HSBC Mutual Funds

How to Invest in HSBC Global Mutual Funds ?

Invest online in HSBC Global Mutual Fund house via Scripbox. It is an easy and convenient process. All you need to do is follow the few simple steps mentioned below.

KYC Required To Invest In HSBC Global Mutual Fund

KYC stands for “Know Your Customer”. It helps in identifying an investor through relevant documents. SEBI has prescribed certain guidelines for KYC. An investor has to fulfil the KYC procedure before investing in a SEBI registered mutual fund. A KYC form will include details of identity, address, financial status, occupation, and demographic information.

You can get your KYC done with Scripbox. The following KYC documents required by Resident Indians and PIO residing in India:

• Photograph
• Pan Card
• Address proof (Aadhar Card (Both Front & Back) / Driving License/ Passport/ Voter ID Card)
• KYC Authorisation Letter. (Please write on a paper that “I authorize Scripbox to do my mutual fund KYC” & sign below it)
• Video Selfie: Record a video by facing the camera for 5 seconds.

You can upload clear colour scanned copies of your KYC documents during the registration itself. Or,
If you are an existing Scripbox user, you can message on Scripbox’s WhatsApp number +91-8884448026 or email your KYC documents to help@scripbox.com.

How to Download Mutual Fund Investment Statement?

The following steps will guide you to download your HSBC mutual fund investment statement using the Scripbox App:

• Login to your Scripbox account using the Scripbox account.
• On the app’s main page, click on the ‘Profile tab’ and select the option’ Investment History’.
• Scroll down and click on ‘Email Me’. Scripbox will send an email with a link to download your mutual fund statement.
• Click on the link in your registered email to download the mutual fund investment history in excel format.

The excel statement will include the following details in two separate tabs:

1. Orders Tab: The sheet includes these details: Fund Name, Investor Name, Folio Number, Amount Invested, Units, Oder NAV, Date of Investment, STT, and Purpose.
2. Current Holding Tab: This sheet has the following details: Folio Number, Fund Name, Current Value, Units, and Purpose

Top HSBC Mutual Fund Managers

Fund Manager	Type Of Fund	Number of Schemes
Neelotpal Sahai	Equity	5
Gutam Bhupal	Equity	7
Anitha Rangan	Equity	3
Kapil Punjabi	Debt	8
Priyankar Sarkar	Equity	4
Ritesh Jain	Debt	3
Ranjithgopal K A	Equity	1
Ankur Arora	Equity	1
Amaresh Mishra	Equity	1

Explore: Top Fund Managers

Mr. Neelotpal Sahai

Mr Sahai is the Fund Manager at HSBC Asset Management Company, being associated since 2013. He possesses an overall experience of 15 years in wealth creation.

Prior to joining, he worked as a Senior Management Trainee for Hewlett Packard in 1994. He later moved to SBC Warburg as a Research Analyst in 1997. And later worked with Infosys Technologies Ltd. as a Senior Project Manager.

Mr Sahai currently manages an AUM of Rs. 744cr across several schemes. Some of the Schemes under his management are HSBC Large Cap Equity Fund, HSBC Small Cap Equity Fund etc. Academically, he is a B. Tech from IT BHU as well as PGDM from IIM.

Mr. Gutam Bhupal

Mr Bhupal is the Fund Manager at HSBC Global Asset Management India Limited. He has over 11 years of experience in the field of Research and Fund Management. At HSBC Global Asset Management India Limited he monitors the risk portfolio and credit rate of funds such as HSBC Dividend Yield Equity Fund, HSBC Infrastructure Equity Fund, HSBC Regular Savings Fund, etc.

Mr Bhupal has done his Post Graduation in Business Management. In addition, he is also a qualified Chartered Accountant as well as Company Secretary.

Ms. Anitha Rangan

Ms Rangan is the Vice President and Credit Analyst of Fixed Incomes at HSBC Global Asset Management India with more than 12 years of experience. Earlier she worked with Lehman Brothers, Nomura and Crisil. She performs in-depth economic analysis impacting the local bond markets. This further derives efficient portfolio deductions.

Mr. Kapil Punjabi 

Mr Punjabi is the Vice President and Fund Manager of Fixed Income at HSBC Global Asset Management India. He has over 13 years of experience and a remarkable understanding of the financial market nuances. Prior to joining HSBC Global Asset Management India, he worked with other AMCs like Taurus Mutual Fund, Edelweiss Mutual Fund, Transmart Group (India). At HSBC Global Asset Management, he manages funds like HSBC Managed Solutions India – Conservative (Fund of Funds).

Ms Priyankar Sarkar

Mr Sarkar has been a fund manager at HSBC since July 2019. Her previous work experience includes Motilal Oswal Asset Management Company Ltd and The D. E. Shaw Group. She holds B. Eng (Hons), Electrical Engineering and Electronics, and also MBA (Finance) degree.

Mr Ritesh Jain

Mr Jain has been a fund manager at HSBC since September 2020. Previously he worked with PGIM India AMC, Morgan Stanley Investment Management Pvt. Ltd, and Principal PNB AMC. He holds a PGDBA from K.J. Somaiya Institute of Management Studies & Research, Mumbai, and a B.Com (H) from the University of Calcutta.

Mr Ranjithgopal K A

Mr Ranjithgopal is with HSBC AMC since July 2019. Prior to working with HSBC as a fund manager, he was AVP institutional sales at HSBC Global Asset Management in Mumbai, Pune, Kerala, and Tamil Nadu locations. He did BA in Economics and holds PGDM Diploma.

Mr Ankur Arora

Mr Arora has been the fund manager at HSBC mutual fund since August 2019. He previously worked with IDFC AMC, ING investments Management (India) Pvt. Ltd., Macquarie Capital Securities, Evalueserve Pvt. Ltd. and UTI Asset Management Co. Pvt Ltd. He did his PGDM from IIM and holds a B.Com (H) from Guru Nanak Dev University.

Mr Amaresh Mishra

Mr Mishra has been a fund manager at HSBC AMC since July 2019. He previously held positions like Assistant Vice President- Sales & Distribution, Assistant Vice President- Investment Management and Assistant Vice President- Equities. He is a Chemical Engineer and also holds a PGDM diploma.

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