Wealth Management Process & World Class Research

Plan your financial strategy based on a thorough understanding of your needs and appetite for risk

Plan your financial strategy based on a thorough understanding of your needs and appetite for risk

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.

Profiling

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
Allocation

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.

Selection

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.

Portfolio

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.

How to Apply
  • Speak to our Citigold Relationship Manager at 02 788 3335.
  • Visit our Citigold Wealth Management Center at following branch:-
    • Citibank Bangkok Branch: Interchange 21 Asoke Intersection - Lobby floor
    • Citibank Silom Branch: United Tower Building, Silom - 1st floor
    • Citibank Central World Branch: Central World Plaza, Rajdamri - 4th floor

Disclaimers:

  • Investment contains certain risk, please study prospectus before investing. Not an obligation of, or guaranteed by, Citibank. Not bank deposits. Subject to investment risks, including possible loss of the principal amount invested. Subject to price fluctuation. Past performance does not guarantee future performance. Not offered to US persons.