Company Description

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.