Digital Onboarding

Why Become HDFC MFD

HDFC Mutual Fund is one of the largest mutual funds in India with an investor base of over 25 lakh which is serviced primarily by our wide network of distributors. We at HDFC Mutual Fund recognize our distributors as the most important link between our investors and us. To help distributors to advise and service their clients better, we, together with our registrar (CAMS) offer a range of facilities to them.

Get Started Online

Empanelment

Recommend HDFC MF Schemes to your clients. Click below

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GET EMPANELLED

If you have already registered, you can login here to gain access to the portal

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Registration

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Why Online ?

HDFC MF Online partner’s portal & app enables you to:

Add new Investors - Add new investors to your portfolio in just a 3 simple steps. All you need is their PAN and Date of Birth Generate Investor Reports - In addition to standard investor reports, the web-portal the app provide 13 different on demand reports! Manage Investors - Find in-depth information about your investors, learn at a glance which investors need your immediate attention. One Time Mandate Payment Option - A one-time registration process with us. Once you are setup, just relax. Your payments will be automated.

Systematic Transacations

Systematic Investment Plan (SIP)
Daily SIP
SIP Top Up
STP / Flex STP
SWP
SWP

Other Transactions

Purchase
Redemption
Switch
Folio Creation (Single/ Anyone or survivor)
Update Contact Details
SIP/SWP/STP Cancellation

Features

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!

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Generate Investor Reports

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

Investor Information

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

OTM Payment Option

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

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Digital Marketing Tool

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

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