Any customer with a savings account at HDFC Bank can register for SmartWealth. The bank account can be Single or Either/Survivor. The investor PAN needs to be KYC registered compliant as per SEBI guidelines. You can check your PAN status here: https://camskra.com

You can drop an email at smartwealth@hdfc.bank.in for any queries pertaining to SmartWealth.

No, only one account can be linked for all purchases & redemptions on SmartWealth.

No, SmartWealth platform is absolutely free.
** Investments are subject to market risk; please read the scheme related documents carefully.

HDFC Bank SmartWealth app is a comprehensive investment and wealth management platform designed to help users manage and grow their financial assets efficiently. It offers a range of services, including portfolio tracking, financial planning, and access to various investment products.

The entry age for the HDFC Bank SmartWealth app is 18 years, ensuring that users are legally eligible to participate in investment activities and manage their wealth effectively through the platform.

Download the HDFC Bank SmartWealth application from the App/Play Store

• Sign up using your mobile number and authenticate with OTP.
• Enter PAN or DOB
• Enter your Net Banking or debit card details and tap on continue.
• Create a 4-digit mPIN of your choice.
• Enable biometric authentication (Optional).
• Verify and edit details.
• Select an existing nominee or add a new one.
• Review your account details > tap on continue.
• If your Mutual Fund KYC is not completed, you will be redirected to register for Mutual Fund KYC and complete the process
• Once done, you would be ready to start investing using the HDFC Bank SmartWealth  

To start investing through HDFC Bank SmartWealth, you need to have an HDFC Bank savings account. If you don't have one yet, don't worry! You can easily open a savings account through here itself. Our user-friendly interface and hassle-free account opening process will guide you through every step of the way.

No

Any customer with a savings account at HDFC Bank can register for HDFC Bank SmartWealth. The bank account can be either Single or Either/Survivor. The investor's PAN needs to be KYC (Know Your Customer) registered and compliant as per SEBI (Securities and Exchange Board of India) guidelines. You can check your PAN status here: https://camskra.com

HDFC Bank SmartWealth is a comprehensive investment platform for all investors with cutting edge features and user-friendly interface. 

• It simplifies investing by taking the mental load off investors and serving as a one-stop-shop for all their needs. • It helps users get investment ready across various financial products, including mutual funds, equities, bonds, and deposits. 
• Users can identify their investment profile and invest appropriately. 
• The HDFC Bank SmartWealth offers investment solutions curated by HDFC Bank Research. 
• It helps users set and track their financial milestones by providing recommendations and progress tracking
• .HDFC Bank SmartWealth allows users to bring all their bank accounts, mutual funds, and equity investments onto one platform for a consolidated view
• .Users can access various reports pertaining to their investments. 

An HDFC Bank SmartWealth account is a unique investment services account that gives you complete control of your investments. With this account, you can purchase, redeem, and switch funds as per your investment preferences, all with just a few taps on your smartphone. The best part? There are no additional charges for opening an investment account with HDFC Bank SmartWealth.

Below are the key features of the HDFC Bank SmartWealth.

• Seamless Onboarding: Experience features without registration. Easy digital onboarding for instant investing.
• Investment Profiling: Select investment profile or answer a questionnaire to determine asset classes and investment style.
• Portfolio Construction and Rebalancing: Customized approach, model portfolios, and rebalancing for SmartJars.
• Investment Journey: Milestone-based planning, DIY fund investments, and visualization of life dreams.
• Engaging Dashboard: Comprehensive view of investments with a smart dashboard. It shows the customer's total market value, family wealth, SmartJars status, SIP calendar, and detailed analytics across various assets, products, and instruments.
• Consolidated Account Statements: Import External Investments for one-place view of all Mutual Funds. Automated statements and reporting.
• DigiPassBook: Track bank accounts, stocks & ETFs in one place.  

To start investing through HDFC Bank SmartWealth, you need to have an HDFC Bank savings account. Now, we do not support investment through current accounts. But don't worry! You can easily open an HDFC Bank savings account through the HDFC Bank SmartWealth itself. Our user-friendly interface and hassle-free account opening process will guide you through every step of the way.

You can drop an email at smartwealth@hdfc.bank.in for any queries pertaining to HDFC Bank SmartWealth

Anyone who is an Indian resident, 18 years or older, and has an HDFC Bank savings account can start investing through the HDFC Bank SmartWealth.