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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

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:

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.
The Site is primarily intended for those who access it from within India. Because of this we cannot guarantee that the Site or the information thereon complies with law or regulation of other countries/regions, or is appropriate for use, in other places.
You are responsible for use of the Site by any person using your computer and you must ensure that any such person complies with these Terms.
The information provided on this Site is not intended for distribution to, or use by, any person in any jurisdiction where such distribution or use would be contrary to law or regulation. This Site should not be considered as communicating any invitation or inducement to engage in banking or investment activity or any offer to buy or sell any securities or other instruments outside India.
Wealth Management Services are offered to HSBC Premier and HSBC Advance customers only.
Insurance is the subject matter of solicitation.
The Hongkong and Shanghai Banking Corporation Limited, India (Registration No: CA0016) whose registered office is at 52/60, M. G. Road, Fort, Mumbai 400 001, is the Corporate Agent of Canara HSBC Oriental Bank of Commerce Life Insurance Company Limited (CHOICe) and Bharti AXA General Insurance Company (BAGI). The Hongkong and Shanghai Banking Corporation Limited, India does not underwrite the risk or act as an insurer. Purchase of any insurance products by a bank's customer is purely voluntary and is not linked to availment of any other facility from the Bank. The contract of insurance is between the insurer and the insured and not between the bank and the insured. For more details on risk factors, terms and condition please read the sales brochure carefully before concluding a sale.
The insurance products are offered and underwritten by Canara HSBC Oriental Bank of Commerce Life Insurance Company Limited (Regn. No.136), having its registered office at C31 & C32, First Floor, Cannaught Circus, New Delhi-110001. India.
Issued by The Hongkong and Shanghai Banking Corporation Limited India (HSBC/Bank). Incorporated in Hong Kong SAR with limited liability.

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