| Plan Name | Maxima | ||
|---|---|---|---|
| Client Segment | Classic / Prime / SB Max | ||
| AOC Charges (exculsive GST) | 0 | ||
| Free Cash Volume (Rs.) | 5,00,000 | ||
| Validity of Free Volume | 90 days | ||
| Delivery Brokerage % | 20P | ||
| Intraday Brokerage % | 0.02% | ||
| Min Brokerage (Rs.) | 20 | ||
| Derivatives (per order) Rs. | 20 | ||
| Same Day Payout (Rs.) | 5,00,000 | ||
| RM Support | Yes | ||
| Research Recommendation | Yes | ||
| Demat AMC | Transacting account: ₹250 Non Transacting account: ₹500 |
||
| Demat Debit Transaction & Pledge Instruction (Creation / Invocation / Closure) |
0.04% (Min Rs. 30 & Max Rs. 4999/-) |
||
| Margin Pledge | Rs 20/- | ||
| Dematerialisation | Rs.5/- per certificate + Rs. 35/- per request | ||
| Rematerialisation | Rs.30/- per request + NSDL / CDSL actuals, Currently a) Rs. 10/- for every hundred securities or part thereof; or b) a flat fee of Rs. 10/- per certificate whichever is higher |
||
| Reissuance of Delivery Instruction Booklet (DIB) | Rs.100/- per booklet | ||
| Mailing Charges for Non Periodic statements | Inland Address Rs.35/- per request Foreign Address Rs.500/- per request |
||
What is Demat Maxima Value Plan?
Investing for the long-term is a journey that demands the right tools, support, and a dependable partner. At Maxima Value Plan, we recognise the aspirations of long-term investors like you and are dedicated to empowering your financial goals. Explore the numerous benefits that come with opening a Demat Account with us.
Comprehensive support for your long-term goals
With the Maxima Plan, enjoy zero AOC and your first 90 days absolutely free for up to ₹5 lakh of free cash volume. Benefit from a delivery brokerage of 0.20% and first-year Demat AMC free.
Your Vision, Our Mission
Maxima Value Plan is dedicated to supporting your long-term investment goals. With a variety of investment options, you will have the resources to build a robust portfolio. Whether you're planning for retirement, education, or generational wealth, we've got you covered.
Holistic Portfolio Management
Our advanced platform simplifies managing a diverse portfolio. Track, analyse, and manage your investments seamlessly. With user-friendly tools, monitor performance, track trends, and make data-driven decisions to optimise your holdings. Stay in control and watch your investments grow.
Benefit from compounding returns
Position yourself to benefit from the power of compounding returns. As your investments grow, your gains reinvest and multiply over time, accelerating wealth accumulation. Start early and let compounding work in your favour.
Educational resources for informed decisions
We provide educational resources, articles, webinars, and expert insights. Stay informed about market trends, investment strategies, and economic shifts to make well-informed decisions. With HDFC Securities ROOTS platform, get in-depth learning about investments, trading, and more.
Choose Maxima Value Plan today for a brighter tomorrow
Your journey toward a prosperous future begins with the right partner. By opening a Demat Account with Maxima Value Plan, you're not just accessing a platform – you're entering a realm of possibilities that align with your long-term ambitions. Experience the benefits of comprehensive support and a commitment to your financial well-being.
Make the wise choice for your financial future. Opt for Maxima Value Plan today and embark on a journey that aligns with your long-term aspirations. Your goals are our priority, and we're honoured to be your partner in securing your financial tomorrow.
Maxima Value Plan Details:
Terms and Conditions
- Value Plans are special limited period offers designed to enhance your Demat and Trading experience for accounts opened digitally on or after 1st August 2023
- This offer is currently available only through the 2-in-1 digital account opening journey and is not applicable for physical account opening
- Customers must begin the digital journey using the mobile number registered with their HDFC Bank Savings Account
- HDFC Bank and HDFC Securities reserve the right to review and update these offers at their discretion
- Existing customers who already hold a Demat & Trading account are not eligible for these offers
- Value Plans remain valid only as long as the customer’s savings account continues under the eligible Managed Programme or Product Variant
- If the account status changes, standard tariff charges will apply. The standard Demat AMC is ₹750 per annum
- Minimum brokerage will apply regardless of the customer’s base brokerage plan: Platina – ₹10, Premia – ₹15, Maxima – ₹20, Optima – ₹25
- Demat AMC is waived for the first year. From the second year onwards, it is charged annually in advance at the start of the billing cycle
- For customers under Managed Programmes/Product Variants, AMC is computed based on the transaction done in the previous year
- A Transacting Account refers to a Demat account that has had at least one credit or debit transaction in the previous financial year. This includes:
- Buying or selling of stocks or mutual funds
- Processing a Demat or Remat request
- Any pledge or unpledge transactions - If a customer is tagged as ‘Preferred’ under ethnic code but holds an SA Product Code of Speciale Platinum, they will receive the higher tier benefit - the Platina plan
Frequently asked questions
To be eligible for the Demat Maxima Value Plan, you must be a Classic, Prime, or SB Max Account holder with HDFC Bank. The plan is exclusively for new Demat and Trading Accounts; existing account holders are not eligible. Ensure your mobile number is linked to your HDFC Bank Savings or Salary Account, as this is required to start the application process. This promotional offer is designed for those who meet the criteria and are looking to benefit from a comprehensive investment support system tailored to their long-term financial goals.
To apply for the Maxima Value Plan:
- Ensure you have an HDFC Bank Savings or Salary Account.
- Begin the application process online by using the mobile number linked to your Bank Account.
- Keep your PAN and Aadhaar Card handy for quick verification.
- Visit the HDFC Bank website and navigate to the Demat Account section to start your application.
- Follow the steps to complete the online form and submit the required documents electronically.
If you prefer an in-person approach, you can visit your nearest HDFC Bank branch with the necessary documents to open the Maxima Value Plan account offline.
The Maxima Value Plan is a comprehensive investment package designed to support long-term financial goals. It offers zero Account Opening Charges (AOC) and provides the first 90 days free for up to ₹5 lakh of cash volume. Investors benefit from a delivery brokerage rate of 0.20%, a free Demat Account Maintenance Charge (AMC) for the first year, and the option to buy stocks and pay later at a margin trading facility (MTF) rate of just 18%. The plan includes holistic portfolio management tools and educational resources, ensuring investors have everything they need to build and manage a robust investment portfolio effectively.