As you diversify and build your wealth, it can get confusing to stay on top of all your investments. Now view your consolidate HSBC holdings with us on the Wealth Dashboard, a platform to manage your wealth portfolio including investment and insurance.
Features & benefits
A holistic approach to wealth management
Your one-stop online wealth management solution to access and monitor your wealth portfolio conveniently including investment and insurance, in a simple-to-use interface.
News and insights
Stay up to date with the latest financial news and insights, conveniently sorted to be relevant to your current portfolio holdings.
Make well-informed decisions
With up-to-date information and a holistic overview of your holdings with HSBC, our Wealth Dashboard gives you the relevant reference and context to make decisions to enhance your wealth.
Manage your wealth now
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Download the app and use it straightaway
New to HSBC
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Frequently asked questions
What is the Wealth Dashboard?
How do I access the Wealth Dashboard?
How is unrealised capital gain/loss calculated?
Can I view my joint investment or joint account on the Wealth Dashboard?
Will I be able to view the history of my investment transaction(s) on the Wealth Dashboard?
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We offer a list of select mutual fund products, which is based on in-house research methodology in line with various investment needs such as wealth creation, growth and liquidity.
Systematic Investment Plan
SIPs are small and disciplined investments in mutual funds that can be executed through HSBC on a monthly basis.