Why Invest Through Us?
Need Based-Customer Centric Approach
Our team of qualified professionals combine experience and market know-how to work out financial solutions based on your risk appetite and needs. Our comprehensive financial planning tool analyses and generates a financial plan based on your existing financial position, expected future cash flows, inflation and one that suits your identified financial objectives.Our wealth relationship managers offer you product solutions suitable to meet your requirements.
White Listed Funds
We look at various mutual fund schemes available in the market and after due diligence we hand-pick mutual fund schemes which adequately correspond to your needs. While suggesting mutual funds for you to invest in, we aim to provide diversification across asset classes, product providers, investment styles, risk profiles and market segments.
Dedicated Relationship Managers
Our Relationship Managers are supported by HSBC Treasury, HSBC Securities & Capital Markets, HSBC Global Research and a dedicated in-house product team. Our team of AMFI/IRDA professionals can offer you not just investment avenues but financial planning solutions.