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Investment Plans

Investment options for a range of financial goals

Mutual Funds Online

Stay up to date on the markets with our Wealth Dashboard and Mutual Funds Online, now available on the HSBC India Mobile app.
  • View Current Holdings
  • View Realised Gain / Loss
  • View Transaction History
  • Analyse & Compare
  • Create My Watchlist
  • Assess your risk profile
  • Get the latest news
  • Wealth Shopping Cart (read more)
To access the Wealth Dashboard, log on to the HSBC India Mobile app and tap on the 'Investment' tab. You can also log on to Personal Internet Banking and click on Wealth Dashboard on the left hand navigation menu.

Mutual Funds

We offer a list of select mutual fund products known as white list funds, considering various quantitative and qualitative factors, including past performance and observed investment style based on data which HSBC believes to be accurate.
We also offer investment options in mutual fund schemes beyond the white list funds ("referred to as Non-Whitelist Funds"), only through our online platform, on a "Do It Yourself" basis, without our recommendation or advice. We do not accord specific Product Risk Ratings to these Non-Whitelist Funds.


The funds available for investment cater to various needs and preference:

  • Wealth creation
  • Liquidity
  • Growth

Systematic Investment Plan (SIP)

SIPs are small and disciplined investments in mutual funds

A SIP is a thoughtful gift, which will be appreciated in time.

  • Power of compounding
  • Disciplined approach
  • Convenience

Wealth Insight

We provide financial opportunities that help you to manage and potentially grow your wealth.
  • We start with gaining customer insight
  • Comprehensive financial analysis
  • Risk profiling
  • Tailored wealth solutions
  • Financial planning reports
  • We connect you to global opportunities
  • We offer wealth management solutions suited to customer needs:
  • We act as a facilitator, referring you to ICICI Securities (I-Sec) so you can open a trading account and use their retail broking services.Find out more.

Important Information

Terms & Conditions

HSBC currently offers investment products from third party entities registered and regulated in India.

Mutual fund investments are subject to market risks. Please read, the Scheme Information Document (SID), Statement of Additional Information (SAI), Offer document, Key Information Memorandum (KIM) and addendums, as applicable, issued from time to time, carefully before investing.

HSBC does not distribute wealth management products to those persons who are either the residents or citizens of United States of America (USA), Canada, Australia or New Zealand.

Issued by The Hongkong and Shanghai Banking Corporation Limited India (HSBC/Bank). Incorporated in Hong Kong SAR with limited liability.

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