Wealth Management - Asset, Portfolio & Financial Management

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!

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 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 GOLD CONVERSATION

Getting to know you and your needs

Citigold provides counseling around investment, portfolio and financial management, keeping evolving market conditions and your long-term goals in perspective. Have a conversation with your Relationship Manager to align your investment portfolio based on current market trends.

ANALYSIS

Build your Wealth Portfolio

The CRISIL Tracker is a portfolio tracking tool that helps generate tailor-made reports for all your investments. It ensures that your Investment holdings are in line with your current financial goals and needs.

Provides a complete, real-time picture of your financial situation, investment portfolio and goals

Analyses how your portfolio value changes over time and the likelihood of achieving your financial goals

Undertakes portfolio management to oversee individualised goals and bring it back on track

REVIEW

How diversified are you?

Created in house by Citi, the Citigold Diversification Index (CDI) aims to provide you with greater insights to the diversification level of your investments. Diversification achieves potentially higher returns with lower risk by spreading 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 volatilities 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.

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.