Our Products and Services

HSBC Portfolio Planner - Planning for your future

The HSBC Portfolio Planner is a tool that helps us formulate a complete wealth management strategy tailored specifically to your financial needs. It recognises the increasing complexity of the investment environment as well as your investment goals, and provides recommendations for asset allocation suitable to your risk tolerance level.

A. Needs Assessment
To understand your financial status, needs and your investment objectives.

B. Portfolio Allocation
Formulates a portfolio of short, medium and long term investments as well as liquid assets across various asset classes, based on your financial priorities and risk tolerance level.

C. Product Selection
Helps you select the appropriate products for your portfolio that match your risk profile.

D. Performance Monitor
Monitors your investment performance on a periodic basis and provides you with valuation statements along with regular updates.

Watch your money grow

Traditional methods of saving do not always factor in the eroding power of inflation. Although fixed return products are essential, they alone may not be the most optimal way to make your money grow. Thus diversifying your investment portfolio is key.

Which is why at HSBC we have put together a portfolio of investment products from both HSBC and carefully selected third party fund providers, so you can be certain that your money grows under our care.

Apply Now

• Apply on the Phone
  Call us on 800 7 HSBC (800 7 4722) within Oman or +968 24794722 from outside Oman
• Email us
• Visit the nearest HSBC branch...