We all have the desires to be happy and successful. Having a goal enables you to stay focused on your journey towards your desired accomplishments in life. Feeling happy and being successful should not be postponed. You can start building your life on your terms by growing your wealth more efficiently through setting and achieving goals.
Citigold by Citibank presents a goal-based wealth planning tool, Total Wealth Advisor (TWA), to help you achieve your life goals and live your life to the fullest.
Setting goals and tracking progress towards them increases the likelihood of success. Setting the right goals and planning for them properly is more important than ever because it helps you and the ones you love get the life you dream of.
We all chase after dreams. Dreams are fundamental to driving forward, be it a luxurious vacation in an exquisite location, a comfortable retirement, an education for your children in the US, or an investment in a new business or property. A huge number of people are determined by and dedicated to achieving such dreams.
Having worked very hard to fulfil those dreams, Citigold knows what investors want to consider as a plan for generating wealth from their lifetime dedication. The bank understands how to create such financial freedoms that secure individuals and families continuously.
As your partner, Citigold creates opportunities in global investment for investors. The Citigold Total Wealth Advisor and Citigold Relationship Managers help investors set their goals and track their progress towards achieving them.
The Total Wealth Advisor presents investors with a comprehensive picture of their goals, be they retirement, children’s education, another property, a new business, or perhaps a charitable donation. The tool systematically evaluates the client’s portfolio diversification, and adjusts investment strategies to track changes in market sentiment. It helps clients balance their portfolios and stay on-track towards their chosen investment goals under the scope of these four essential modules: Agenda; Finance; Goals, and; Summary.
- Agenda is a summary of the goals that are set and the portfolio’s progress.
- Finance is an analysis of the respective long- and short-term investments and liquid assets.
- Goals evaluates the investor’s current financial situation and compares their status to their goals.
Investors can adjust and change the investment portfolio aided by easily understood graphs and charts. All this enables investors to manage their assets easily and effectively. The investors enjoy immediate access to the results of any portfolio adjustment.
Ultimately, Summary gives the investors a summary of actions taken during the discussion sessions with their Relationship Managers.
The tool also helps clients manage buy/sell orders and adjust the units in their investment portfolio straightaway.
Citigold will continually develop the Total Wealth Advisor. Future features will give investors access to investment status and goal information using wireless tools and smartphones. Clients will have access to comparisons of returns on investment with investors in other countries. Indeed, Total Wealth Advisor will cover all aspects of investors’ aspirations, including savings and investments.
The Total Wealth Advisor is endorsed by the Securities and Exchange Commission through its "Thailand’s 5 Steps Toward Investment with Confidence" guidelines. The five steps are: surveying clients; specifying the investment structure; investing in accordance with the investment allocation plan; keeping track and rebalancing investment, and; generating a consolidated client summary.
Life goals can change over time. Therefore each investment strategy should be based on a specific time period and continuously updated to the ever-changing life goals.
Monitor your wealth anytime, anywhere, with Total Wealth Advisor from Citibank Online as your partner.
Watch this video to learn more about the Total Wealth Advisor programme from the perspective of Khun Suquan Bulakul, Citigold’s client and brand ambassador: https://youtu.be/a7IFaMLANso
Start a golden relationship today and enjoy the remarkable advisory experience that is Citigold’s Total Wealth Advisor.
For more information, please visit https://citi.asia/ThsCcGbP