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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.

Related articles

 

Find out more about compound interest and how it can help you grow your wealth over time. 

 

Learn more about how to evaluate investment opportunities and make informed decisions by using the Return on Investment metric. 

 

Find out more about why investing in your 20s can help you build wealth and achieve your financial goals. 

 

First-time investor or simply confused about investing? Learn more about the top options available to you in India.  

Important information

Terms & Conditions

HSBC is an AMFI-registered Mutual Fund Distributor of select mutual funds and a referrer of other 3rd party investment products.

HSBC India does not distribute investment products to those persons who are either the citizens or residents of United States of America (USA), Canada or any other jurisdiction where such distribution would be contrary to law or regulation.

HSBC India will receive commission from HSBC Asset Management (India) Private Limited, in its capacity as a AMFI registered mutual fund distributor of HSBC Mutual Fund. The Sponsor of HSBC Mutual Fund is HSBC Securities and Capital Markets (India) Private Limited (HSCI), a member of the HSBC Group. Please note that HSBC India and the Sponsor being part of the HSBC Group, may give rise to real, perceived, or potential conflicts of interest. HSBC India has a policy in place to identify, prevent and manage such conflict of interest

For more information related to investments in the securities market, please visit the SEBI Investor Website: https://investor.sebi.gov.in/ and the SEBI Saa₹thi Mobile App.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

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

HSBC Bank ARN - 0022 with validity from 19-Feb-2024 to 18-Feb-2027.

Date of initial registration: 19-Feb-2002

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