HDFC Bank SmartWealth
September 01, 2024
More About HDFC Bank SmartWealth
Here’s how SmartWealth can help you make sound financial decisions:
*Simplified onboarding
Start investing immediately with a completely digital onboarding and Know Your Client (KYC) process. Sign up on the SmartWealth app and get investment-ready in under three minutes.
*Minimal initial investments
Start investing via the SmartWealth app, with amounts as low as ₹100.
*Personalised recommendations
Explore portfolio recommendations based on your risk appetite, investment profile and financial dreams. These recommendations are curated by Bank MF Research team and can help you construct your portfolio and make informed investment decisions.
*Flexible Systematic Investment Plans
You can invest in Mutual Funds with smaller amounts at fixed intervals through Systematic Investment Plans (SIPs). You can select a preferred SIP payment date, amount, etc. Besides using the investment app to invest in SIP, you can also use it to pause, stop or redeem your SIP instantly.
*Portfolio rebalancing
With the single click portfolio rebalancing feature, you can stay on track of your dreams – you can change the weightage of your assets and minimise the risk.
*Seamless portfolio diversification
Minimise your portfolio’s risk by diversifying it across different asset classes. Choose from Equity, Debt, Sectoral Funds, Index Funds, etc. Make your Mutual Fund (MF) investments or invest in FDs.
*Remote transactions
Make hassle-free investments instantly, regardless of your location. Our leading investment app allows you to invest in Mutual Funds, SIPs or open FDs from anywhere.
*Investment profile assessment
Get your investment profile assessed in under two minutes. Once done, we help you find an investment strategy that corresponds with your profile.
*Set customised SmartJars
Choose from a range of in-built financial milestones, a dream house, a car or even an exotic vacation. Alternatively, you can also customise your own milestones.
*Multiple Mutual Fund offerings
You can invest in tax-saving ELSS Funds, Debt Funds, Balanced Funds, etc. You can also use the app to invest in Index Funds, Sector Funds, Thematic Funds, and more.
*Track external Mutual Fund holdings
Track and analyse all your Mutual Fund holdings in one place. A consolidated account statement will give you access to existing MF investments against your Permanent Account Number (PAN).
*Investment insights
Stay ahead of the markets with free access to research and content on topics including investing, personal finance and financial products. Take advantage of our financial analysis to make sound investment decisions.
*Mutual Fund analysis
Along with facilitating Mutual Fund investments, the SmartWealth app also provides you with complete information on your preferred funds, including their historical performance, the asset management company’s (AMC) details, peer comparison, underlying holding details, risk return statistics and an independent rating.
*Track account statements
Get one-click access to all your investment statements with the SmartWealth app for reporting and filing your returns conveniently. You can also manage your FD – liquidate, nominee details, etc. Need more information? You can write to us at smartwealth@hdfcbank.com
Stay updated on HDFC Bank’s latest product and service offerings by following us on our social handles: Instagram: https://www.instagram.com/hdfcbank/ Facebook: https://www.facebook.com/HDFC.bank Twitter: https://twitter.com/Hdfc_Bank
Latest Version
1.0.62
September 01, 2024
HDFC Bank
Finance
Android
233,211
Free
com.hdfcbank.smartwealthapp
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User Reviews
Varun Phadke
1 year ago
Too much slow app...not taking fast actions....many options are there but we can't navigate fast.... don't install
Gurpreet singh Jassal
1 year ago
App is not responding. I am new customer. When I create my account,on first attempt app shows that you have crossed the limit of three attempts. Plz solve it.
Shubham G. Prabhu
1 year ago
Below Features Missing 1. Other Demat Account Status Not Include In this app. 2. HDFC Throw Government Investment Like NPS, Atal Yojna Not Showing In app 3. Hdfc Term Or Health Insurance Not Show in This App 4. Missing Cibil Score Report 5. Missing All Credit Card Dashboard 6. Missing All liability Loan Amount Dashboard 7. Missing Pdf Report generator tool For All investment nd libility. 8. Add Some Features Regarding investment 9. add will letter to assign nominee to stored letter in app.
shashank bharti
1 year ago
3rd class app, not allowing to open the app through fingerprint.bank is just wasting money on these they must approach Infosys for this all.
Arjun Bhatia
1 year ago
Needs lots of updation. Very slow and unorganized app as compare to competition
Kaushal Prajapati
1 year ago
Worst app in all apps in play store. . HDFC BANK SHUT DOWN YOUR BANK. NOT A SINGLE APP CREATE BY YOU IS DOING WELL. WHAT'S THE MEANING IF U DON'T GIVE RESULTS. N CONTACT ME CZ IN MSG I DON'T WRITE ABOUT BANK SO PERSONALLY I WILL TALK TO U .. WORST APP .
Kaiser Ahmad
1 year ago
Not able to login into the app as it's leading to a web page to disable USB debugging issue however the same is already disabled
Nitesh kumar
1 year ago
The app is useless as it just shows session expired and doesn't allows to login again.
Ajo Joy
1 year ago
Not reliable app. The value of mutual fund (ISA Account) shown in HDFC wealth is different from what is shown in HDFC Bank App even after monitoring for hours after clicking on sync. Always check in HDFC bank app. Planning to file a case in court for showing false information to customers. Email with details already sent. HDFC sky stocks and PPF, ULIPs are currently not included in the app. Also
Aditya Panikkar
1 year ago
The app does not work and keeps saying session expired as soon as I open and land on the homepage.
Mohanraj Subramanian
1 year ago
Worst experience. Fetching information’s are not upto date. Portfolio Sync issues.
Paril Khorava
1 year ago
The Application Is Awesome For Investment and Track All Investment. But I have issue in my Cousin Account he have NRE Account and can't Register This Application..So Request You To help us to solve this.
ANIL MAKHEJA
1 year ago
This app is damn slow and also not showing the correct investment value even after updating it timely.
Devdatta Chandsarkar
1 year ago
After updating app recently, I am not able to use app as it's constantly navigating to web page showing error that USB debugging is on. I have verified the settings and developer settings is turned off. Still I am not able to use. I hope Bank will fix the issue, else I have to uninstall app.
VISHNU BHUVANENDRAN
1 year ago
Horrible!! Wont let me sign in or complete the process, always displaying session expired with a grey screen .Bollocks!!
Dwarak LN
1 year ago
I agree on boarding experience is amazing, I'm able to login to the application in simple steps. Looking forward to avail financial services through this platform, happy investing!
R F
1 year ago
App isn't working, it always shows error at the onboarding stage. Kindly check that. Ive tried reinstalling the app, clearing data and cache too.
Varun Sharma
1 year ago
The app is very slow to navigate. You guys should work on improving the performance. Anyways, this app is dead on arrival for me, as it doesn't support Direct MFs.
varun gangishetty
1 year ago
App is good, all in one place, I liked it, but the drawback of the app is we can't do stepup in SIP Monthly/Annually stepup could have been added while creating SIP using this app
Shrinivas S
1 year ago
Amazing app. 1.Would also like to see an option in Filters to sort the funds based on high/low returns in Ascending and Descending order. This would help those looking for high return funds which are suggested under Recommended category. 2.Apart from the above request you to place the HDFC Brand logo and name on the login screen and also some where post login as well to make the app look more authentic. 3.Dark UI would be great or an option to switch between Dark or Light theme would look good.
