Citigold Integrated Wealth Planning | Citigold Global Banking Services

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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:

Using the Citibank Personal Investment Risk Profile Questionnaire, your Citigold Relationship Manager will understand your risk tolerance to help you determine a suitable financial strategy
First, your Citigold Relationship Manager will meet you to understand your financial needs like:
- Investing in your children's education
- Planning your retirement
- Growing your wealth
- Planning for other major financial goals and dreams

Using the Citibank Personal Investment Risk Profile Questionnaire, your Citigold Relationship Manager will understand your risk tolerance to help you determine a suitable financial strategy.

From the information you provide, your Citigold Relationship Manager will analyse your current risk profile and recommend the appropriate asset allocation.

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
With a clear understanding of your current financial situation, your future plans and your risk profile, your Citigold Relationship Manager, with the help of a team of experts, will help you determine the appropriate product mix in each asset class
Citibank offers you a selection of fund houses

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.

Your exclusive Portfolio Tracker would include - Performance Summary, Asset Allocation, Fund wise Portfolio Tracker, Systematic Investment Tracker

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.

Citibank Multi-currency EEFC Account.
Foreign Exchange Services.
Wealth Management Products.