Centricity WealthTech

Overview

Centricity WealthTech is a private wealth management platform founded in 2022 and based in New Delhi, India. The company provides investment professionals, single-family offices, and corporate treasuries with efficient and transparent portfolio management solutions.

The company's OneDigital Platform supports over 5,000 financial product distributors across India, enabling independent client portfolio management. Products like One Digital Plus and One Digital Premium offer enhanced portfolio management capabilities, while the Invictus insights engine delivers consolidated reporting and analytical tools for self-directed single-family offices. Centricity emphasizes innovation in Generative AI and InsureTech, and has secured considerable seed funding while focusing on transparency, cost-effectiveness, and technology-driven investment management.

Basic Information

Contact Details

• Phone: +91 96544 46999
• Website: centricity.co.in
• LinkedIn: linkedin.com/company/centricity-wealthtech

Key Focus Areas & Initiatives

• Private wealth management platform
• Digital family office solutions
• Investment product marketplace
• Multi-asset portfolio reporting
• Client engagement platform
• Portfolio tracking and guardrails
• Generative AI in wealth management
• Wealth management digital transformation
• Consolidated reporting tools
• Client analytics
• InsureTech solutions
• Digital onboarding and KYC
• Asset class diversification
• AI-powered portfolio optimization
• Client portfolio visualization

Technologies Used

• AI
• Android
• Apache
• Basis
• Bootstrap Framework
• Facebook Custom Audiences
• Facebook Login (Connect)
• Facebook Widget
• GoDaddy Hosting
• Google Tag Manager
• Mobile Friendly
• Outlook
• React Native
• WordPress.org
• YouTube

Affiliated Organizations & Regional Branches