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CitigoldWealth Management Process
 

Backed by a team of experts, your Citigold team will recommend an appropriate financial strategy to meet your needs.

The key to achieving success is having a carefully planned financial strategy based on a thorough understanding of your needs and appetite for risk.

The Citigold Wealth Planning process is based on four key steps, as described,

Step 1 - Citigold Wealth Planner

Analysis of your needs to develop your customised investment and insurance portfolio.

With the help of Wealth Management Planner, a global tool, our relationship manager will help you analyse:

• Your cash-flow requirements
• Your risk appetite
• Desired investment horizon
• Long-term goals

This will help you determine the optimal allocation of your portfolio between liquid assets, medium and long-term investments. You will also be able to determine your insurance requirements for a safer tomorrow.

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Step 2 - CitiChoice
Choose the right product to match your needs and regularly review your portfolio.

Depending on your risk appetite and desired returns you can select from, a range of top performing mutual funds from the leading fund houses in India. CitiChoice gives you a rigorously compiled shortlist of funds to select from in each category of liquid, debt and equity funds.


Step 3 - Portfolio Review

Your finances need to be reviewed and analysed regularly to give you maximum return. With Citigold you get a Portfolio Tracker that helps you track your account on an ongoing basis. You can use this feature of your statement to review your investment portfolio with your Citigold Relationship Manager.

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Disclaimer:
This webpage is intended only for Citibank customers. Any and all facilities/services/offers mentioned on this webpage are subject to specific Citibank, N.A. terms and conditions. You are advised to contact Citibank, N.A. to obtain and understand the applicable terms and conditions and/or any questions you may have with regard to any information contained on this webpage. Citibank, N.A. does not guarantee the accuracy, adequacy or completeness of any information on this webpage and is not responsible for any errors or omissions or for results obtained from the use of such information as contained on this webpage. Citibank, N.A., Citigroup and/or any of their affiliates/associates have no liability whatsoever to any person on account of the use of information provided herein and the said information is provided on a best-effort basis. Citibank has the right to modify or drop facilities/services/offers mentioned on this webpage at any time without assigning any reason whatsoever.
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