Citi Brokerage Account
Welcome to Citi Wealth Advisors. We see investing from your perspective, and make recommendations based on your needs. Our goal is to simplify investing for you.
Enjoy the convenience of paperless transactions, automatic shares and funds transfer, and more – all with Citi.
Trading in Equities is now just a call away. Trade online or place orders through your dedicated Equity Advisor to execute your short-term and long-term investment strategies. You can trade in stocks either through our “Cash and Carry” feature (CnC) or just pay an upfront margin to initiate a trade under our “Margin order” feature. Our extensive equity suite is further complimented by Margin against Stock feature- get additional exposure by utilizing the idle stocks lying in your Demat Account.
Exchange Traded Funds (ETF’s)
ETFs are open-ended exchange traded funds which track specific indices or an underlying asset such as Gold. Through our SIP (Systematic Investment Plan) in ETF, you can periodically invest in various ETF’s.
World Class Research
We are committed to providing the right investment opportunities and research insights at your fingertips. You can view research reports online wherever you are, whenever you want.
Know More about our research capabilities.
3 in 1 Advantage
Dedicated Equity Advisors
Our dedicated Equity Advisors* will work closely with you to provide you with continuous, thorough and insightful guidance linked to your specific needs. This includes:
- Execution of your instructions
- Providing buy/sell/hold recommendations on stocks
- Information on new products and services
- Discussion on research reports
- Ascertaining your risk tolerance on a periodic basis
We offer comprehensive trading solutions through our online trading portal(www.citiwealthadvisors.com) which is fully equipped to cater to your trading needs.
CWA offers you a choice of two state-of-the-art trading platforms
- Web based Platform: Easy to use interface for beginners and seasoned investors. No software installation required.
- Desktop based EXE platform: Advanced application replete with top-class features for professional traders.
Smart Portfolio Tracking
Customized Brokerage Plans
Call and Trade Facility
Receive trade confirmations through SMS or on email.
Call our dedicated Customer Service Desk for any queries, assistance or even to know more about online trading. We aim to offer you superior customer service with quick and efficient solutions.
Click here to reach us NOW!
* This facility may be offered only to select clients at the discretion of CGM. For any clarifications please contact us.
- Enjoy seamless transactions through your Citi 3-in-1 Account by linking your Citibank and Demat Account to your Brokerage Account.
- Avail of customized brokerage plans designed especially for YOU
- Invest in Equity and ETFs through Systematic Investment Plans