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HDFC Bank launches SmartWealth - a unified platform to manage your investments

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cardio_guy

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HDFC Bank SmartWealth is a comprehensive investment platform with cutting-edge features and a user-friendly interface.
  • Simplifies investing by taking your mental load off and serving as a one-stop shop for all your needs.
  • Helps you get investment-ready across various financial products, including mutual funds, equities, bonds, and deposits.
  • You can identify their investment profile and invest appropriately.
  • HDFC Bank SmartWealth offers investment solutions curated by HDFC Bank Research.
  • Helps you to set and track your financial milestones by providing recommendations and progress tracking.
  • HDFC Bank SmartWealth allows you to bring all their mutual fund investments onto one platform for a consolidated view.
  • You can access various reports on your 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 an investment profile or answer a questionnaire to determine asset classes and investment styles.
  • Portfolio Construction and Rebalancing: Customised approach, model portfolios, and rebalancing for SmartJars.
  • Investment Journey: Milestone-based planning, DIY fund investments, and visualisation of life dreams.
  • Engaging Dashboard: Comprehensive view of investments with a smart dashboard. It shows your total market value, family wealth, SmartJars status, SIP calendar, and detailed analytics across various assets, products, and instruments.
  • Consolidated Account Statements (CAS): Upload or Generate CAS for one- view of all investments. Automated statements and reporting.
Related Links:

Related Videos:




App Download:
Google Play: https://play.google.com/store/apps/details?id=com.hdfcbank.smartwealthapp&hl=en_IN
App Store: https://apps.apple.com/in/app/hdfc-bank-smartwealth/id6456843178
 
HDFC Bank SmartWealth is a comprehensive investment platform with cutting-edge features and a user-friendly interface.
  • Simplifies investing by taking your mental load off and serving as a one-stop shop for all your needs.
  • Helps you get investment-ready across various financial products, including mutual funds, equities, bonds, and deposits.
  • You can identify their investment profile and invest appropriately.
  • HDFC Bank SmartWealth offers investment solutions curated by HDFC Bank Research.
  • Helps you to set and track your financial milestones by providing recommendations and progress tracking.
  • HDFC Bank SmartWealth allows you to bring all their mutual fund investments onto one platform for a consolidated view.
  • You can access various reports on your 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 an investment profile or answer a questionnaire to determine asset classes and investment styles.
  • Portfolio Construction and Rebalancing: Customised approach, model portfolios, and rebalancing for SmartJars.
  • Investment Journey: Milestone-based planning, DIY fund investments, and visualisation of life dreams.
  • Engaging Dashboard: Comprehensive view of investments with a smart dashboard. It shows your total market value, family wealth, SmartJars status, SIP calendar, and detailed analytics across various assets, products, and instruments.
  • Consolidated Account Statements (CAS): Upload or Generate CAS for one- view of all investments. Automated statements and reporting.
Related Links:

Related Videos:




App Download:
Google Play: https://play.google.com/store/apps/details?id=com.hdfcbank.smartwealthapp&hl=en_IN
App Store: https://apps.apple.com/in/app/hdfc-bank-smartwealth/id6456843178

They already have HDFCSKY with them.
They could have updated but instead they choose to release new one
 
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