Wealth & Asset Management - Investments & Financial Portfolio

HELLO

Say Hello to Citi!

HELLO takes your banking experience to a whole new level, while keeping it extremely simple and easy. Now you can chat with your Relationship Manager or exchange confidential documents, all through a secure interface. You can also discuss important investments with your RM and team of experts through video conference, and can even complete investment transactions in real-time, wherever you are. Experience the exclusivity of simplified banking, of banking the way you live!

Citigold customer experiencing premier banking services on Citi Hello!

Apply for Citigold Know More

TWA

Total Wealth Access

Developed in-house, the Citigold 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 has changed over time.

Citigold Relationship Manager analysing and diversifying your financial portfolio

THE GOLD CONVERSATION

Understanding Your Financial Needs

Converse with your relationship manager to invest and manage your portfolio as per your needs and market conditions.

Citigold Relationship Manager understanding customer’s financial goals

GLOBAL INVESTOR

Invest across the globe

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.

Investments Portfolio & Financial Asset Management