HDFC MF WhatsApp Service for Distributors

HDFC MF introduces exclusive WhatsApp service for its distributors. Now you can generate ARN hardcoded transaction link via WhatsApp @ 8270682706 and share with your investors with ease.

Just send 'Hi' on HDFC MF WhatsApp number 8270682706 and generate transaction links for;

Purchase Lumpsum
Systematic Investment Plan (SIP)
Redemption
Switch

HDFC MF introduces exclusive WhatsApp service for its distributors. Now you can generate ARN hardcoded transaction link via WhatsApp @ 8270682706 and share with your investors with ease.

Just send 'Hi' on HDFC MF WhatsApp number 8270682706 and generate transaction links for;

Purchase Lumpsum
Systematic Investment Plan (SIP)
Redemption
Switch

Frequently Asked Question's on WhatsApp Service:

What is WhatsApp service for distributor?

This is service for distributor(s) through which they can initiate a host of transaction(s) on behalf of their investors in HDFC MF schemes using a few easy steps from their WhatsApp. They can generate and share transaction links which they can share with their investors for approval

Which transactions are supported by this service?

A distributor can initiate the following transactions:

Lump sum Purchase
Systematic Investment Plan (SIP)
Switch
Redemption

You may initiate these transactions for newly on boarded investors as well as your existing set of investors.

This facility is available for which category of investors?

This functionality will work for:

Resident Individual with mode of holding Single/ Anyone or Survivor
On Behalf of Minor

How to initiate a transaction using WhatsApp facility?

Say Hi on our WhatsApp number 8270682706
You will see a choice – Investor or Distributor. Click on Distributor and proceed
Click on “Customized transaction links”
Enter ARN/RIA and EUIN details
Select the transaction type (purchase/redemption/switch/SIP).
Click Yes if you want pre-fill scheme and amount details for your custom link.
If selected yes, you need to enter scheme and amount details for initiating the respective transaction.
Post entering details it will ask to select contact details (mobile/email). Enter the same to receive Short URL on this number. You can enter your contact details and forward the URL to investor for his approval or directly enter investors contact details to send the transaction URL.
Once investor clicks on the link, they can proceed to transact with their PAN + OTP login.
Once the transaction is authorized, an email conformation will be sent to you and the respective investor.

Which payment modes are available for Purchase transaction in this facility?

Net Banking
OTM
COTM

What is the validity of the transaction links?

There is no expiry of the link so it can be reused. However, for Applicable NAV will be the time of approval of transaction by the investor. Once approved by investor, the link will expire.

Is it mandatory to choose Scheme and Amount details while generating transaction link via this facility?

Yes, if you choose to share a pre filled link, you will need to enter Scheme and Amount details. However, the investor will be able to edit this at their end.

Can investor change/edit/delete ARN and EUIN details while approving transaction?

No, investor will be unable to make these changed while transacting via this link.

Can investor change/edit scheme and amount details while approving transaction?

Yes, investor will be able to change/edit scheme and amount details as per their choice while approving the transaction.

Transactions by investors are allowed only in existing folios?

Investor gets an option to create new folio or can transact in existing folio mapped under his PAN.

Can I share same link with multiple users?

You can share same link with multiple users. For pre filled links you need to enter the scheme and amount details, but these are editable by the investor.