FEATURES
Seamless Onboarding: Start your financial journey with ease! Explore app features pre-login and onboard digitally to start investing on day one.
Personalized Investment Profiling: Tailor your experience by preselecting your profile or answering a simple questionnaire to identify asset classes and investment styles that suit you best.
Tailored Portfolio Construction & Rebalancing: Create personalized Model portfolios aligned with your financial objectives. Enjoy dynamic rebalancing to maintain your asset allocation strategy.
Dream-Based Investment Journeys: Set milestones with SmartJars, visualize progress, and invest in curated funds or NFOs for to achieve your financial dreams
Smart Dashboard & Analytics: Access a comprehensive view of your wealth, including market value, family wealth, SIP schedules, and dynamic portfolio insights.
Comprehensive Statements & Reports: Consolidate all your External Mutual Fund investments in one place using the Consolidated Account Statement feature. Access detailed transaction, holding, and gain/loss statements for 360° portfolio insights.
Unified view via DigiPassbook: Monitor bank balances, stocks, ETFs, and investments seamlessly. Track your financial transactions easily, providing transparency and clarity in one place.
Additional Highlights:
- Effortlessly manage SIPs, invest in NFOs, or book deposits directly from the app.
- Single OTP Transactions: Quick and secure for multiple purchases.
- Expert Insights: Rely on 25+ years of HDFC Bank’s research for smarter investment decisions.
- Quick Document Access: View essential documents like SID and KIM with ease, ensuring transparency.
- Reliable Support: Access dedicated customer support for seamless investment assistance.
- Secure Transactions: Enjoy robust security measures to protect your data and transactions.
SmartWealth brings together convenience, transparency, and innovation to empower wealth management for every Indian!