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)

OUR VISION

To be the most respected asset manager in the world

OUR MISSION

To be the wealth creator for every indian

OUR VISION

To be the most respected asset manager in the world

OUR MISSION

To be the wealth creator for every indian