The documents required to invest in HDFC mutual fund

The documents required to invest in HDFC mutual fund

Are you planning to make investments in HDFC mutual fund schemes? Do you want to avail the benefits of higher return and tax-free investments by investing in HDFC mutual funds? HDFC mutual fund is one of the top mutual fund houses in the country where you will find lots of schemes to make the investments according to your current financial situation and future financial goals. They are known to provide lots of schemes under different categories with certain terms and conditions for the clients. If you are looking for information regarding all the mutual fund schemes provided by HDFC mutual fund house, you can find the complete details about it by visiting the website link

As an investor, you will need the complete information about all the required documents while looking to make investments in HDFC mutual funds. To get the information regarding the required documents, you are at the right place. With the different mutual fund houses, the clients will find different terms and conditions regarding the required documents to make the investments in any mutual fund scheme. For all the investors of HDFC mutual funds, the information of all the required documents is given below:

 Duly filled Application form:

To buy any mutual fund scheme with HDFC, you will need to fill the application form. The customers will need the forms

  • To open the account for the mutual fund
  • Another form required if the customers choose SIP plan within the mutual fund
  • ECS form if you want the facility of electronic transfer from the bank account

The buyer will need to fill and submit all these application forms according to the situation and requirements to buy the HDFC mutual fund.

KYC Compliance process:

If the customer is already KYC-compliant, he will need to submit the KYC acknowledgement letter/copy of the KYC-compliance page. ThePAN number of the buyer must be verified under the KYC standards of the Indian Government to invest in mutual funds.

If the customer is not KYC-compliant, he will require the following documents to apply for the process:

  • KYC individual form
  • Passport-sized photograph

Some of the additional required documents are given below for the investors of HDFC mutual funds:

Proof of identity:

The buyers can use any of the following documents as a proof of Identity

  • Attach copy of PAN with photograph
  • Aadhaar card photocopy is required
  • Passport photocopy
  • Voter’s ID card copy is necessary
  • Driving licence is required to attach

Proof of address:

You will get the options to use any of the following documents as proof of address

  • Voter’s ID card copy
  • Ration card proof
  • Driving licence photocopy
  • Passport copy is required to attach
  • Aadhaar card proof
  • Registered lease/sale agreement of residence
  • Insurance copy is necessary
  • Flat maintenance bill
  • Utility bills including landline telephone bill, electricity bill or gas bill
  • Bank account statement/Passbook

Third-party declaration for minors:

The minor investors will require third-party declaration for the Investments. The parents are allowed to make the Investments with a third-party declaration form for the process.

For non-individuals

The non-individuals may be any company, trust, partnership firm, etc. The following documents will be required for it:

  • Certificate of registration/incorporation
  • Memorandum and Article of Association
  • Bank Statement
  • Trust deeds (for Trusts)
  • Address proof
  • Resolution of the Board of Directors to open an account for investment in Mutual Funds Schemes
  • List and signature/s of authorised person/s
  • Certificate of registration with SEBI (for FIIsDeed of the declaration of HUF
  • Power of Attorney (for Trust)
  • Self-certification on letterhead (for banks, institutional investors, regulatory bodies, army organisations and government bodies

To get more information about the required documents, you can visit the official website of HDFC mutual fund house and can get the complete details.

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