Brace for Online Mutual Brace for Online Mutual Fund InvestingFund Investing

Traditionally, Mutual fund investments were about submitting physical applications to the AMC.

Investments in MF’s are just like buying stocks through your trading account.

Investment in Mutual Funds has got even easier..

You can purchase mutual funds units through your trading account and the units will get credited to your demat account.

Purchase & redeem mutual funds through NSE (MFSS) / BSE (BSE StAR MF) just like a company stock.

To avail this facility, do a one-time online registration through HDFC securities for NSE & BSE.

Single view on investmentsYou can get a single view of your MF investments along with stocks, securities, in your demat account.

Get order confirmationsYou will get a confirmation note on your Mutual Fund transactions. You can track the status of your mutual fund investments through the Order reference number, generated at the time of transaction.

Create and Monitor your watchlistYou can create a NAV watchlist and add/track the mutual fund schemes in which you want to invest.

Why invest in MF’s through trading Why invest in MF’s through trading platformplatform

Why invest in MF’s through trading Why invest in MF’s through trading platformplatform

Online tracking and tradingYou can purchase, redeem and track your mutual fund investments 24x7 on a single screen.

Wide ChoiceYou can choose a mutual fund scheme from a wide range of 5000 schemes from 37 AMCs (Asset Management Companies)

Modify/cancel order: You can change or cancel the orders till 3 pm on a single click.

Steps to place a MF order onlineSteps to place a MF order onlineStep 1: Enter trading Login ID and Password & Select Mutual fund tab >>>> Add scheme to the NAV watch

Step 2: Select the scheme and add to NAV watch & Save

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Steps to place a MF order onlineSteps to place a MF order online

Step 3: Select the action as Purchase or Redeem

Step 4: Select the AMC & the Fund category

Steps to place a MF order onlineSteps to place a MF order online

Step 5: Select the scheme and Transaction type.

Step 6: Confirm order. You will get a reference number and you can track the status in your order book **

Steps to place a MF order onlineSteps to place a MF order online

Step 7: Accept Terms & Condition & Confirm Online fund hold and order placement

Step 8 : Order confirmation

Steps to place a MF order onlineSteps to place a MF order online

Step 9: Track/ Modify/ Cancel your Order status through the Order Book

Steps to place a MF order onlineSteps to place a MF order online

TRACK your MF investment all through Single window in your Demat Balance

How to Register?How to Register? Visit www.hdfcsec.com >>>Products & Services >> Mutual

Funds

Select Online Registration

Authenticate your account using Username ,Password & Date of Birth.

Mutual Fund facility would be Activated within 48 hours.

On activation the Mutual Fund tab will be seen on the home screen.

For any further queries, visit the customer service section on our

website www.hdfcsec.com or call our customer care @39019400

Thank you