Wealth Insights

We provide financial opportunities that help you to manage and potentially grow your wealth.
  • We start with gaining customer insight
  • Detailed financial analysis
  • Risk profiling
  • Tailored wealth solutions

    Tailored wealth solutions

    Financial planning reports

    Tailored wealth solutions

    Financial planning reports

  • Financial planning reports
  • We connect you to global opportunities
  • We offer wealth management solutions suited to customer needs:

Rates & Fees:

  • Nil service charge for Wealth Management service

Ways to open:

Online, Phone, Branch

Our Wealth Management Services Pillars

We start with gaining customer insight

Our financial planning tool called Goal Planner will help you to manage your financial needs.

The tool offers you :

  • Detailed financial analysis
    Know your needs, goals and preferences with our comprehensive fact finder
  • Risk profiling
    Find out your risk tolerance with our risk assessment tool
  • Tailored wealth solutions
    Appropriate solutions are recommended by the tool according to your needs, risk profile and investment objectives
  • Financial planning reports
    At the end of your planning session you will receive a copy of the goal planner report that will provide you with an overview of your financial position, your financial needs and recommended solutions.

We connect you to global opportunities

We are backed with global research capabilities in wealth management which enable us to offer products that seek to capitalize on opportunities beyond local markets.

We offer wealth management solutions suited to customer needs:

Our trained and accredited Relationship Managers shall guide you with your investment decisions. They will offer suitable solutions based on individual needs, risk appetite and investment objectives, namely: 

  • Protection for your family
  • Education planning for your children.
  • Retirement planning.
  • Managing and growing wealth

Our wealth management solutions include a range of investment and insurance products from trusted partners. We also offer access to seamless banking services and a secure online platform to take care of your investments.

Register for a Wealth Insights

Want to talk?

Contact us today to discuss your investment options

Ready to apply?

Apply online today to access the Retail Investment System

You might also be interested in


The convenience to take informed financial decisions, as you stay updated on the markets, and your investments through HSBC.


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


SIPs are small and disciplined investments in mutual funds that can be executed through HSBC on a monthly basis.

Important Information

Other 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, or is appropriate for use, in other places.

You are wholly 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.

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.