a few clicks. 5. E-CART: To make your purchase journey quicker, we have provided an E-Cart option. You can add all your purchases or SIPs to be started in the E-Cart and make a single payment for all at once. 6. Multiple Payment Options: In addition to Net Banking, you can now also make payments via UPI. You can also register a One Time Mandate for your investments. 7. Other Services: You can also initiate and complete other service-related requests like Change of Bank Details, Contact Updates, etc., online through our investor app. We make a constant effort to bring to you more and more features that will make your mutual fund investing journey simpler. Stay Tuned for updates on new features!