Centricity

2nd floor, Tower B, Global Business Park, Mehrauli-Gurgaon Rd, Sikanderpur, Sector 26, Gurugram, Haryana 122002

A & D Platform
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About Centricity

Introducing ONE-DIGITAL, by Centricity – A tech driven infrastructure platform for Investment
professionals. One-Digital is a PAAS solution for Independent financial advisors, MFDs, and other
intermediaries in the wealth management ecosystem.

Year Established
January 2022
No. of Active Users
100 as part of a closed user group of IFAs.
No. of Employees
50

Key Officials

  • Manu Awasthy
    Founder & CEO
  • Pushpendra Singh
    Founding Partner
  • Aditya Shankar
    Founding Partner

About Products & Services

Key Benefits to Clients

  • Consolidated Multi-advisor
  • Multi-asset Reporting
  • Multi-asset digital execution platform
  • Product Marketplace
  • It offers the following features : - An investment product marketplace for search, discovery and comparison
  • A pre-meeting "playbook" for Investment professionals.
  • Seamless multi-asset digital transaction placement, execution, and reporting
  • CRM tools for simplifying tasks.
  • A Dynamic "admin" screen to white label as per the IFAs personal brand image.

Key Benefits to Professionals

  • Access seamless multi-asset digital transaction placement and execution
  • Investment product marketplace for 'search, discovery and comparison'
  • Simplify your tasks (CRM tools)
  • Basic as well as enhanced portfolio reporting: A 360-degree net-worth reporting of assets and instruments.
  • Actionable portfolio review and insights: For analytically enabled decision making and call to action
  • Centricity will not reach out to your clients directly
Product Pricing
Pricing to be decided.
Revenue Share Model
Ranging 70-30

Subscription / Empanelment Process

To be listed as an Advisor at Centricity:

  1. Annual subscription for the basic product/solution and 70-30 revenue sharing for the advanced solution.

Eligibility Criteria

NA

Special Offer for NFP Promembers

TBD

Contact Centricity

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Information published here is as shared by members. All information provided here is in good faith to help consumers make informed decisions, however, Network FP makes no representation or warranty of any kind. Consumers & Investors are encouraged to cross-verify the information during the initial meetings before taking any decisions.