Being a MFD

What is the process of associating with HDFC Mutual Fund as a distributor?

To associate with HDFC Mutual Fund, a distributor has to empanel with us. For empanelling as a distributor with the AMC, the distributor has to submit a duly completed Distributor Empanelment Form along with the following documents to any of our Investor Service Centres (ISCs) :

Category of distributor Documents required in addition to the Distributor Empanelment Form
INDIVIDUAL CATEGORY LIST OF FORMS
  • Distributor Empanelment Form
  • Declaration-Cum-Undertaking Form
  • SEBI Addendum
  • Self Attested ARN Card Copy
  • Self Attested PAN Card Copy
  • Copy of Cheque Leaf with Name and Account No Printed.
  • Photograph
  • KYD Acknowledgement
PROPRIETORSHIP & HUF CATEGORY LIST OF FORMS
  • Distributor Empanelment Form
  • Declaration-Cum-Undertaking Form
  • SEBI Addendum
  • Self Attested AMFI Certificate (proprietor/Karta with the name of the proprietary/HUF concern mentioned on the AMFI Certificate)
  • Self Attested PAN Card Copy
  • Certificate of Registration in the name of proprietary concern
  • Copy of Cheque Leaf with Name and Account No Printed.
  • KYD Acknowledgement
PARTNERSHIP FIRM or LLP CATEGORY LIST OF FORMS
  • Distributor Empanelment Form
  • Declaration-Cum-Undertaking Form
  • SEBI Addendum
  • Self Attested AMFI Certificate (employee with the name of the concerned Firm mentioned on the AMFI Certificate)
  • PAN Card Copy with stamp and signatures
  • Certificate of Registration in the name of firm concern
  • Copy of Cheque Leaf with Name and Account No Printed.
  • Photograph
  • KYD Acknowledgement
  • Authorized Signatory List
  • Partnership Deed or LLP agreement
CORPORATE & COMPANY (PRIVATE AND PUBLIC LTD) CATEGORY LIST OF FORMS
  • Distributor Empanelment Form
  • Declaration-Cum-Undertaking Form
  • SEBI Addendum
  • Self Attested AMFI Certificate
  • PAN Card Copy with stamp and Signatory signatures
  • Certificate of Registration in the name of company concern
  • Copy of Cheque Leaf with Name and Account No Printed
  • KYD Acknowledgement
  • MOA & AOA
  • List of Authorized Signatories and Board Resolution (authorizing to undertake the activities of distribution of Mutual Funds)
Trust, Societies, Co-operatives etc. CHECKLIST
  • Distributor Empanelment Form
  • Declaration-Cum-Undertaking Form
  • SEBI Addendum
  • Trust’s, Societies, Co-operatives ARN Certificate & Card Copy
  • Trust deed/ Society or Co-operatives, formation documents or Letter of Incorporation
  • Copy of Cheque Leaf with Name and Account No Printed
  • KYD Acknowledgement
  • Self Attested ARN Card Copy (Trustee with the name of the concerned Society/Trust mentioned on the ARN card)

Can a distributor who has not obtained an ARN-code from AMFI distribute the products of HDFC Mutual Fund?

To associate with HDFC Mutual Fund, a distributor has to empanel with us. For empanelling as a distributor with the AMC, the distributor has to submit a duly completed Distributor Empanelment Form along with the following documents to any of our Investor Service Centres (ISCs)

Mission: To be the wealth creator for every Indian

Vision: To be the most respected asset manager in the world

Address

HDFC House, House, 2nd Floor,
165-166, 169, HT Parekh Marg,
Backbay Reclamation, Churchgate,
Mumbai, Maharashtra 400020

Contact us

callingMailwhats applocation

Follow Us