Founded in January 2022, Centricity helps empower finance and investment professionals aspiring to establish their independent practices. The platform aims to deliver a comprehensive SAAS based investment management platform including digital transactional capabilities for a diversified product suite. 

Wealth management professionals prefer focusing  on their clients’ interests and not their employers ever-changing priorities. Also, clients want stability and not a relentless institutional product push.

We are looking to bring in consistency of the family office experience for a spectrum of investors across emerging affluent, affluent and high net worth categories.

We are boutique by design and an institution by default.


Enterprise Software

FinTech

Investment Management

Centricity WealthTech

Centricity WealthTech's headquarters in Gurugram, India

Centricity NRI Global

This department focuses on fostering relationships with clients and enhancing their overall experience.

Client Engagement

This department manages and fosters relationships with clients to enhance satisfaction and retention.

Client Relations

This department focuses on designing, coding, testing, and maintaining software applications.

Software Development

This department oversees the operations and performance of various branch locations.

Branch Management

This department is responsible for establishing the vision, strategy, and foundational elements of the organization.

Founders

This department is responsible for managing the organization's financial planning, analysis, and reporting.

Finance Department

This department oversees financial management and supports budgeting and financial planning activities.

People (3)

Jobs (0)

Other teams

Client Relations

Software Development

Branch Management

Founders

Finance Department

Finance Coordination