How HSBC Advance works
Here are some tips to ensure you get even more value:
1. Take a quick Financial Health Check
Access HSBC's Financial Health Check tool** to get a quick indication of how well you are doing against your financial priorities. It will only take a couple of minutes to complete.
Click here to take our Financial Health Check.
2. Use our interactive questionnaire to uncover your true attitude towards money
Discover what drives your financial decisions with our Values Survey***.
Click here to launch our Values Survey***.
3. Arrange a Personal Financial Review#
Book an appointment to create a financial plan with one of our Wealth Manager - HSBC Advance. We will help you review it at regular intervals so that you can ensure that everything is on track and make necessary adjustments from time to time, if required.
Click here to book an appointment with Wealth Manager - HSBC Advance.
4. Manage your finances with Internet Banking and Mobile Alerts
You can access your account around the clock, so you can manage your money safely and securely whenever, and wherever, it suits you.
Know more about Internet Banking and Mobile Alerts.
5. Special Offers
From time to time, you will be able to take advantage of special offers##. Bookmark this page and return regularly to discover the latest deals.
Click here to see our latest offers.
^ Insurance is the subject matter of solicitation.
* Investments and services are subject to prevailing market conditions / external factors.
** This simulation does not constitute investment advice or an offer to sell, or a solicitation of an offer to purchase or subscribe for any investment. The above-mentioned simulation is based on certain simplified assumptions and are for illustration purposes only & do not represent any factual / forecasted performance. A variety of market factors and assumptions may affect this analysis, and this analysis does not reflect all possible scenarios. HSBC shall not be liable for any loss or damages which may be caused incase of any financial decisions taken by the participant on the basis of the output received by using this tool. HSBC makes no guarantee, representation or warranty and accepts no responsibility or liability as to its accuracy or completeness and shall not be liable for damages arising out of any person's reliance upon this information. Opinions expressed herein do not have regard to specific investment objectives, financial situation and the particular needs of any specific person who may participate in this simulation. HSBC India currently offers Investment Products from entities registered and regulated in India. These products are currently not available to HSBC Advance NRI customers residing in US, Canada, Australia and New Zealand. HSBC Advance NRI customers residing in countries like United Kingdom, Singapore, HongKong will be able to invest in these products through HSBC India when they are physically present in India.
*** The mentioned simulation is designed by occupational psychologists to create a bespoke model focusing on 8 motivationally distinct values recognised within and across cultures. The tool's feedback is purely basis the inputs provided by you. A variety of factors and assumptions may affect this analysis, and this analysis does not reflect all possible scenarios. HSBC, India makes no guarantee, representation or warranty and accepts no responsibility or liability as to its accuracy or completeness and shall not be liable for any loss or damages arising out of any person's reliance upon this information. Opinions expressed herein do not have regard to specific investment objectives, financial situation and the particular needs of any specific person who may participate in this simulation. This simulation does not constitute investment advice or an offer to sell, or a solicitation of an offer to purchase or subscribe for any investment.
To become a HSBC Advance customer you need to meet our eligibility criteria.