Smart Account Statement

Smart Account Statement is a digital and concise version of the conventional statement of account with minimalistic information and any other further detail that you may be looking for, is just a click away.

With the Smart Account Statement, you can:

• View and verify your personal details
• View your last transaction details
• See a pictorial view of your portfolio depicting the percentage of your asset allocation
• Click to access your conventional statement of account
• View exit load details for schemes in which you have investment
• Access smart links wherein you can login and transact, view product literature, use interactive calculators etc.
• View our contact details
• View our terms & conditions
• Follow us on our various social media handles to be updated on our latest products and offerings
• Refer someone to be a part of the HDFC Mutual Fund family
• Interact with your virtual assistant - The Transaction Bot
• View details of your systematic registrations

Post your transaction, you will receive an email on your registered email id with a link that takes you to the Smart Account Statement. You can access the same after entering your password.

The link for the Smart Account statement is also sent to the registered mobile number after a transaction is completed.

For details captured incorrectly, you may inform us about the same via the My Details Tab.

Incorrect details can be remediated by clicking on the respective check box and entering the correct details.

Yes! You can do transactions by using the option provided with the help of the Transaction Bot or via the smart links

The link will be valid for 5 calendar days from date of receipt of the email.

If the link expires you will have to get in touch with us through the various touch points mentioned, for the conventional statement of account.