Centricity

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

www.centricity.co.in
A & D Platform
Watch Demo

About Centricity

Centricity wealth tech, a B2B2C wealth tech platform for independent investment professionals has been founded by a team of experienced private wealth managers and technology experts. The team aims to build a comprehensive tech solution for a largely unorganized IFA community and private wealth professionals who wish to become wealth management solopreneurs.The company is led by CEO & Founder Manu Awasthy, formerly senior partner with IIFL Wealth. Amongst co-founders Aditya Shankar, Gaurav Tiwari and Ishkaran Chhabra were previously partners with IIFL Wealth .Sachin Jasuja and Mandeep Randhawa worked as senior bankers with IIFL Wealth also. Manish Sharma had long stints in consumer banking and wealth advisory before joining Centricity as a co-founder.

Tech development is co headed by Nikhil Golatkar and Kunal shrivastav both of whom have had long and proven track with leading Investec companies.

As private wealth management industry insiders, the founders recognized numerous challenges in current customer processes and experience as well as misalignment of interests between wealth managers and their customers. An overall push towards digitization, rapidly evolving regulatory landscapes and excessive dependence on product push compounded these challenges.

‘Centricity’s flexible and modular platform allows independent investment professionals and external asset managers to digitally partner with us and leverage technology to manage their clients’ investments efficiently. The overarching idea is to empower IFAs in every way possible so that their clients achieve better outcomes.

Single family offices and corporate treasuries can also subscribe to the platform on a DIY basis to manage their investment portfolios’.

The platforms unique proposition is a comprehensive integrated platform for digital onboarding, risk assessment and investment policy guidelines, data aggregation, analytics, portfolio reporting solutions, an investment product marketplace, digital execution of products, portfolio review and call to action.

The newly formed startup has currently raised capital from co-founders, family and friends. It plans to raise funds from VC investors, HNIs and family offices in the coming months to strengthen teams, ramp up technology and the product buildup

 

Year Established
2022
No. of Active Users
100 users as a part of closed user group. The platform will be made available for wider use shortly.
No. of Employees
50

Key Officials

About Products & Services

Key benefits to Clients

  • Consolidated Multi-advisor
  • Multi-asset Reporting Multi-asset digital execution platform Product Marketplace

Key benefits to Professionals

  • Access to Multi-asset financial products in single platform Digital execution & reporting IC support
  • Augment your personal brand.
  • Grow your AUM and expand your reach.
  • Increase your client engagement - access updates and reports.
  • Wherever needed
  • Centricity will not reach out to your clients directly
Product Pricing
OneDigital - Digital distribution of financial products Product pricing TBD | Invictus - An insights engine and analytical tool.
Revenue Share Model
Ranging 70-30

Subscription / Empanelment Process

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

 

Eligibility Creteria

NA

Special Offer for NFP ProMembers

TBD

Contact Centricity

Contact directly

NFP Partner Contact Form - Centericity

Financial Advisors are requested to contact the Partners directly for enquiries and support. Network FP is not responsible for any actions of partners.