Citidell gives you the convenience of doing all your financial planning, financial investments and insurance under one roof with minimal paperwork. You also benefit from expert advice and access to world-class financial services product providers.Â
We partner with the best financial services product providers in each category of financial services. We prefer world-class financial services product providers based in sufficiently regulated jurisdictions with adequate investor protection laws.Â
You can build your financial profile, get our financial planning and portfolio recommendations, and also get to implement those financial planning and portfolio recommendations.
Citidell’s financial planning and investment advisory services are designed for progressive individuals and families, and institutions.Â
Citidell uses the client data it collects to build financial profiles, generate financial planning recommendations, and forwards relevant data to financial services product providers for implementation of financial planning and portfolio recommendations.Â
We have adopted appropriate data collection, storage and processing practices and security measures as well to protect against unauthorized access, alteration, disclosure or destruction of your personal data. Access to your personal data is restricted to our employees, contractors, business partners, and affiliates who need to know such information in connection with our services, and are bound by strict confidentiality obligations.Â
