Build your wealth, with a little help
You can use the Wealth Shopping Cart in mobile or online banking to place investment orders. Speak to your Relationship Manager if you need any help to set your goals and complete your orders – all without visiting a branch.
How to use the Wealth Shopping Cart
You can access your Wealth Shopping Cart in the HSBC India app or online banking.
Reach out to your Relationship Manager if you'd like help to add or remove any product from your cart, or if you have any questions.
In the app
1. Select 'Wealth Shopping Cart'
Go to the 'Investment' tab and under 'Products and Services' you'll find 'Wealth Shopping Cart'.
2. Select 'Investment Journey Note' or 'Goal Planner Report'
After reviewing the relevant documents, select 'Buy' to place your order.
3. Choose your products
You can exclude products that you don't want by unchecking the boxes at the top. Then select 'Review'.
4. Select 'Complete the instruction details'
Enter the investment account and amount for each product – the amount can be equal to, or lower, than the planned amount. Then select 'Save'.
5. Review declarations
Review the relevant documents (eg, Key Information Memorandum (KIM), Scheme Information Document (SID)), product features and risk disclosures, fees and charges, relevant terms and conditions, and disclaimer. Then select 'Confirm instruction'.
6. Order complete
Your order is now complete. You can select 'Mutual Funds' on the 'Investment' tab to check your order.
In online banking
1. Select 'Wealth Shopping Cart'
Log on to online banking, go to Account Services and select 'View my portfolio', or go to 'Mutual Funds' then 'View Wealth Portfolio', and you'll find 'Wealth Shopping Cart'.
2. Select 'Investment Journey Note' or 'Goal Planner Report'
After reviewing the relevant documents, select 'Buy now' to place your order.
3. Choose your products
You can exclude products that you don't want by unchecking 'Include the product in my instruction'. Then select 'Review'.
4. Select 'Complete the instruction details'
Enter the investment account and amount for each product – the amount can be equal to, or lower, than the planned amount. Then select 'Review instruction'.
5. Review declarations
Review the relevant documents (eg, Key Information and Offer document , Specific key feature document, product features and risk disclosures, fees and charges, relevant terms and conditions, and disclaimer. Then select 'Confirm order'.
6. Order complete
Your order is now complete. You can select 'Check your order status and SIP' to check your order.
Things you should know
Risk profile
Selecting products
- You can select any product from the cart that suits your risk appetite.
Complete your purchase within 90 days
- Your chosen products will stay in the cart for up to 90 calendar days, provided your financial circumstances don't change.
- If your financial situation changes, you should complete a new Risk Profile Questionnaire (RPQ) or goal planning journey.
Change in risk profile
- You might not be able to order certain products if there are any changes in your risk profile, product risk ratings, or to the goal planner journey or investment journey during the 90 day period.
Start using the Wealth Shopping Cart
In the HSBC India app
Download the HSBC India app to place investment orders in minutes.
Scan the QR code with your mobile device to download the app.
Download the HSBC India app to place investment orders in minutes.
In online banking
Log on to online banking to place your investment order.