As the name suggests, a PFR is personalized to suit individual financial needs and risk profiles. The PFR assists you in analyzing your current finances as well as future financial needs by taking into consideration your lifestyle, investment objectives, income stability, risk profile ,financial obligations and other factors. Our financial planners use this information to help you draw up a financial plan using a combination of deposits, mutual funds and insurance schemes that work towards aiding you in achieving your financial goals.

Our Approach to Personalised Financial Review (PFR)

• To arrive at a customized PFR, HSBC India relationship managers use Wealth Explorer - a financial planning tool, that helps in arriving at a financial plan.
• RMs suggest investment products or insurance products, basis the financial plan, that would aid in fulfilling financial goals.
• These products are carefully researched and identified to suit your needs and profile, making HSBC India a one stop shop for your financial needs.
• HSBC India Relationship Managers are also supported by dedicated Investment Speciallists and financial tools, such as, Retail Investment System (RIS) that empowers the RM by providing -
  • Product search options (over wide variety of product options to search from)
  • Market updates/insights by our team of experts
  • Portfolio tracking tool
  • Product watch-list
• At HSBC India, a team of investment specialists support the financial planning process by  bringing  to the table, productsthat have been carefully researched and identified to be suitable to meet your needs.