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India’s first digital private wealth management platform-as-a-service

For Investment Professionals & High Networth Investors

Solutions
Platform
Our approach

About Us

2020

Year we were founded

5m

Monthly active users

100+

Members in our remote team

67

Countries using our products

Centricity wealth tech was conceptualized by a highly experienced team of private wealth management industry veterans. The founders previously worked with marquee wealth management institutions such as Citibank, Deutsche bank, Kotak and IIFL Wealth managing assets for ultra-high net worth individuals, single family offices and corporate treasuries.
Their vast experience and insight allowed them to identify crucial gaps in private wealth management propositions and design a platform to plug those gaps. Some of the gaps were complex regulatory frameworks, lack of alignment with client interests and burgeoning costs. Thus was born Centricity, India’s first 360 degrees digital investment management platform.
Centricity's flexible and modular platform allows independent investment professionals & external asset managers (EAMs) to empanel with us and leverage state of the art technology to manage their client portfolios efficiently. Single family offices and corporate treasuries can also subscribe to the platform on a "Do it Yourself" (DIY) basis to manage their investment portfolios.

About Us

Centricity wealth tech was conceptualized by a highly experienced team of private wealth management industry veterans. The founders previously worked with marquee wealth management institutions such as Citibank, Deutsche bank, Kotak and IIFL Wealth managing assets for ultra-high net worth individuals, single family offices and corporate treasuries.

Their vast experience and insight allowed them to identify crucial gaps in private wealth management propositions and design a platform to plug those gaps. Some of these gaps are adapting to complex regulatory frameworks, lack of alignment with client interests and burgeoning costs. Thus was born Centricity, India’s first 360 degrees digital investment management platform.

Centricity's flexible and modular platform allows independent investment professionals & external asset managers (EAMs) to empanel with us and leverage state of the art technology to manage their client portfolios efficiently. Single family offices and corporate treasuries can also subscribe to the platform on a "Do it Yourself" (DIY) basis to manage their investment portfolios.

Meet the Team

An experienced team with deep domain expertise in private wealth management and technology.

Learn more »

Our Story

As private wealth management industry insiders, the founders were faced with numerous challenges such as lack of digitization in customer experience and processes such as onboarding, analysis and execution.

Read more »

Contact Us

Together we can build a better future.

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Our Solutions

Centricity provides a full stack digitally enabled wealth management platform that offers a range of investment opportunities and Value added services for independent financial professionals to serve their clients as well as DIY capabilities for single family offices such as multi asset reporting and order management systems.

Simplified access to wide range of products across asset classes

Our unbiased approach to product selection and rigorous due diligence allows us to access suitable products across not only traditional but also new age asset classes.

Product review & proposal scanner

A thorough, unbiased review of investment products and proposals sent to clients by peer wealth managers from a neutral third party perspective.

Estate and succession planning**

Centricity assists families in planning succession of their financial and fixed assets through tailor made solutions. Services include:

  • Family asset registers
  • Wills
  • Trusts

Real estate advisory

  • Reporting & Valuation
  • Broking

Credit solutions**

LAS, LAP, Mortgages and structured finance

Tax opinions**

Immigration Consulting Services**

** These services are offered through reputed third party service providers.

Our Platform

Digital onboarding & KYC

Digital execution (Multi-product Order Management System)

Risk assessment & Investment portfolio framework

Portfolio aggregation, analytics and portfolio scanner

Asset allocation & product selection

Portfolio review, assessment and call to action

Client Dashboard

  • Multi Advisor Multi asset portfolio reporting
  • Hierarchical and need based access to Family, finance team & distributors
  • Complete Net worth projection
  • Asset Liability report
  • Liquidity report
  • Goal based portfolio tracking
  • Investment Product marketplace

Wealth Manager Dashboard

  • Asset tracking
  • Revenue tracking
  • Appointments / tasks calendar
  • CRM tools
  • MIS tools
  • Investment Product marketplace

Easily discover important insights

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Live analytics

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Performance tracking

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Alerts by email, text, or Slack

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Our story

As private wealth management industry insiders, the founders were faced with numerous challenges such as lack of digitization in customer experience and processes such as onboarding, analysis and execution. A rapidly evolving regulatory landscape and a dependence on proprietary product push only compounded these existing challenges.

It was increasingly evident that private wealth management relationships could only be sustainably managed if costs could be lowered through a digital push and an open architecture approach could be adopted in product selection. Although the new age millennial private banking client will rely on digital interfaces to view portfolio data points, face to face interactions with a human medium will still not be redundant. We envisage an ideal combination of the two.

Centricity was born out of this dire need to innovate and improvise. Our unique proposition is a comprehensive integrated platform for digital onboarding, risk assessment and investment policy guidelines, data aggregation, analytics, portfolio reporting solutions, digital execution, portfolio review and call to action.

We believe that there is a fundamental need to empower independent financial distributors in India so that investors achieve better outcome. Centricity handholds financial services professionals to engage their clients efficiently.

Our Team

Manu Awasthy

Founder and CEO
Manu is passionate about wealth management and strongly believes that the ultra-rich in India are the most underserved digitally for their money management requirements. He is on a mission to change the status quo. He has over two decades of leadership experience at top tier banks and private wealth management firms across consumer and private banking. His understanding of the wealth management business has evolved along with the changing trends in the industry . This enables him to identify critical value gaps and find the right solutions to fill them. He's also a passionate Biker, loves to travel and a fitness enthusiast.

Gaurav Tiwari

Founding Partner | Product & Compliance
Gaurav has more than 16 years of experience in private wealth management and has successfully managed large single family offices across India and South Asia. He has a strong flair for compliance and regulatory affairs and closely advices our product and technology team on the same.

Aditya Shankar

Founding Partner | Marketing & Communications
Aditya has extensive experience in managing high net worth clients across North India and has worked with leading multinational and home grown wealth management majors in the last 17 years. He will also oversee the marketing and communications functions

Pushpendra Singh

Founding Partner | Partner Acquisition Strategy
Pushpendra will bring client origination expertise to the table and will be spearheading acquisition and business development functions. His prior experience is in private banking and asset management sales.

Manish Sharma

Founding Partner | Operations
Manish has had a diverse and illustrated career with multinational banks in retail banking, wealth management and independent wealth advisory. As a founding partner he juggles multiple roles in operations, product, finance and strategic alliances.

Sachin Jasuja

Founding Partner | Investment Product
Sachin is part of the founding team at centricity responsible for setting up and growing the equities desk. He has 15 years of wealth management experience in product (equities) and relationship management with top tier wealth management firms in India. He has bachelor’s degree in Mechanical Engineering and MBA in Marketing & Finance from Delhi.

Nikhil Golatkar

Founding Partner | Technology Product
Nikhil co-heads technology at Centricity but is always eager to go above and beyond his call of duty, which sets him a class apart. He has extensive experience in building wealth management software products used widely by IFAs, Family Offices, and fund Managers. He can be described as a growth hacker, technology evangelist, and thought leader who makes things happen. Nik's life philosophy is straight forward. "Less is More."

Mandeep Kaur Randhawa

Founding Partner | Business Development
Mandeep has more than 12 years of experience managing affluent resident and non-resident clients with large multi-national banks as an individual transactor and also as a leader. She also has worked with one of the biggest private wealth desks managing wealthy clients. She holds a bachelors degree with a Major in Maths and Economics. She also holds a CFP Certification.

Ishkaran Chhabra

Founding Partner | Investment Product
Ishkaran is part of the founding team at centricity and brings 10 years of wealth management experience in as a portfolio specialist and relationship management with IIFL Wealth Management. He will be instrumental in executing the investment product strategy at Centricity. Ishkaran has a bachelor’s degree in electronics and communication engineering and an MBA in finance from SP Jain School of Global Management.

Kunal Shrivastav

Founding Partner | Technology Product
Kunal has 9+ years of experience in designing and building scalable, lean, robust software systems. In his previous roles at Valuefy and L&T InfoTech he helped create wealth management technology products using quantitative techniques and consistently delivered superior user-friendly technology packages that enabled smarter, data driven decisions making.

Bharat Bansal

Founding Team I Analytics
Bharat is a capital markets veteran with a long and illustrious career in proprietary equity trading. He also brings to the table unparalleled expertise in portfolio analytics for family offices and treasuries. He will work with Ayushi to build the analytics framework for the SAAS platform.

Ayushi Dudani

Founding Team I Investment Product
Ayushi is part of the founding team at Centricity and has extensive multi-domain experience in financial services, particularly wealth management. In her previous role she assisted senior private bankers in building customized portfolios basis the clients investment horizon, risk profile and investment objectives. At Centricity, she will lead analytics and work with domain specific tech teams for the SAAS product buildup. Ayushi holds a Masters in Accounting and Finance from Warwick business school, UK and a Bachelors in statistics from University of Delhi. She has also completed 8 levels from the Institute of Faculties and actuaries (IFoA), UK.

Ameera Dadarkar

Founding Team | Technology Product
Ameera is part of the founding technology product team at Centricity and has 9+years of experience in transforming thought into robust user friendly, digital wealth management platforms. In her previous role at Valuefy she helped leading financial services giants build digital wealth management platforms.

Lakshay Kurichh

Founding Team | Service and Operations
Lakshay has previously worked with Standard Chartered Bank and HDFC Bank in service and operations roles. At Centricity he will help setup the service platform for digital business partners (Independent financial distributors).

Together we can build a better future

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Together we can build a better future

Get in Touch

96 5444 6999
support@centricity.co.in
Head office
Centricity

201-203, 2nd floor, Tower B
Global Business Park,
Metro Station - Guru Dronacharya,
Mehrauli-Gurgaon Rd, Gurugram - 122002

Mumbai

YesssWorks,
271, Business Park, Goregaon (East), Mumbai,
Maharashtra 400063

Lucknow

435, Regus Infinity Hub,
Halwasia Court, Hazratganj,
Lucknow, Uttar Pradesh 226001

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Disclaimer

Neither Centricity nor any of its affiliates, their directors, employees, partners and agents accept any responsibility and/or liability or warrant or guarantee the performance or profitability of the products/services nor do they warrant or guarantee the returns and that the investment objectives of the products/services shall be achieved at any time and in any manner whatsoever. There is no assurance or guarantee that the goals planned for will be achieved and the same is subject to the investment performance of the products/services. The information presented under our newsletter and blogs is solely for informational purpose. Centricity ensures compliance with all applicable laws and guidelines issued by SEBI/other regulatory authorities from time to time. Mutual fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not an indicator of future returns. Terms and conditions of the website are applicable. Privacy policy of the website is applicable.

While all efforts have been taken to make this web site as authentic as possible, please refer to the print versions, notified Gazette copies of Acts/Rules/ Regulations for authentic version or for use before any authority. Any discrepancy may be brought to the notice of Centricity at support@centricity.co.in