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| | | Home>Citigold>Wealth Management Process & World Class Research | |  |  | | At Citigold, we help you formulating a total wealth management. You will be updated regularly with your portfolio performance as well as market update making wealth management even more effective. | | |      | | Using the Citibank Personal Investment Risk Profile Questionnaire, your Citigold Relationship Manager will understand your risk tolerance to help you determine a suitable financial strategy. | | | First, your Citigold Relationship Manager will meet you to understand your financial needs like: | | - Investing in your children's education
- Planning your retirement
- Growing your wealth
- Planning for other major financial goals and dreams
| | | Using the Citibank Personal Investment Risk Profile Questionnaire, your Citigold Relationship Manager will understand your risk tolerance to help you determine a suitable financial strategy. | | | From the information you provide, your Citigold Relationship Manager will analyze your current risk profile and recommend the appropriate asset allocation. | | | Depending on your risk appetite and desired returns you can select from, a range of top performing Mutual Funds from the leading fund houses. With a clear understanding of your current financial situation, your future plans and your risk profile, your Citigold Relationship Manager, with the help of a team of experts, will help you determine the appropriate product mix in each asset class. | | | Your finances need to be reviewed and analyzed regularly to give you maximum return. With Citigold, you get a Portfolio Tracker that helps you track your account on an ongoing basis. You can use this feature of your statement to review your investment portfolio with your Citigold Relationship Manager. | |  | Speak to our Citigold Relationship Manager at 02 788 3335. | |  | Visit our Citigold Center at Interchange 21 Asoke Intersection. | | | | | | | Disclaimer: | | | | | | | | | |
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