Wealth Management comprises services that give high-net-worth individuals wealth solutions for a brighter and richer experience in the present and future. Asset management means the end-to-end management of valuable assets. To know more, you can check out Citigold’s wealth and asset management services for optimized global investment plans and strategies.

A wealth management account will help you invest wisely and organize and manage your wealth in a disciplined manner. Citibank assigns a dedicated relationship manager who will provide end-to-end assistance throughout your investment journey and help you identify the right investment opportunities based on your financial state and needs.

Financial goals will let you realize and materialize your dreams. To get financial security it is important to create a roadmap that will help you achieve your targets and goals. You can set short-term, mid-term, and long-term goals. You should fix a timeframe for each goal term, and you must evaluate and keep track of your progress. By setting financial goals, you will also help yourself get financial independence.

Your dedicated Citibank relationship manager will help curate the right investment portfolio after understanding your financial conditions, goals, and needs. Your investment portfolio will also be timely reviewed to keep it secured from the changing market trends and situations.

You can qualify for Citigold if you have minimum funding of USD 200,000 (or currency equivalent) in your account. Qualifying customers can access a wide range of benefits such as preferential FX Rates, in-depth analysis of the market trends, quick and hassle-free global transactions from one Citi account to another, banking by using foreign currencies, and lifestyle privileges.

To become a Citigold Private Client, you must have funding of at least USD 1,000,000 (or currency equivalent) in your Citi account. It also includes your investments. Citigold Private Client members are assigned a dedicated team of wealth advisory, exclusive wealth products, especially curated wealth management options, regular market insights, investment solutions, and other privileges.