07 · ABOUT CENTRICITY
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Est. 2022 · Wealth-Tech

Together Forward

A wealth-tech firm building the future of advisory — pairing technology and deep domain expertise with the trust of an institution.

Centricity.co.in

A first-of-its-kind platform that seamlessly blends digital solutions with personalized, expert guidance

Invictus
Boutique private wealth management
UHNI / SFOs & Corporate treasury
One Digital
India's fastest-growing B2B2C financial distribution platform
Retail investors & emerging affluents
Centricity at a Glance

Multi-Entity · Multi-Advisory · Multi-Product

₹14,000 Cr ~
AUM
1 Lakh ~
Retail clients
800+ ~
Team
125+ tech team — largest in the industry
₹21K Cr+
Transactions
200+
UHNI / SFOs
700+ HNI
20K+ ~
Partners
$22 Mn Raised YTD InstitutionalLightspeed India Partners Family OfficesBurman Family Holdings M.S. Dhoni Family Office
One Platform · All Stakeholders

Industry-Leading, Tech-Backed Ecosystem

Integrations with product manufacturers across asset class
Mutual Funds Corporate FD PMS AIF Asset-Backed Funding Offshore Investments Bonds / NCDs Pre-IPO
The Platform
Multi-advisor reporting Analytics & consolidation Risk management Multi-asset marketplace Digital order management Asset & revenue tracking
Distribution
Invictus Private WealthUHNI & family offices
B2B2C Wealth ManagementPartner-led distribution
OneSureInsurance
Transforming the Wealth Management Landscape

The Journey So Far

April
2022
Inception
8
Tech team
June
2022
POC ready
12
Tech team
Sept
2022
$4 Mn
Raised at
$20 Mn
Valuation
24
Tech team
April
2023
Commenced operations
1
Branch
3
Private bankers
36
Tech team
March
2024
$1 Bn
Transactions · break-even attained
$18 Mn
Raised at
$122 Mn
Valuation
Mar 25 to
Jan 26
75+
Branches across
66+ ~
Cities
$22+ Mn
Revenue till date
20K+
FPD partners
1 Lakh+ ~
Clients
35+
Private bankers
125
Tech team
Our Operating Framework

The 4PK Framework

P · I
Product

Curated solutions across financial products to meet every client's need.

P · II
Platform

A seamless digital platform that empowers scale and amplifies execution.

P · III
People

800+ specialists, including investment counsellors and product experts.

P · IV
Price

Transparent, competitive and designed to maximise partners' value.

K
Knowledge

Research, insights and training that keep you ahead of the market.

Partner Enablement

What Centricity Provides You

01
Daily updates on market events and corporate actions
02
Monthly market overview and product reckoners
03
Monthly / quarterly portfolio reviews
04
Regular calls with industry experts and fund managers
05
Daily SIF and Mutual Fund monitor
06
Training on new launches — GIFT City funds, SIF, Kristal AI & more
On the Horizon

Coming Soon

Coming

OneSure

Insurance

Coming

Trading Platform

Execution

Coming

Trusted Mode

Advisory

Coming

NBFC

Lending