Embarking On Your Investment Journey
To take full advantage of our investment services, it's important to first assess your own capabilities and needs. With a thorough understanding of these factors, your Relationship Manager can then proceed to help you plan your portfolio and making recommendations that are in line with your financial goals.
Our selection of financial solutions is as varied as your financial needs. From transactional banking capabilities to sophisticated wealth management products, you're sure to find a solution best suited to cater to your financial goals.
The tolerance for investment risk varies across. We make recommendations based on your Investment Risk Profile (IRP), which is determined by an assessment conducted with our Investment Suitability Assessment. With that in place, we can strategise more effectively and identify suitable opportunities for you.
Allocations shown are for illustration only. These will differ according to each customer's profile.
Planning is an integral part of investment, just as our tools are essential in our services to you. Developed exclusively for the Citigold client in mind, these tools help us to better appreciate your financial position and monitor the path to your financial goals.
Part of your Relationship Manager's duties include working together with a consultant to discuss your portfolio with you. Using our Citi Portfolio Tracker, they can determine your progress and work at ensuring your portfolio remains aligned with your financial goals and current market conditions.
The tolerance for investment risk vary across the board for different people. We make recommendations based on your Investment Risk Profile (IRP), which is determined by an assessment conducted with our Investment Suitability Assessments. With that in place, we can strategize more effectively and identify suitable opportunities for you.Find out more
Just as everyone is unique and different in their own ways, so are their appetite and tolerance for risk. At Citibank, we believe in sharing investment opportunities that are in line with your investment profile and objectives, to help you maximize your wealth potential.
Your Investment Risk Profile (IRP) will help us ensure that you are securely investing within your risk appetite, by helping us understand your:
- Investment objectives
- Risk attitudes
- Risk tolerance levels
- Overall financial situation
- General investment experience
- Knowledge and experience on specific investment products
As such, we will be able to bring to your attention a range of investment products or portfolio for your consideration to grow your wealth.Find out more