Person resident in United States Of America
(USA)/entities organized under its laws of USA
cannot download.

Declaration

The information and data contained in this Website do not constitute distribution, an offer to buy or sell or solicitation of an offer to buy or sell any Schemes/Units of HDFC Mutual Fund in any jurisdiction in which such distribution, sale or offer is not authorised. The material/information provided in this Website is for the limited purposes of information only for the investors. In particular, the information herein is not for distribution and does not constitute an offer to buy or sell or solicitation of an offer to buy or sell any Schemes/Units of HDFC Mutual Fund to any person in the United States of America ('USA')/Canada.

By entering this Website or accessing any data contained in this Website, I/We hereby confirm that I/We am/are not a U.S. person, within the definition of the term 'US Person' under the US Securities laws/resident of Canada. I/We hereby confirm that I/We am/are not giving a false confirmation and/or disguising my/our country of residence. I/We agree and acknowledge that HDFC Mutual Fund/HDFC Asset Management Company Limited (HDFC AMC) is relying upon my/our confirmation and in no event shall the directors, officers, employees, trustees, agents of HDFC AMC associate/group companies be liable for any direct, indirect, incidental or consequential damages arising out of false confirmation provided herein.

  Distributor Corner

HDFC- Landing Page

Welcome to HDFC MFOnline – Partners Portal

Our IFA partnership portal offers a suite of conveniences to support and grow your business. You can initiate and fulfill transactions for your clients digitally, and monitor with customizable dashboard and analytics. It also offers you the ability to use co-branded content to run campaigns and generate new opportunities.

Take your relationships with your clients to the next level, leave the processes to us.

Go Digital with HDFC MFOnline

Digitally enable transactions for your clients

step-1

Initiate

Initiate transactions for your clients from proposed schemes.

step-2

Review

Your clients will receive a link to review the transaction proposed and approve the payment or reject it.

step-3

Acknowledge

Once the transaction is complete, an acknowledgement is sent to both you and the client.

step-4

Reminder

For transactions still pending action from your clients, send occasional reminders from within the tool.

HDFC MF Online enables you to:

feature-1

Add New Investors

Add new investors to your portfolio in just a few simple steps. All you need to do so is their PAN and Date of Birth!

feature-2

Generate Investor Reports

In addition to standard investor reports, the distributor portal can provide you with additional, complex reports on demand!

feature-3

Detailed Investor Information

Find in-depth information about your investors, learn at a glance which investors need your immediate attention.

feature-4

Financial Planning Tool

An in-built financial planning tool to plan and manage investments for existing and potential clients.

feature-3

OTM payment option

A wide variety of payment options, including OTM - which will automatically make payments after initial setup.

feature-4

Digital Marketing Tool

Access to a digital marketing tool. This tool has features that will enable you to reach investors and generate interest.

Get Empanelled

Get Empanelled

Recommend HDFC MF Schemes to your clients. Get empanelled by clicking on the section below!

Empanel Now
Alrady Empanelled

New User Registration

Register now to gain access to the portal!

Register

Frequently Asked Questions

  • What is the HDFCMFOnline - Partners Portal?

    HDFCMFOnline – Partners Portal: It is your partnership portal with HDFC Mutual Fund, which offers a suite of conveniences to support your business needs. It assists you to

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  • What are the features of the HDFCMFOnline - Partners Portal?

    HDFCMFOnline – HDFC's Partners portal, has several features and tools you can use to reduce transaction times, cut operation costs, and increase your conversion rates

    Read More
  • Who can use this portal and what are the prerequisites?

    IFAs Already Empaneled with HDFC AMC: All IFAs who are already empaneled with us, can directly Register on HDFCMFOnline – Partners by providing their valid Email Id and Mobile number.

    Read More
  • What kind of transactions can i initiate on behalf of my clients?

    You can initiate various kinds of transactions on behalf of your clients - Purchase, Redemption, Switch, SIP, STP and SWP. These transactions can be initiated not only for existing clients, but also for newly added ones in a single-flow.

Toll Free within India
1800 3010 6767
1800 419 7676
Investors from abroad
91 44 33462406
Email us at cliser@hdfcfund.com

Enquiry (For product related information only) Existing investors click here

Group companies
Group Companies
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