Top of main content

Open a Wealth Management Account online

Use your HSBC India app to apply for a Wealth Management Account in just a few steps

It's easier than ever to access your investments

You can now open your Wealth Management Account digitally in just a few simple steps. Choose from a wide range of funds, manage your investment portfolio and access your Digital Wealth Dashboard at your convenience.

Begin your investment journey by applying for a Wealth Management Account digitally straight through the HSBC India app or online banking.

Why open a Wealth Management Account?

Invest wherever you are

Invest anywhere, anytime – with no need to visit a branch.

Digital Wealth Dashboard

Keep track of your wealth and investments online and through the app.

Secure Investment Management

You'll have peace of mind with our reliable and innovative app.

Investment options

Make your investment journey easier and smarter. Apply for a Wealth Management Account and manage your investment portfolio at your convenience anytime, anywhere.

  • Mutual Funds

    Grow your wealth with our wide range of whitelist and non-whitelist funds.

Who can apply for a Wealth Management Account?

Before you apply, check that you:

  • have a savings or current account with HSBC
  • are 18 or older
  • have up-to-date personal details with us
  • have access to internet banking

Apply for a Wealth Management Account

You can apply for a Wealth Management Account 2 ways:

Investment page in mobile banking app
  1. Log on to your HSBC India app and open the 'Investments' tab
  2. Choose 'Continue' to see if you can open an account
  3. Enter your personal details including your contact details
  4. Review your details
  5. Review our terms and conditions and submit your application
  6. Verify your KYC (Know Your Customer) details through a designated KRA (KYC Registration Agency)

And that's it, just 6 easy steps to apply for a Wealth Management Account straight from your mobile.

Important information

Terms and 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.

Disclaimer

Specific terms and conditions governing digital wealth management account opening, offers and investment options and the Terms and Conditions for Wealth Management Services shall also apply.

This material is for information only. The mention of any offers, investment options, financial products or otherwise ("Product") should not be construed as a recommendation or an offer or the solicitation of an offer to sell, hold, purchase or subscribe to any investment options, securities, financial instruments and/or offers, nor does it represent a forecast of future performance of any Product. The Bank does not make any guarantee, representation or warranty and does not take responsibility as to the accuracy or completeness of the information on this webpage. Opinions expressed herein are subject to change without notice.

The information contained on this web site is intended for Indian residents only and should not be construed as an offer, solicitation or recommendation of any product or service in any jurisdiction where such activities would be unlawful under the laws of such jurisdiction.

The information contained on this website is intended for Indian residents only and should not be construed as an offer, solicitation or recommendation of any product or service in any jurisdiction where such activities would be unlawful under the laws of such jurisdiction.

The specific investment objectives, personal situation and particular needs of any person have not been taken into consideration in providing this information. You should therefore not rely on the content of this material as investment advice to make investment decisions. Before you make any investment decision, you may wish to consult a financial adviser. In the event that you choose not to seek advice from a financial adviser, you should carefully consider whether the investment product is suitable for you.

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

Here's an easy way to share your thoughts, stay informed and join the conversation. Follow us: