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| Dear customer, |
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| We are pleased to introduce to you the Wealth Dashboard which is a platform within Internet Banking that allows you to view your mutual fund holdings, mutual fund transaction details, realised capital gain/loss and dividend payouts on your mutual fund investments, assess your risk profile, create your personalised watchlist and many other actions. Wealth Dashboard is an enhanced version of the existing Retail Investment System (RIS) online platform. |
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| To access the Wealth Dashboard platform, you will need to login to your bank account through personal banking on www.hsbc.co.in and click on 'Wealth Dashboard' on the left hand navigation menu. |
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| The Wealth Dashboard will allow you to: |
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View Current Holdings - View your details of your mutual fund holdings, fixed deposits, savings/current account balance and demat account balance. |
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View Realised Gain/Loss - View details of mutual fund investments, where capital gain/loss has been realised and dividend payouts received. This functionality shows these details for the last 2 years. |
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View Transaction History - View details of mutual fund transactions done in the last
2 years. A user-friendly tool that helps you to check transaction details for your selection of time period (within period of last 2 years) or specific mutual fund scheme or transaction type. |
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Analyse and Compare - Analyse and compare performance of various mutual fund schemes. |
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Create My Watchlist - You can create a watchlist of your chosen mutual fund schemes to track their performance. You can also create a watchlist of the mutual fund schemes, where you currently have holdings. |
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Assess Your Risk Profile - You can answer a set of questions to determine your risk profile towards investment. |
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You can continue to transact in mutual funds by clicking 'Mutual Funds' on the left hand navigation menu on Personal Internet Banking. |
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