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Financial wellness
The state of security you feel about your future when you’re able to meet your financial needs and maintain a desired standard of living.
Having control over your money and the freedom to make informed choices with confidence can enhance your ability to face challenging times and lead a healthy financial life.
When financial stress goes down, the more engaged and happier professionals become.
Our mission is to help clients achieve not only their financial goals, but a state of sustainable personal wellness that lets them focus on advancing their careers and their firms.
What’s most important for the professionals and firms we serve is that financial wellness allows them to devote less of their schedules to agonizing over personal finances and more to connecting with their own clients.
Our approach helps address an individual’s needs across the four wellness pillars — saving, spending, investing, and borrowing — that can cause stress.
We believe by reaching a state of financial wellbeing employees are more productive, satisfied, and likely to grow within the firm.
Viswanathan (Vish) Venugopala
Head of Wealth Planning and Financial Wellness
Meet our wealth expert
Vish is the Head of Wealth Planning and Financial Wellness responsible for driving digital innovation and scale to Citi's suite of strategies that range from “self service” to “customization” in planning and wellness.
Previously, Vish held positions with Citi Private Bank as Head of the Global Investment Lab for Family Offices, Head of the Global Investment Lab, Americas and Head of the Global Investment Lab in Asia.
Prior to joining Citi, Vish held various roles in the Private Portfolio Services division at Fidelity Investments.
Vish holds a Masters in Investment Management from Boston University, an MBA from Bentley University, and a Master’s in computer science from the University of Houston. Vish is a Chartered Financial Analyst® charterholder and a member of the New York Society of Security Analysts.
What makes financial wellness a powerful tool?
By addressing the four pillars of financial stress, employees can be more productive, which can help benefit their firms.
Necessary
Physical and mental health and wellbeing are regarded as important drivers of employee satisfaction and productivity. Addressing financial health is the next logical step in the evolution of employee benefits and wellness.
Ongoing
Financial wellness is a best practice throughout one’s career and beyond. While financial circumstances may improve, the stresses of managing savings, spending, investing and borrowing are not eliminated, regardless of income or wealth.
Repeatable
Financial wellness can be scaled to reach employees throughout an organization. By employing digital tools and outreach, combined with a robust financial planning element, a greater proportion of employees at an organization can realize the benefits of a financial wellness plan.
Learn more about how Citi Global Wealth at Work can shape your future of financial wellness.
Wealth management services
Citi Global Wealth at Work offers a range of customized products and services to help you achieve your financial goals.
