Why choose the Mutual Funds Online?
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View Current Holdings - See the details of your Mutual Fund holdings, Term Deposits, Savings / Current account balances and demat account balance held under the same Customer id.
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View Realised Gain / Loss - View details of mutual fund investments where capital gain / loss have been realized and dividend payouts have been received, for the last 2 years.
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View Transaction History - See details of mutual fund transactions done in the last 2 years, or check transactions details during a selected time period (within the last 2 years) or specific mutual fund scheme or transaction type.
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Analyse & Compare - Analyse and compare performance of various mutual fund schemes.
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Create My Watchlist - Create a watchlist of your chosen mutual fund schemes to track their performance.
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Assess your risk profile - Answer a set of questions to determine your risk profile towards investment.
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Get the latest news - Keep a tab on the latest news and updates of the financial markets with the "Market News" functionality.
Fees and charges for the HSBC Wealth Dashboard:
Free for those registered with online banking
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Features overview
Manage your mutual funds online
Manage your funds through the app
Just log on to the HSBC India Mobile Banking app, then select 'Investment'.
Don't have any investments with HSBC? Find out more about investing with us or request a callback
Manage your funds through online banking
Log on to online banking, select 'Mutual Funds' and then 'Wealth Dashboard'.
Useful information
You might also be interested in
Mutual Funds
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.
Wealth Insights
Access HSBC range of wealth insights to help keep your investment strategy well informed.
Important information
Terms and 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