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Total Wealth Advisor
Wealth Advisor

Achieve your wealth goals with the Total Wealth Advisor1

The Total Wealth Advisor1, is an intuitive, interactive tool developed in-house, that helps you plan, monitor and manage all your investments in one place. Set your financial goals and track their progress at your convenience via Citibank Online or your Citi Mobile® App.

Be rewarded with S$50^ cash when you set a new goal
and do a fund allocation with us.

Speak to your Relationship Manager to set your goals today.

^Terms and conditions apply. Click here for details

  • Secure
    Access a complete, real-time picture of your financial situation, portfolio and goals at your convenience via Citibank Online or your Citi Mobile® App.
  • Instant
    Analyse how your portfolio value changes over time and the likelihood of achieving your
    financial goals.
  • Easy
    Measure your portfolio against Citi's Model Portfolios and Citigold Diversification Index and lets you make portfolio adjustments to bring goals back on track2.

^Terms and conditions apply. Click here for details.
1Portfolio stress test and customised alerts via Citibank Online and Citi Mobile® App are currently not available and will be introduced progressively.
2The term "Portfolio(s)" referred to in this document are merely references to illustrations of asset allocations in general and are not personalized to your specific investment needs. Your individual investment holding(s) will not be actively monitored by Citibank Singapore Limited and Citibank Singapore Limited does not undertake to, and is not obliged to, undertake a review, manage or monitor your investment holding(s) or to track your investment holding(s).

Speak to us
Call your Relationship Manager or our 24-hour Citigold Private Client® Service Line: (65) 6388 3388