Overview
Mutual Fund
Citibank is currently the mutual fund's selling agent of reputable asset management companies which have undergone through Citibank’s rigorous fund/ Fund house selection procedures. Offering more than 20 funds with different investment policies, ranging from local equity mutual funds, fixed income funds, retirement mutual funds, long-term equity fund, to foreign investment funds, we are pleased to provide you with investment advice consistent with your risk profile. Also, we have our own proprietary analysis tool to help assess your financial needs before your making an investment decision. By investing with us, we therefore can assure you in making the most out of your investment portfolio
RSP- Simply invest with small amount in quality mutual funds by using our new service
What is Regular Saving Plan: RSP?
Introducing a new service from Citibank to make it easier for you to invest regularly in mutual funds. Regular Saving Plan or RSP is a disciplined way of regularly investing equal amount of money over a period of time in order to even out the market's ups and downs. Thus, you can enjoy a lower average cost of your investment units than that in a lump-sum investment. Applying for RSP is fuss-free arrangement. Your desired monthly contribution towards a selected fund will be deducted from your designated Citibank Savings or Checking account. With Citibank's powerful analytical tool, we can help identify your financial goal and corresponding risk tolerance level to derive the most appropriate financial and investment strategy for you. In this way, you can use RSP to help you meet your financial goals more effectively.
RSP is suitable for you if you
Want to avoid "chasing the market" and invest at the "wrong" times, buy high, sell low
Have limited investment knowledge and experience
Want to enjoy the expertise of professional fund managers
Want to benefit from Dollar Cost Averaging strategy
Do not want to invest large amount at any one time
Let’s try the below program to see the tax saving benefit of investing in RMF or LTF. Then you know how much you should invest into the fund per month by RSP and also get the advantage of dollar cost averaging strategy.
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