We are thrilled to 𝐚𝐧𝐧𝐨𝐮𝐧𝐜𝐞 𝐭𝐡𝐚𝐭 𝐂𝐞𝐧𝐭𝐫𝐢𝐜𝐢𝐭𝐲 𝐡𝐚𝐬 𝐫𝐚𝐢𝐬𝐞𝐝 𝐔𝐒$ 20𝐦𝐦 (𝐚𝐩𝐩𝐫𝐨𝐱.. 𝐑𝐬.168 𝐂𝐫.) in a seed funding round led by Lightspeed India, with continued support from our existing investors Burman Family office and fresh investors Paramark Ventures, #MS_Dhoni family office, Panthera Peak, #nb ventures Neelesh Bhatnagar Rushab Bhatnagar as well as angels Ritesh Agarwal (Oyo), Aakash Chaudhary (Co-founder, Aakash education). This fundraise marks a major milestone in our mission to revolutionise wealth management through our cutting-edge technology-based platforms. India is witnessing an unprecedented wealth creation and wealth management boom. Financialization of assets as a percentage of total wealth has increased by 15% in the last 10 years. “𝐌𝐚𝐧𝐚𝐠𝐞𝐝 𝐚𝐬𝐬𝐞𝐭𝐬” 𝐢𝐧𝐜𝐥𝐮𝐝𝐢𝐧𝐠 𝐚𝐥𝐭𝐞𝐫𝐧𝐚𝐭𝐞𝐬 – 𝐏𝐌𝐒, 𝐀𝐈𝐅 etc, are expected to grow by leaps and bounds in the coming decade. A democratised accessibility to all financial products for investors and a commitment to addressing the largely underserved Indian wealth market through its “𝐭𝐞𝐜𝐡 𝐟𝐢𝐫𝐬𝐭” mindset is at the core of Centricity’s’ long-term vision. We couldn’t have achieved this milestone without the incredible support and expertise of our advisors RMB - Rand Merchant Bank Nitesh Surana Sachin Jagad and Basic Roots Arindam Basu Sonal Biyani as well as our legal advisors AP & Partners Harshit Anand And this is just the beginning! 👉 https://lnkd.in/g6XEyCCZ 👉 https://lnkd.in/dQ7Tg8WD 👉 https://lnkd.in/gh8PFDig 👉 https://lnkd.in/gaUh9C7R Manu AwasthyPushpendra Singh Aditya Shankar Gaurav Tiwari Manish Sharma Faraz Mahmood Anirudh Mahanot Arpita Hegde Rachit kumar Mohit Ojha Vinayak Magotra Ishkaran Chhabra Himanshu Dembla Sachin Jasuja Mandeep Randhawa Abhay Mishra Abhishek Puri Richa Kapoor Nikhil Golatkar Sanaa Zia Khan Kashish Chhabra Shubhangi Gupta Ayushi Dudani Kunal Shrivastav Shuvi ShrivastavaPriyal MotwaniNikhil Bhandarkar #wealthtech #investec #startup #startupindia #startupfunding #b2b #privatebanker #techsolutions #fullstack #preseed #funding #opensourcesoftware #financialservices #platforms #eam #sfo #familyoffices #multifamilyoffice #investmentportfolio #insuretech
Centricity WealthTech
Financial Services
Gurugram, HARYANA 9,372 followers
Digital private wealth management platform
About us
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.
- Website
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https://www.centricity.co.in/
External link for Centricity WealthTech
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- Gurugram, HARYANA
- Type
- Privately Held
- Founded
- 2022
- Specialties
- WealthTech, InvesTech, FinTech, Private Wealth Management, Family Office, Digital Private Wealth Management, digitally enabled wealth management platform, Financial Product Marketplace, Wealth Management, multi asset reporting, multi product order management systems, Estate Planning, Credit Solutions, Investment Product marketplace, digital Family Office platform, DIY platform for Single Family Offices, Private Wealth Management Platform for advisors, PAAS, and SAAS
Locations
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Primary
GLOBAL BUSINESS PARK 201-203, Mehrauli-Gurgaon Road Gurugram,
TOWER-B
Gurugram, HARYANA 122002, IN
Employees at Centricity WealthTech
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Ishkaran Chhabra
Living to build Centricity | WealthTech | Digital Family Office | SaaS | Digital Marketplace for Financial Products | Digital private wealth…
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Rashmi S. Kashyap
Head - People & Culture @ Centricity WealthTech
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Yogesh Sharma
Buisness Owner
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Gaurav Tiwari
Living to build Centricity | WealthTech | Digital Family Office | SaaS | Digital Marketplace for Financial Products | Digital private wealth…
Updates
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We are proud to #announce📢 a major milestone in our 𝐎𝐧𝐞𝐃𝐢𝐠𝐢𝐭𝐚𝐥 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬. As of October 2024, 𝐰𝐞 𝐡𝐚𝐯𝐞 𝐚𝐜𝐭𝐢𝐯𝐞𝐥𝐲 𝐨𝐧𝐛𝐨𝐚𝐫𝐝𝐞𝐝 5,000 𝐅𝐏𝐃 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐩𝐚𝐫𝐭𝐧𝐞𝐫𝐬, establishing us as the fastest growing📈 𝐁2𝐁 #wealth_management platform in the country. Heartfelt #thanks🙏🏻 to all our 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐏𝐫𝐨𝐝𝐮𝐜𝐭 𝐃𝐢𝐬𝐭𝐫𝐢𝐛𝐮𝐭𝐢𝐨𝐧 (𝐅𝐏𝐃) business partners to have given us this opportunity! This is testimony and validation of the cutting-edge tech, product, and training platform that Centricity WealthTech has built in just 18 months. It will be our endeavour to improvise constantly and be a partner of choice pan-India. #growthbusiness #financialproductdistribution #FPD #wealthtech #achievement #milestone #onedigital #B2Bbusiness #fastestgrowing #businesspatners #centricitywealthtech Manu Awasthy Pushpendra Singh Aditya Shankar Gaurav Tiwari Manish Sharma Faraz Mahmood Anirudh Mahanot Nikhil Golatkar Kunal Shrivastav Ameera Dadarkar Priyanka Gambhir Ayushi Dudani Shubhangi Gupta Arpita Hegde Rachit kumar Mohit Ojha Vinayak Magotra Ishkaran Chhabra Satish Bandre Himanshu Dembla Sachin Jasuja Mandeep Randhawa Abhay Mishra Abhishek Puri Richa Kapoor Sanaa Zia Khan Kashish Chhabra Anuj Saini Gourav Grover Aloka Das Priyank Khandal@HimansuSekharParida HARIPRASAD S Attaur Khan Shankar P A Rashmi S. Kashyap Prachi MehraCA Ankit Chandnani Pranav Kumar
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May Goddess Lakshmi shower her blessings of health, wealth, and prosperity on you and your family. Wishing you a sparkling and prosperous Dhanteras! #Dhantersh #Success #HappyDhantersh #Diwali2024 #Festivalvibes #Centricity #OneDigital
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🎉🎉✨✨Exciting news from the city of Taj - Agra🎉✨✨ We are thrilled to announce📢 the inauguration of our new Centricity WealthTech branch in the beautiful city of Agra! This significant milestone reflects our commitment to serving our clients and community better than ever before. A heartfelt thank you to our Founder & CEO, Manu Awasthy, Sachin Jasuja, Faraz Mahmood, Azmat Wasim, Saurabh Tandon Aditya Shankar and Richa Kapoor, for gracing us with your presence on this special occasion. Your support and guidance inspire us every day to reach new heights! Big thanks to all our 250+ Centricity Partners for making Agra as one of the most successful franchises. Thanks for making it to the event. Together, we will continue to grow and achieve great things. Here's to new beginnings and endless possibilities at our new office in The Taj City! Great job done by Abhishek Khandelwal & team in building a strong business in Agra. #Inauguration #NewBranch #TheTajCity #WealthTech #CentricityWealthtech #NewOffice #AgraBranch #OneDigital #Centricity Pushpendra Singh, Manish Sharma Gaurav Tiwari, Anirudh Mahanot Arpita Hegde, Saurabh Tandon Azmat Wasim Ameera Dadarkar, Nikhil Golatkar, Ishkaran Chhabra Anuj Saini, Vinayak Magotra, Shubhangi Gupta, Ayushi Dudani, Ishkaran Chhabra, Priyanka Gambhir, Mandeep Randhawa, Sanaa Zia Khan, Himanshu Dembla,Viney Kumar, QPFP®, vinay sharma,Rachit kumar, Mohit Ojha, Abhishek Neogy, Mohd Valiullah,Aloka Das Mohammad Tariq Jaswinder Singh Kashish Chhabra, Priyank Khandal Rashmi S. Kashyap
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🌟✨ Thank you all for an Unforgettable Diwali🪔 celebration! ✨🌟 A heartfelt thank you to everyone who joined us in celebrating Diwali this year! Your presence made the event truly special and brought warmth and joy to the occasion. We are grateful for the friendships and collaborations that continue to grow within our community. Wishing you all a prosperous year ahead filled with success and happiness. Looking forward to more moments of celebration together #HappyDiwali #Diwalivibes #DiwaliParty #OfficeDiwaliParty #DiwaliCelebration #DiwaliWithCentricity #CelebratingDiwali #Centricity #OneDigital Manu Awasthy Aditya Shankar Pushpendra Singh,Manish Sharma Gaurav Tiwari Faraz Mahmood,Anirudh Mahanot Arpita Hegde, Himanshu Dembla Saurabh Tandon Azmat Wasim Ameera Dadarkar,Nikhil Golatkar,Ishkaran Chhabra Anuj Saini,Vinayak Magotra,Anun Dhawan Shubhangi Gupta,Ayushi Dudani, Sachin Jasuja, Ishkaran Chhabra, Priyanka Gambhir,Richa Kapoor,Mandeep Randhawa, Sanaa Zia Khan,Kartik Sethi,Viney Kumar, QPFP®, vinay sharma, Rachit kumar, Mohit Ojha,Abhishek Neogy,Abhishek Khandelwal,Mohd Valiullah, Kashish Chhabra,Aloka Das Azmat Wasim Priyank Khandal Abhay Mishra Rashmi S. Kashyap Prachi Mehra
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Honoring Maharishi Valmiki, the revered poet and sage, whose teachings continue to inspire us. May his wisdom guide us toward righteousness and truth. #maharishivalmiki #maharishivalmikijayanti #maharishivalmikiji #valmikijayanti2024 #sharadpurnima
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Proud to announce accolade # 2 in 2024 for 𝐂𝐞𝐧𝐭𝐫𝐢𝐜𝐢𝐭𝐲’𝐬 𝐈𝐍𝐕𝐈𝐂𝐓𝐔𝐒 𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐖𝐞𝐚𝐥𝐭𝐡, adjudicated “𝐌𝐨𝐬𝐭 𝐈𝐧𝐧𝐨𝐯𝐚𝐭𝐢𝐯𝐞 𝐓𝐞𝐜𝐡-𝐃𝐫𝐢𝐯𝐞𝐧 𝐁𝐨𝐮𝐭𝐢𝐪𝐮𝐞 𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐁𝐚𝐧𝐤” at the #GlobalWealthAwards2024 by Private Banker International. The ceremony was held last week at the Marina Bay Sands Hotel, in Singapore. It is humbling to win such recognition within 18 months of operation and that too in the presence of formidable peers! There were significant takeaways for our team from their global counterparts in legacy institutions like Standard Chartered Private Bank, RBCWealth, UBS and HanaBank. The award is testimony to the increasing acceptance and acknowledgement of the 𝐈𝐧𝐯𝐢𝐜𝐭𝐮𝐬 𝐩𝐫𝐢𝐯𝐚𝐭𝐞 𝐰𝐞𝐚𝐥𝐭𝐡 𝐩𝐥𝐚𝐭𝐟𝐨𝐫𝐦 amongst the country’s leading #SingleFamilyOffices and #UHNWIfamilies. 𝑶𝒖𝒓 𝒓𝒆𝒍𝒆𝒏𝒕𝒍𝒆𝒔𝒔 𝒆𝒏𝒅𝒆𝒂𝒗𝒐𝒖𝒓 𝒊𝒔 𝒕𝒐 𝒄𝒐𝒏𝒔𝒕𝒂𝒏𝒕𝒍𝒚 𝒊𝒏𝒏𝒐𝒗𝒂𝒕𝒆 𝒂𝒏𝒅 𝒃𝒓𝒊𝒏𝒈 𝒈𝒆𝒏𝒖𝒊𝒏𝒆 𝒗𝒂𝒍𝒖𝒆 𝒕𝒐 𝒕𝒉𝒆 𝒆𝒙𝒊𝒔𝒕𝒊𝒏𝒈 𝒑𝒓𝒊𝒗𝒂𝒕𝒆 𝒘𝒆𝒂𝒍𝒕𝒉 𝒍𝒂𝒏𝒅𝒔𝒄𝒂𝒑𝒆 𝒕𝒉𝒓𝒐𝒖𝒈𝒉 𝒂𝒅𝒗𝒂𝒏𝒄𝒆𝒎𝒆𝒏𝒕𝒔 𝒊𝒏 𝒕𝒆𝒄𝒉𝒏𝒐𝒍𝒐𝒈𝒚. #PrivateBankerInternational #GlobalWealthawards2024 #privatewealthmanagemetn #privatebanking #GPB24 #AssetManagement #WealthManagement #InvestmentManagement #UHNW #UHNWI #WealthTech #FamilyOffice #CentricityWealthTech #CentricitysInvictus #Invictus Manu Awasthy Pushpendra Singh Aditya Shankar Gaurav Tiwari Manish Sharma Vinayak Magotra Ishkaran Chhabra Himanshu Dembla Anirudh Mahanot Faraz Mahmood Sachin Jasuja Mandeep Randhawa Abhay Mishra Siddhant Jain Siddharth Malhotra Abhishek Puri Priyanka Gambhir Richa Kapoor Nikhil Golatkar Ameera Dadarkar Kunal Shrivastav Sanaa Zia Khan Anun Dhawan Gourav Grover Deepak Sharma Shuvi Shrivastava Ayushi DudaniShubhangi GuptaArpita Hegde Priyal Motwani Lightspeed India Chunsoo Kim Paramark Ventures Nikhil Bhandarkar Panthera Peak #MSDhoniFamilyOffice Ritesh Agarwal Shantanu Agarwal Saket Burman Vishal Dhupar
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Celebrate the victory of good over evil! May this Dusshera fill your life with happiness, prosperity, and the triumph of light over darkness. Happy Dusshera! #dussehra #happydussehra #navratri #dussehra2024 #festival #durgapuja #indianfestival #celebration #love #dussehraspecial #vijayadashami #festivals #ravan #dussehrawishes #ram #culture #dussehrafestival #festivevibes #festiveseason
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𝐈𝐧𝐯𝐞𝐬𝐭𝐢𝐧𝐠 𝐢𝐧 𝐒𝐈𝐏𝐬 𝐃𝐮𝐫𝐢𝐧𝐠 𝐃𝐢𝐰𝐚𝐥𝐢: 𝐀 𝐅𝐞𝐬𝐭𝐢𝐯𝐞 𝐁𝐨𝐨𝐬𝐭 𝐭𝐨 𝐘𝐨𝐮𝐫 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐅𝐮𝐭𝐮𝐫𝐞! It’s a disciplined, convenient way to invest, and starting an SIP during Diwali has many potential benefits. 𝐈𝐧 𝐭𝐡𝐢𝐬 𝐚𝐫𝐭𝐢𝐜𝐥𝐞, we'll explore how investing in SIPs during the festive season can lead to long-term financial growth, tax benefits, and peace of mind. #SIP #MutualFund #InvestmentinSIP #StartwithSIP #Financialgrowth #InvestinginSIPsDuringDiwali #WealthTech #Centricity #OneDigital 👉 https://lnkd.in/gjQJHAA2
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The man with a golden heart! A visionary leader, a compassionate soul, and a beacon of hope for millions. Rest in peace, Ratan Tata. Your legacy will continue to inspire us. 🙏 #RatanTata #VisionaryLeader #TataGroup #LegendaryLeader #Leadership #Philanthropy #BusinessEthics #Entrepreneurship #Inspiration