Get the free HDFC Fixed Maturity Plans- Series 28 - StockShare Market

Key Information Memorandum & Application Form Investors must read the Key Information Memorandum and Instructions before completing this Form. HDFC Fixed Maturity Plans Series 28 (A Close Ended Income

How to fill out hdfc fixed maturity plans

How to fill out HDFC fixed maturity plans:

1. Begin by gathering all the necessary documents, including your KYC (Know Your Customer) details, PAN card, and bank account details.
2. Visit the official HDFC website or reach out to your nearest HDFC branch to obtain the application form for the fixed maturity plan.
3. Carefully read and understand the terms, conditions, and features of the fixed maturity plan before filling out the application form.
4. Fill in your personal details such as name, address, contact information, and PAN card number in the designated fields of the application form.
5. Provide the necessary investment details, including the amount you wish to invest in the fixed maturity plan and the preferred maturity period.
6. Choose the payment mode and provide your bank account details for the investment amount.
7. If you are an existing HDFC customer, mention your customer ID or folio number, if applicable.
8. Review the filled application form for any errors or missing information and make necessary corrections.
9. Sign the application form and attach a copy of your PAN card, along with any additional documents required as per KYC norms.
10. Submit the completed application form along with the supporting documents to the HDFC branch or through the online portal as instructed.

Who needs HDFC fixed maturity plans:

1. Individuals who are looking for an investment option with a fixed tenure and predictable returns may consider HDFC fixed maturity plans.
2. Investors who have a specific financial goal or need to align their investments with a future liability can benefit from these plans.
3. Those who prefer lower risk investments and want to avoid the fluctuations of the stock market may find HDFC fixed maturity plans suitable.
4. Investors seeking tax efficiency may also consider HDFC fixed maturity plans as they may offer benefits like indexation and tax-saving features.
5. Individuals who have surplus funds and want to earn potentially higher returns than traditional fixed deposits may opt for these plans.
6. Investors who prefer the convenience of professional fund management and regular updates on their investments might find HDFC fixed maturity plans appealing.
7. Since HDFC fixed maturity plans offer a range of maturity periods, individuals with varying investment horizons can choose the plan that aligns with their needs.

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