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centricity.co.in

Centricity WealthTech

Email address and contacts

Quick try with Vivek Kumar Negi from centricity.co.in

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

  • Vivek Kumar Negi
    Consultant Trainer (Head of Training)
  • Aditya Shankar
    Co-Founder
  • Prachi Mehra
    Assistant Manager - People & Culture

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New team members of Centricity WealthTech

Anuj Saini
Head of Training
Diya Kandera
Financial Analyst
Pranav Kumar
Marketing Communication Manager
Shubhangi Gupta
Founding Member || Investment Products
Manish Sharma
Founding Partner
Rashmi S Kashyap
Head - People & Culture
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