Meet Your Personal Wealth Management Team
Every aspect of your wealth is in the good hands of trained specialists selected just for you.
YOUR DEDICATED SENIOR RELATIONSHIP MANAGER
Trained by Citi|Wharton Global Wealth Institute to lead your team
Our Citigold Private Client relationship managers go through rigorous training across all areas of private wealth management. They are fully equipped to spearhead your team in delivering world-class thought leadership insights, and wealth management services.
Connect with your Team on the go through Hello, an innovative feature on the Citi Mobile® App or log in now.
YOUR SEASONED PORTFOLIO SPECIALIST
Conducts holistic, In-depth and independent Reviews of your portfolio
Your seasoned Portfolio Specialist independently assess your portfolio while keeping your objectives and risk appetite in mind and delivers unique insights, Citi house views, timely analysis and reports to ensure your portfolio always stays aligned with your risk profile. S/He will not only critically evaluate your investment portfolio with Citi, but can also consolidate and review your overall investment portfolio to provide a comprehensive and holistic assessment.
Schedule a review* with your Portfolio Specialist with Hello
*Portfolio Review with a seasoned and independent Portfolio Specialist can be availed by Citigold Private Client customers with AUM balance of INR 5 Cr. or more.
YOUR TEAM OF SPECIALISTS
Your Service Relationship Manager
A partner to your Senior Relationship Manager, your Service Relationship Manager is your go-to for unparalled service and unwavering support.
Your Insurance Specialist
The insurance specialist is a certified professional who works with you closely to understand your insurance needs, and reviews your existing insurance coverage. He works towards protecting what matters the most to you.
Your Mortgage Specialist
Your Mortgage Specialist helps you secure favorable financing for purchasing properties as well as for leveraging your existing property for your personal or business related requirements.
An additional Benefit
The Account Representative is an additional facility that allows you to nominate someone you trust to do your routine banking enquiries.