Wealth planning to achieve your goals
Who can be a successful investor? We all can! You don't have to be an expert to enjoy investment success - all it takes is a planned approach and a sense of commitment. If you're new to investing, you may feel uncertain about where to start. Take a look at our commonsense guidelines to see how straightforward it can be to boost your wealth with a well-constructed portfolio of quality assets.
- Set investment objectives that are aligned with your life goals
- Build your diversified portfolio with different asset classes. Learn more.
- See how your investments are progressing towards your goals
Goal-based planning can help you to visualize how your investments are progressing towards your life goals, instead of tracking it against market benchmarks. Goal-based planning allows you to make the most of your time by focusing on what really matters to you.
Citigold would like to present Total Wealth Advisor (TWA), an intuitive, goal-based wealth management tool that empowers relationship managers to focus on helping you to achieve your most important financial goals. With a sophisticated databased, TWA can estimate accurately your goals target value according to your preference. 3 Types of goals available are Wealth growth, Retirement and Education goals.
Check out the introductory VDO to see TWA in action
Don't Put All Your Eggs In One Basket...
Market volatility is an essential part of any investment. One way to prepare for market volatility is to diversify your investments.
Benefits of Diversification
- Different asset class tend to have a low correlation with each other.
- This reduces the volatility of a diversified portfolio.
- Active rebalancing across asset classes may help capture tactical opportunities.
Click HERE to see how Citibank Model Portfolios that can help you diversify your investment portfolio
Visit any of our branches today.
399 Interchange 21 Building, Sukhumvit Road, Klongtoey Nua Sub-district, Wattana District, Bangkok 10110.
4, 4/1-2, 4/4, 4th floor, Room B411-2 (Bank zone), Rajdamri Road, Pathumwan Sub-district, Pathumwan District, Bangkok 10330.
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.