SIP via WhatsApp – HDFC AMC Launches Industry-First Tap-Based Feature for Mutual Fund Investments

In a move poised to redefine digital investing, HDFC Asset Management Company (HDFC AMC), the investment manager of HDFC Mutual Fund, has introduced Tap2Invest—a tap-based investment platform that functions through WhatsApp. According to the official statement, this new feature marks an industry-first initiative and simplifies the investment journey for existing investors with KYC compliance.

What Makes Tap2Invest Unique?

Traditional WhatsApp-based investment services often rely on command-driven interactions, where users must type specific messages to proceed. Tap2Invest, on the other hand, offers a click-based interface within WhatsApp, mirroring the experience of using an app.

This development bridges the gap between convenience and accessibility, enabling investors to manage their mutual fund investments with a few simple taps without the need to download any additional applications or navigate complex commands.

Features and Functionalities

Tap2Invest allows investors to:

• Start a Systematic Investment Plan (SIP)
• Make lump sum investments
• Access a user-friendly, app-like journey within WhatsApp
• Use UPI Autopay, net banking, and other digital payment options for transactions

To access this feature, investors can initiate a conversation on WhatsApp by messaging +91-82706 82706.

A Secure and Familiar Platform

Navneet Munot, MD & CEO of HDFC AMC, stated, “Tap2Invest offers a secure way for investors to manage their mutual fund investments on a familiar platform like WhatsApp.”

Security remains a top priority in this solution, making sure that investors can confidently manage their portfolios in a digitally secure environment.

Conclusion

With Tap2Invest, HDFC AMC has taken a significant step toward enhancing digital investment experiences by leveraging widely used messaging platforms. This innovation underlines the shift in how mutual fund houses are reimagining customer engagement and ease of access in an increasingly digital-first world.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

Mutual Fund investments in the securities market are subject to market risks, read all the related documents carefully before investing.