CITI INVESTMENT
Expert In Financial Planning
Our Vision
To nurture the wealth of the retail client while providing adequate knowledge and awareness, which helps them, meet their life goals through proper management of their personal finance.
Citi investment and Financial Planning
With the growing financial products, instruments and options available in the market, it makes it difficult for an individual to manage their personal finances. Keeping this in mind we at citi investment have launched a division, financial planning. We have a team of experts with suitable qualification and knowledge to assist you in making your financial plan such that you achieve financial freedom.
Imagine everything you missed in making a correct investment decision. Now experience the right organization, always at your disposal, teaming with you to achieve the financial freedom that you’ve always yearned for…………..
Citi Investment is a family of happy clients. Our team of committed associates, spread across the Mumbai, share their knowledge and skills to provide value added services in financial planning.
Services you would like to avail of through us:…… At Your Doorstep at your convenience time.
v Financial Planning
v Investment Planning
v Stock Broking
v Mutual Funds
v Tax Planning
v Retirement Planning
v Children’s Future Planning
v IPO
v Post Office schemes and Goi. Bonds
v Fixed Deposits (All companies )
v Life Insurance Planning ( Government and Non Government )
v General Insurance ( Government and Non Government )
1. Motor Insurance (Two wheeler, Three wheeler, Commercial vehicles ect, )
2. Mediclaim
Advantages of joining hands with Citi Investment
v Single stop shop for all financial needs at your doorstep.
v Professionally managed group.
v Dynamic team for IPO and Mutual Fund mobilization.
v Dedicated team for investment planning.
v Daily, weekly and all other research reports sent by email to all clients.
v Delivery and collect of forms at all locations in Mumbai.
v Weekly you will get your investment portfolio on your door step.
“We are different from insurance agent, mutual fund agent and any other investment agent as these people take care of only one aspect of finance and not the finance as a whole of individual.” Were as Financial planners starts with understanding each clients needs, objectives and available resources evaluating the same and then suggesting the best available investment products.
We have promised ourselves that we will provide honest, ethical and comprehensive investment advice, and not just sell investment products.
We Believe
There is always an honest and ethical way to make money
If you are unsure what you are doing is ethical or not, then it probably isn’t
Educate customers; they’ll make better investors and better customers
Share knowledge, you cannot run a business by keeping knowledge under wraps
If you cannot add value to a client, don’t take that business
Effective solutions are also simple solutions
So let’s walk into the future with confidence with Citi Investment………………
Call now to make your Financial Plan and get Financial Freedom
Citi Investment
Shop no-4, Nishigandha Tower,
Nr. Manisha nagar gate no-2,
Old Mumbai pune road
Kalwa thane- 400605
Phone :- 9122-25397086
Cell :- 9702859812 / 9833443537
