Centricity WealthTech

26/08/2026

ELEVATE 2026 was a celebration of how far we’ve come, the people who made the journey possible, and the community we continue to build together.

At the heart of the celebration were our Partners - their journeys, achievements, and contributions to the Centricity community.

Behind every moment were teams working together, bringing ideas to life and making every detail count.

Here’s a glimpse of ELEVATE 2026 - a celebration of partnership, progress, and the spirit of moving .

Watch the video and relive the moments with us. ✨

25/08/2026

24/08/2026

Are you solving one financial need or your client's entire financial life?

Today's clients need more than standalone products. They value advisors who can address every stage of their financial journey with the right solutions.

With Centricity's diverse product ecosystem, you can offer personalized wealth solutions, deepen client relationships, and grow your practice with confidence.

Partner with Centricity to deliver complete financial solutions and accelerate your growth. Click the link in our bio to learn more.

21/08/2026

Building a strong wealth management practice takes the right expertise, products and platform.
 
Meet Rajesh Nagaria, who joined Centricity in June 2025 with substantial years of experience in mutual fund distribution. Based in Bhilai, he currently manages a ₹140 Crore AUM and serves 300-400 clients.
 
With access to Mutual Funds, PMS, AIFs and Unlisted Shares, Centricity enables Rajesh to offer more to his clients and continue growing his practice.
 
Looking to build a stronger wealth management practice with Centricity? Click the link in our bio.
 

19/08/2026

Centricity Presents: Product In A Minute

We simplify financial products, one concept at a time.

In this video, we break down what Portfolio Management Services (PMS) are, how they work, and who they’re best suited for.

Because the right investment solution isn’t the same for everyone, it’s the one that aligns with your goals, risk appetite, and financial journey.

Connect with a Centricity FPD through the link in our bio to explore investment solutions tailored to your goals.

17/08/2026

Your investments deserve more than a one-time decision.

A regular portfolio review can help keep your investments aligned with your changing financial goals.

Book your free portfolio review with a Centricity FPD today. Click the link in bio to know more.

15/08/2026

As the nation enters the 80th year of independence, we're proud to stand alongside India's growth with 80 branches across the country, empowering financial professionals to build from their own cities and contribute to a stronger financial future.

Wishing you a Happy Independence Day.

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13/08/2026

Today marks an important milestone for Centricity WealthTech.
 
We are proud to announce that Centricity WealthTech has raised ₹280 crore in a funding round led by SMBC Asia Rising Fund.
 
This investment marks another significant step towards our vision of building India's most trusted technology-led wealth management ecosystem. It will enable us to accelerate innovation, strengthen our platform, expand our private wealth and global private client businesses, and continue creating greater value for investors and financial professionals.
 
This milestone reflects the trust and confidence of our investors, partners, clients, and every member of Team Centricity who has been part of our journey.
 
As we enter our next phase of growth, our commitment remains unchanged, to build a wealth ecosystem driven by trust, innovation, and long-term value creation.
 
Here's to building the future of wealth management, together forward. 
 
Innovation Growth