HDFC SKY Trading Account Referral Program
Partner Reward: Earn ₹100
How to Earn
Program Objective
Refer customers to open an HDFC SKY Trading & Demat Account and complete the digital onboarding process. Rewards are credited after successful account verification.
Important Guidelines
Before referring a customer:
- Refer only customers who are genuinely interested in investing in the stock market.
- Encourage customers to complete the entire onboarding process.
- Ensure all submitted information is accurate and matches official documents.
- A higher percentage of completed applications and active users improves referral quality.
Account Opening Process
Step 1: Share Your Referral Link
Send your referral link to the customer and ask them to begin the application through your unique link.
Step 2: Download the HDFC SKY App
The customer should install the HDFC SKY mobile application and begin the registration process.
Step 3: Register an Account
The applicant should:
- Enter their email address.
- Verify their mobile number using an OTP.
- Create a secure account.
Step 4: Complete KYC
The customer will need to provide:
- PAN Card details
- Date of Birth
- Aadhaar-linked mobile number
They should then:
- Verify their identity.
- Upload a clear image of their PAN Card.
- Complete a live selfie verification.
Step 5: Fill Personal Details
Applicants should complete all required personal information, including:
- Personal details
- Contact information
- Additional account details requested during onboarding
Step 6: Complete Aadhaar eSign
Finish the application by completing Aadhaar-based eSign verification and submit the account for final review.
Step 7: Account Verification
Once the verification is completed successfully, the HDFC SKY Trading & Demat Account will be activated and the referral reward will be processed according to the program guidelines.
Documents Required
Applicants should keep the following ready:
- PAN Card
- Aadhaar Card
- Aadhaar-linked mobile number
Customer Eligibility
Applicants should generally meet these requirements:
- Must be at least 18 years old
- Must be an Indian resident
- Must possess valid KYC documents
- Mobile number should be linked with Aadhaar
Final approval is subject to HDFC’s verification process.
Product Overview
The HDFC SKY Trading & Demat Account allows investors to buy, sell, and securely hold shares, ETFs, mutual funds, bonds, and other securities through a fully digital investment platform. It offers convenient online account management with paperless onboarding.
Key Customer Benefits
Digital Account Opening
- Fast online account opening process
- Paperless onboarding
- Aadhaar-based eSign verification
Easy Investing
- Trade equities, ETFs, mutual funds, and more
- Access thousands of listed companies
- Manage investments from one platform
Affordable Trading
- Competitive brokerage plans
- Low-cost intraday and delivery trading options
- Transparent pricing
Secure Platform
- Advanced security features
- Safe document verification
- Secure online transactions
Portfolio Management
- Monitor investments anytime
- Access web and mobile platforms
- Track portfolio performance with ease
Common Reasons for Application Rejection
Applications may not qualify if:
- The Trading & Demat Account is not successfully opened.
- The referral cannot be tracked.
- KYC remains incomplete.
- Incorrect PAN or Aadhaar details are submitted.
- Eligibility requirements are not met.
Ideal Customer Profile
This account is suitable for:
- First-time investors
- Stock market beginners
- Mutual fund investors
- Long-term wealth builders
- Active traders
- Salaried professionals
- Self-employed individuals
- Anyone looking for a digital Trading & Demat Account
Referral Best Practices
- Refer customers who are genuinely interested in investing.
- Ensure PAN, Aadhaar, and personal details are accurate.
- Encourage applicants to complete KYC and Aadhaar eSign in one session.
- Help customers finish the onboarding process without interruption.
- Follow up until the account is successfully activated.
- Submit only genuine referrals to maximize approval rates and referral earnings.