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centricity.co.in

Centricity WealthTech

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Centricity WealthTech company description

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.

Key Employees

  • Prachi Sharma
    Associate Vice President
  • Rohit Gujjar
    Branch Head
  • Vivek Kumar Negi
    Consultant Trainer (Head of Training)

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4.8 from 1100+ reviews. 100,000+ happy users

New team members of Centricity WealthTech

Aditya Shankar
Co-Founder
Prachi Mehra
Assistant Manager - People & Culture
Anuj Saini
Head of Training
Diya Kandera
Financial Analyst
Pranav Kumar
Marketing Communication Manager
Shubhangi Gupta
Founding Member || Investment Products
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