Relevant and timely insights, analysis and a global market outlook, with a focus on what matters to you.
Developed in-house, Total Wealth Access (TWA), is an intuitive, interactive RM guided tool that helps you & your RMs to plan, transact, monitor and manage all your investments in one place. It provides a real-time picture of your financial portfolio and analyses how the portfolio value changes over time. It provides current asset-wise portfolio allocations, compares it with the Citi India Model Portfolio and also calculates the Citigold Diversification Index (CDI).
The Citi Wealth Tracker is a portfolio tracking tool that generate comprehensive reports for all your investments. It ensures that your Investment holdings are in line with your current financial goals and needs.
Created in house, the Citigold Diversification Index (CDI) aims to provide you with greater insights into the diversification level of your investments. Diversification may achieve potentially higher returns with lower risk by spreading your wealth across various investment products as opposed to holding a single investment over a medium to long time period. A well-diversified investment portfolio is better equipped to navigate market volatility over time. A higher index indicates a higher level of diversification in your portfolio. Knowing your portfolio diversification level allows you to make more informed decisions towards achieving your financial goals.
Leverage Citigold's global presence and get access to expertise around the globe. Take advantage of the Liberalized Remittance scheme of USD 250,000 per individual, per annum, and invest in products across the globe.
With our global research and insights keeping you abreast of the latest market developments and access to major capital markets, a world of opportunities is within your reach. Together with advice from our team of experts, building your wealth abroad is now more familiar than foreign.
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