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Key Information Memorandum & Application Form Investors must read the Key Information Memorandum and Instructions before completing this Form. HDFC Fixed Maturity Plans Series 31 (A Close Ended Income
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How to fill out hdfc fixed maturity plans

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How to fill out HDFC fixed maturity plans:

01
Visit the HDFC website or go to a HDFC branch to obtain the necessary application form for the fixed maturity plan.
02
Fill out the application form with accurate personal and financial information. This includes your name, contact details, PAN card number, bank account details, investment amount, and duration of investment.
03
Provide any additional documents that may be required, such as identity proof (PAN card, Aadhaar card, passport), address proof (utility bill, rental agreement), and canceled cheque for bank account verification.
04
Carefully read the terms and conditions of the HDFC fixed maturity plan before signing the application form. Make sure you understand the investment objective, risks involved, and any applicable fees or charges.
05
Submit the filled application form and supporting documents to the HDFC branch or through online channels, if available. Retain a copy of the application form and acknowledgment receipt for future reference.
06
Once the application is processed, HDFC will allocate units in the fixed maturity plan based on the investment amount and prevailing NAV (Net Asset Value) of the fund.
07
Monitor the performance of your investment periodically through account statements provided by HDFC. You can also track your investment online through the HDFC website or mobile app.

Who needs HDFC fixed maturity plans:

01
Individuals looking for a fixed investment option with a specific maturity period may consider HDFC fixed maturity plans. These plans offer a predetermined tenure, which can vary from a few months to a few years.
02
Investors seeking a potentially higher return compared to traditional fixed deposit schemes or savings accounts may find HDFC fixed maturity plans attractive. The fund's performance is dependent on market conditions and the expertise of the fund manager.
03
Those who prefer professional fund management and want to take advantage of potential capital appreciation through fixed income securities, debt instruments, and money market instruments may choose HDFC fixed maturity plans.
04
Investors willing to lock in their funds for the entire duration of the fixed maturity plan may opt for HDFC fixed maturity plans as early withdrawal may have associated penalties.
05
Individuals looking for tax-efficient investment options may find HDFC fixed maturity plans beneficial. The tax treatment may vary based on factors such as the investor's tax bracket and the duration of the investment. It is advisable to consult with a tax professional for accurate guidance.
Note: It is important to remember that investment decisions should be made after considering individual financial goals, risk appetite, and consulting with a qualified financial advisor.
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HDFC Fixed Maturity Plans are close-ended debt funds offered by HDFC Mutual Fund with a fixed maturity date.
Investors who have invested in HDFC Fixed Maturity Plans are required to file them in their tax returns.
Investors can fill out HDFC Fixed Maturity Plans by providing the necessary information about their investments and earnings from the plan.
The purpose of HDFC Fixed Maturity Plans is to provide investors with a fixed maturity date for their investments in debt funds.
Investors must report details of their investments, earnings, and any capital gains from HDFC Fixed Maturity Plans.
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