HSBC Wealth Management

Issued by The Hongkong and Shanghai Banking Corporation Limited India (HSBC India). Incorporated in Hong Kong SAR with limited liability.

HSBC India currently refers investment products from third party entities registered and regulated in India. HSBC does not offer through referral, 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 referral would be contrary to law or regulation.

HSBC India only refers its clients to the third-party product provider for fulfilment of clients needs. The decision to offer AIF to clients will be taken independently by the third-party product provider. Please read the AIF Disclosure Document, other offering documents and the terms and conditions of the AIF product and client should proceed to invest only if the client agrees to the same. HSBC India shall not be responsible for any decisions of the third-party product provider and all concerns/disputes with regard to AIF should be directed by the client to the third-party product provider.Investments in AIF involves a high degree of risk, including the potential loss of capital.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

HSBC India is an AMFI-registered Mutual Fund Distributor and an AMFI-registered Specialized Investment Fund (SIF) Distributor. HSBC India distributes select mutual fund schemes and SIF strategies of empanelled Asset Management Companies, and acts as a referrer of other third-party investment products.

AMFI-registered SIF Distributor I Date of initial registration: 27th Oct 2025 | ARN-0022 I Validity of ARN : 26th Oct 2028.

AMFI-registered Mutual Fund Distributor | Date of Initial Registration: 19th Feb-2002 | ARN-0022 I Validity of ARN: 18th Feb- 2027.

1000+ funds include both Whitelist and Non-Whitelist funds. Whitelist Funds (WL) are mutual funds which have undergone internal assessments by HSBC India and accorded specific Product Risk Ratings. Such funds are offered to customers to invest, both pursuant to goalplanning discussions and on a ‘Do It Yourself’ basis, without any recommendation or advice from HSBC India. Non-Whitelist Funds (NWL) are mutual funds which are available to customers to invest only on a ‘Do It Yourself’ basis on our online and mobile platform, without any recommendation or advice from HSBC India. HSBC India has not accorded specific Product Risk Ratings to these funds.

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.

HSBC India is not registered as an ‘investment adviser’ under the Securities and Exchange Board of India (Investment Advisers) Regulations, 2013 and does not offer any ‘Investment Advice’ as defined in the Securities and Exchange Board of India (Investment Advisers) Regulations, 2013.

HSBC India does not distribute or refer investment products to those persons who are either the citizens or residents of United States of America (USA), Canada, New Zealand or any other jurisdiction where such distribution or refer would be contrary to law or regulation.