• SmartWealth by HDFC Bank offers an all-in-one investment platform to simplify portfolio management for the entire family.
• To use SmartWealth for family portfolio management, all you have to do is add family members to your dashboard, set financial objectives or dreams for the family and compare and monitor portfolio performance.
• SmartWealth’s real-time monitoring facility allows you to make changes to your family's portfolio on the go.

As a freelancer or gigster, you're used to managing an unpredictable income. But regarding your family's finances, you need a steady hand and a clear overview. SmartWealth by HDFC Bank offers an all-in-one investment platform to simplify portfolio management for the entire family. With SmartWealth, you can monitor your family’s investments, set clear financial objectives, and ensure everyone stays on track for a secure financial future.

Keeping an eye on your family’s investments is crucial for effective financial planning. It helps you understand where your money is, how it’s growing, and what adjustments might be needed to maximise your return on investment. SmartWealth makes this process effortless by providing a unified view of all family members' portfolios, allowing you to make informed decisions that benefit everyone.

• Add family members to your dashboard: Start by adding your family members to the SmartWealth dashboard. Log in to the app, navigate to the 'Dashboard' section, and select 'Family Wealth'. Here, you can add members by entering their customer IDs. Once they accept the invitation, you'll have a consolidated view of their investments, enabling more cohesive portfolio management.
• Set financial dreams as a family: SmartWealth isn’t just an investment platform - it’s a powerful tool for setting and achieving your financial dreams. With the SmartJars feature, you can create specific dreams for each family member. Whether saving for your child's education, planning a family vacation, or building an emergency fund, SmartJars helps you track progress and stay motivated.
• Monitor and compare portfolio performance: The key to effective portfolio tracking is knowing how well your investments are performing. SmartWealth offers comprehensive analytics that lets you monitor the performance of each family member's portfolio. You can compare progress, adjust strategies, and ensure that every investment aligns with your overall family objectives.
• Make adjustments on the go: Life is unpredictable, and sometimes, your investment strategy needs to change instantly. SmartWealth’s real-time monitoring allows you to adjust portfolios as needed. If one family member's portfolio isn't performing well, you can quickly reallocate funds to more promising assets. This flexibility is crucial for maximising return on investment and ensuring your family’s financial stability.

• Unified view of investments: SmartWealth provides a consolidated view of all family investments, making it easier to manage multiple portfolios. This feature is particularly beneficial for freelancers and gigsters who may have variable income but need consistent oversight.
• Dream based tracking: By setting specific financial objectives and tracking them through SmartJars, you maintain clarity on what you're working towards. This approach is ideal for freelancers who want to ensure their earnings contribute effectively to their family’s future.
• Seamless adjustments: SmartWealth’s intuitive interface allows you to make quick adjustments to your investment strategy, ensuring you stay on top of your financial game. Whether it’s pausing an SIP or reallocating funds, everything can be done with just a few taps.

With SmartWealth by HDFC Bank, managing your family’s finances doesn’t have to be a daunting task. This comprehensive investment platform offers all the tools you need for effective portfolio management, financial planning, and tracking. Start using SmartWealth today and take the guesswork out of family financial planning. Ensure every member of your family is on track to achieve their financial dreams and enjoy peace of mind knowing your investments are in good hands.