HDFC Bank provides a wide range of financial products and services including retail banking, wholesale banking, treasury services, and investment services. It has a nationwide network of over 4,787 branches and 12,635 ATMs. HDFC Securities is a subsidiary of HDFC Bank and offers investment services including equities, mutual funds, insurance, loans, and portfolio management. It provides these services through multiple platforms including a website, mobile app, branches, and a central dealing desk that can be accessed by phone. HDFC Securities has received several awards for its services and aims to provide customized investment solutions to meet customers' needs.

1. Introduction to

2. About HDFC Bank
HDFC Bank was incorporated in August 1994.
HDFC Bank commenced operations as a Scheduled
Commercial Bank in January 1995.
Major Awards in 2017-18 Exhaustive Product Suite
• Dun & Bradstreet BFSI Awards- 2018
• Euromoney Private Banking and
Wealth Management survey- 2018
• 10th BW BusinessWorld-PwC
Best Banks - 2017
• Retail Banking
• Wholesale Banking
• Treasury
As of 31 March 2018, the Bank has a nationwide distribution
network with 4,787 branches and 12,635 ATMs, in 2,691 cities.

3. About Us
Among the top Retail Brokerage houses in the country
Subsidiary of HDFC Bank
Seamless Investment
Linked Trading – Demat – Savings Account
Unbiased and independent in-house research experts
Varied asset classes
One-stop-shop for your investments

4. Technology with a Human Touch
Dedicated Relationship Managers
in our 250+ Branches across India
Central Dealing Desk – Call
33553366 (prefix local code).
Digify
A paperless
Mutual Fund
investment
platform
mPowered
Internet trading
platform
Trading App
All your investment
needs available in
just one mobile app
ProTerminal
State-of-the-art
system designed for
traders, researchers
and analysts.
Our Digital Solutions
With Human Touch
Arya
Our voice
enabled virtual
investing
assistant

5. Awards & Accolades
Best e-brokerage House - Outlook
Money
Best Broker – Assocham Capital Market
Intermediaries Excellence Awards
2017
Top volume performer in
Equity Retail/OFS/SGB/OTB &
MFI segment – BSE
2017
First Rank in NPS awards
2017, 2016

6. Customised Investment Solutions
Investments as per your needs and risk appetite
Long term investments Short term investments Tax saving investments
Equity
National Pension
Scheme (Tax saving)
Mutual Funds (Equity)
Corporate Fixed
Deposits
Mutual Funds (Debt)
Mutual Funds (ELSS)
Insurance
Government or tax-free
bonds

7. Inflation steadily depletes the value of your hard earned money
The Need For Investing
Why Choose Equities?
• Economy on growth track
• Equity markets to benefit from growing
economy
• Equities have outperformed all other
asset classes to beat inflation in the
last 15 years
Gold – ₹ 5.81 lakhs Equities – ₹ 10.33 lakhs
If you invested ₹ 1,00,000 in 2003, with various different assets, in 2018 your investment would be
4.36%
8%
12.46%
16.85%
0.00%
2.00%
4.00%
6.00%
8.00%
10.00%
12.00%
14.00%
16.00%
18.00%
Inflation Rate Fixed Deposit Gold Equity
%CAGR 2003 to 2018
*Disclaimer: The data has been taken from 31st March 2003 to 31st March 2018

8. Financial Instruments
Equity Market
SIP in
Equities
MFSIPs
Corporate
Fixed Deposits
National Pension
Scheme
eTax
eWill
IPOsETFs- Gold,
Indices
NCDs
Mutual Funds
NRI
offerings
Insurance
Plans
Loans
Derivatives
(Equities &
Currency)
Diversified
across various
Asset Classes

9. 3-in-1 Account
Trading, Demat & Savings account
One account for all your investment needs.
Save, invest and track all your investments
on a single platform.

10. Equity Offerings
Make quick gain on Intra-
day stock movements
Instant liquidity on
sale of stocks
Systematic
investing in stocks
Hold margin position
for T+30 days
Pay less margin &
cap your losses
One call or few
clicks to invest
SIP in Equity – DIYSIP
Encash
Intraday Trading E-Margin
Cover Orders
IPO
Seamless online platforms to trade on NSE & BSE

11. Equity Research Support
Market View
Daily/weekly market outlook to keep you informed
on the latest market movement and updates.
SIP Ideas
Tips on buying smaller quantity
of the stocks over time
Trading Ideas
Short term investment/trading
ideas for traders and investors
Investment Ideas
Stock ideas for long term
holding and diversified portfolios
Pick of the week
Our best recommended stock
calls for investors, every week

12. Derivatives Trading
Why you should trade in Derivatives?
Hedging Potential
Returns
Higher Trading
Limits
Leveraged
Positions
Stock/Index Futures
Obligation to buy or sell a contract at a pre-defined time and price.
Currency Derivatives
Contract allowing currency exchange in future date, at a stipulated rate.
Stock/Index Options
Option to buy or sell something at a pre-defined time and price.

13. Investing in Mutual Funds
Investment in various stocks
or market instruments offers a
diverse portfolio.
Diversification
Professional fund managers
assist you in picking mutual funds
and managing your investments.
Expert Management
No paper work needed! Just a
few clicks or a phone call to
start investing.
Ease of buying and selling
Achieve your goals by
investing as per your needs,
time frame and risk appetite.
Financial Goals

14. Fixed Income Instruments
Our Exhaustive Product Suite
Tax-Free Bonds:
Ensures tax free returns along with capital protection
Non-Convertible Debentures:
Get higher rate of interest and security
54 EC Capital Gain Bonds:
Save tax on long term capital gains
Corporate Fixed Deposits:
Various AAA and AA-rated fixed deposits of varying tenures

15. Financial Security Products
Life Insurance
Secure your family’s
future with an
exhaustive suite of
insurance plans.
National Pension
System
Contribution to the
retirement scheme
regulated by PFRDA
(Govt. of India).
General Insurance
Protect yourself and
your family with
Health, Car, Travel
and many other
insurance plans.

16. Financing Products
Personal Loans
Avail prompt funds
during emergency or for
personal needs.
Loan against
securities
Get liquidity from your
investments without
actually selling them.
Home & Auto Loans
Get hassle-free loans.

17. NRI Offerings
Off Market orders
Advanced Portfolio Tracker with alerts and updates
Dedicated NRI Desk with Relationship Managers
Invest through Repatriable and Non-Repatriable funds
Seamless PIS (Portfolio Investment Scheme) reporting
Dedicated NRI Customer Care Desk

18. Value Added Services
SMS Insta
Stock trends and
recommendation
via SMS
Blink
Empowering
you with high-
speed trading
Tax Solutions
Save tax & file
your returns
online
eWILL
Create your will
online, in just a
few clicks

19. Multiple Investment Platforms
Web Solutions Mobile Trading App
Internet mpowered –
www.hdfcsec.com
ProTerminal
Digify for mutual fund
250+ Branches
Give a missed call
on 08010945114 to
download the app
Centralised Dealing Desk
Invest in few clicks or with just one call
Call 33553366 (prefix local code)

20. mPowered
Single Dashboard interface for order execution,
tracking and reviewing
Integrated Research Tools with advanced
charting solutions
Advanced personalisation, customization
and widget technology
Consistent and responsive experience
over multiple devices
ITS Internet Trading Services

21. ProTerminal
Platform for Researchers, Traders and Analysts
Equity gainers & losers: Track the stock movements for the
day.
Advanced Charting: Get Intelligent Tools & Indicators for
advance technical analysis
15 mins Built-up: A snapshot of every 15 minutes of the
long/short positions created in a particular stock or an index.
Researched Screeners: Pivots Points to determine directional
movement and potential support/resistance levels.

22. Mobile Trading App
Anytime & Anywhere
accessible, so you can
be on top of the
markets.
IPO Applications
made faster online, in
just a few clicks.
Advanced Portfolio
that provides
detailed insights into
your investments.
Exhaustive Portfolio
to track and manage
investments on the go.
Live Market News
that keeps you
updated at all times.
Research Call
which offer best
tips & market calls

23. #paperlessMF
Mutual Fund Investment Platform
Take informed decisions by comparing funds, checking fund
rating, updates on returns and more.
Easy 3 steps account opening, without any charges
Invest online without opening Demat & Trading Account
Start SIPs, SWPs, STPs or make one time investment
through a single platform

24. Call to Trade
Call 33553366
(prefix local code)
Central Dealing Desk
250+ Branches

25. Thank You