Advisory

Advisory

Designed to support you through your wealth journey.

THE GOLD CONVERSATION

Getting to know you and your needs

An in-depth conversation with your dedicated Relationship Manager to understand your current financial position & needs, to determine the suitable investment portfolio for you.

Getting to know you and your needs
Getting to know you and your needs

CITI FINANCIAL PLANNER

Effective Solution for your Portfolio Management

Citi Financial Planner is our proprietary financial analysis tool that helps us understand your investment goals, so we can develop a wealth management strategy based on your personal needs and aspiration.

Effective Solution for your Portfolio Management
Effective Solution for your Portfolio Management