HDFC BANK - Smartwealth

Personalised recommendations & diverse investment options to accelerate your financial growth 🚀 🚀

Bring all your finances together - view balances from multiple bank accounts and track your Stocks & ETFs easily in one place.

Discover diverse ways to grow your wealth - from Fixed Deposits to Mutual Funds, tailored to your goals

Start, Pause, Resume, or Stop - manage your SIPs effortlessly with full control and flexibility.

Ensure your investments stay balanced and aligned with market shifts and your financial goals through smart portfolio rebalancing.

What is the HDFC Bank SmartWealth all about?

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.

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 /content/dam/hdfc-aem-microsites/new-age-banking/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.