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 managementYour 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 insightsStay up to date with the latest financial news and insights, conveniently sorted to be relevant to your current portfolio holdings.
- Make well-informed decisionsWith 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.
Access your Wealth Dashboard now
Access it 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
Access it through online banking
Log on to online banking, select 'Mutual Funds' and then 'Wealth Dashboard'.
Frequently asked questions
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.