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Investing in Mutual funds

Steps for Investing in Mutual Funds via Citi Mobile App*

  • Login to Citi Mobile App and go to Investments tab
  • On the portfolio summary page click ‘Transact Now’
  • Click ‘Buy Mutual Funds’ from the options shown
  • Choose the fund name, type and option
  • Select the fund you wish to invest in from the options shown
  • Select if you would like to invest either through Lump Sum or via SIP
  • Enter your investment details and click ‘Continue’
  • Click ‘Confirm’ after reviewing the details of your investment transaction

1. Login to Citi Mobile App and go to Investments tab

2. On the portfolio summary page click ‘Transact Now’

3. Click ‘Buy Mutual Funds’ from the options shown

4. Choose the fund name, type and option

5. Select the fund you wish to invest in from the options shown

6. Select if you would like to invest either through Lump Sum or via SIP

7. Enter your investment details and click ‘Continue’

8. Click ‘Confirm’ after reviewing the details of your investment transaction

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*A Citi Investment Services Account is required to start investing through Citi

1. Login to Citi Mobile App and go to Investments tab

2. On the portfolio summary page click ‘Transact Now’

3. Click ‘Buy Mutual Funds’ from the options shown

4. Choose the fund name, type and option

5. Select the fund you wish to invest in from the options shown

6. Select if you would like to invest either through Lump Sum or via SIP

7. Enter your investment details and click ‘Continue’

8. Click ‘Confirm’ after reviewing the details of your investment transaction

<<   >>

*A Citi Investment Services Account is required to start investing through Citi

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