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.

Our Offerings Apply Now

Equities

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.

Derivatives

Transact in Futures and Options on NSE as a hedging or trading tool. You can also create positions by transferring your stock in our collateral 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

With our 3- in-1 account, we offer you seamless integration of Bank, Brokerage and Demat Accounts. With this arrangement you can be rest assured of paperless settlement of funds and securities from/to your Bank/Demat account. To know more about our online trading platform, please click here.

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

Convenience

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

You have 24X7 Online access to your portfolio, contract notes and various other reports. We provide you a consolidated view of your investments along with a scrip wise view of your portfolio holdings.

Customized Brokerage Plans

We offer you brokerage rates which are amongst the most competitive in the industry. Our brokerage plans can be tailor-made to your trading needs. Click here to know more about our Value Plans

Call and Trade Facility

Call & Trade facility essentially provides you the convenience of trading in equity & derivatives by making a simple phone call. To know more please click here

SMS/E-mail Alerts

Receive trade confirmations through SMS or on email.

Customer Service

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

Specialised advice