Citi Private Bank

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Global Indian

 

Sanjay Sharma is a South African citizen of Indian descent who has come to live in London. He owns hotels in several European countries and wants to expand further.

He wants to open hotels in India, so we work locally with Citi’s corporate bank to provide financing and introduce him to potential business partners.

Working with his tax advisors, we help Mr Sharma utilize his UK non-domiciled status in an efficient and compliant way, with transparent reporting.

His investment counselor analyzes his portfolio and recommends he build his exposure to hedge funds in order to diversify his holdings.

Mr Sharma seeks potentially higher returns, and we give him advice on buying Indian high-yield bonds, upon which we also arrange financing.

 

All persons mentioned on this page are fictional and were created for illustrative purposes only. Any resemblance to real persons is a coincidence and unintended.This scenario is hypothetical and for illustrative purposes only. It does not take into account the investment objectives, risk profile or financial situation of any particular person and as such, strategies may not be suitable for all investors. Nothing on this page is intended to be an offer to purchase or sell, or a solicitation of an offer to purchase or sell, any security.No inference should be drawn that any investment product or strategy referred to was actually implemented on behalf of a client, or if it was, that it was successful.

Investments in securities involve risks and may lose value. Investment products are not deposits or other obligations of, or guaranteed by, Citibank, its affiliates or any other depository institution. Investment products are not insured or guaranteed by the U.S. Government, the Federal Deposit Insurance Corporation or any other government agency and may lose value.

The information contained is not intended to be an exhaustive discussion of the strategies or concepts mentioned herein or tax or legal advice. Neither Citigroup nor any of its affiliates provides tax or legal advice. You should obtain advice based on your own individual circumstances from your tax, financial, legal and other advisors about the risks and merits of any strategy before making an investment decision, and only make such decisions on the basis of your own objectives, experience, risk profile and resources.

 

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