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Capital Management

WEALTH
CONSULTANCY

Established in 2019, The Citadel Capital team has been providing wealth advisory for years.

citadel capital sdn bhd

We are a client-focused organization

Providing wealth planning programs that is built on a strong foundation of decades of collective experience, grounded in rigorous and extensive research.

About Us

We are a successful & sustainable consulting

Established in 2019, The Citadel Capital team has been providing wealth advisory for years. Our clients encompass high net worth and high-income clients, private businesses, and cooperatives.

about us

Our Service

Why People Trust Citadel Capital Sdn Bhd

One of our advantages is our comprehensive understanding of the overall changes in the financial markets and economic landscape. Our Group’s exposure to various sectors enables us to gather faster and more comprehensive access to information across most sectors.

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4,000 +

Trusted Clients

500 +

Agents

Offices

100 +

Years of Experience

Why choose us?

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Personalized Portfolio Strategies

Diversified Wealth Planning Solutions – Continuous Performance Monitoring

Wealth Planning

Comprehensive Financial Roadmaps – Retirement Planning – Cash Flow and Budget Analysis

Estate Planning

Trust and Will Creation – Wealth Transfer Strategies

Risk Management

Protection Planning

Tax Optimization through Trust Planning

Strategic Tax Planning – Tax-Efficient Solutions

Charitable Giving Strategies

Foundation and Donor through Trust Planning

Meet our Leaders

We are led by passion, experience in wealth planning.

Testimonials

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Dr Donald Charles De Rozaria, Director & Chief Executive Officer

Get a Personal Consultation

Office

L3-1 Wisma LYL, No 12 Jalan 51A/223, Seksyen 51A, 46100 Petaling Jaya, Selangor.

Contact

+603 7931 1808
enquiry@citadelgroup.com.my

WEALTHCONSULTANCY