Menu
Go to Home
Stories & Media
The CaptableSMB StoryHerStorySocialStoryEnterprise StoryThe Decrypting StoryYS LifeYS HindiYS Tamil
YS TV
Videos
Discover
CompaniesStartup Spotlight
Knowledge Base
Business ResourcesGlossaryEverything AIHow To’sOpinionPress Release
Events
All EventsTechSparks '24
More
Pitch to usPartner with usMy StoryResearch
Stay Connected
Stories
Your Story
SMBStory
HerStory
SocialStory
Enterprise Story
The Decrypting Story
YS Gulf
YS Life
YS Hindi
YS Tamil
The Captable
YS TV
Companies
Browse Startups
List your Startups
page logo
TechSparks '24
YS हिन्दी
Pitch To Us
company logo

Centricity

India’s first digital private wealth management platform-as-a-service for Independent Financial Advisors
Financial Services,  SaaS,  PaaS,  Marketplace,  FinTech  
Basic Information
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.
Legal Name
:
Centricity Wealth Tech Pvt Ltd
Headquarters
:
New Delhi, Delhi, India
Business Model
:
B2B  
Founding Date
:
2022
No. of Employees
:
21 to 40
Core Team
:
1.  
Manu Awasthy
Founder & CEO
2.  
Pushpendra Singh
Founding Partner
3.  
Gaurav Tiwari
Founding Partner
4.  
Aditya Shankar
Founding Partner

See More

Revenue Stream
Subscription
Target Market
B2B
Centricity aims to build a tech solution for a largely unorganised independent financial advisors (IFA) community and former private wealth professionals. The startup offers plug-and-play solutions for “employee to entrepreneur” (E2E) transitions.
Client Segment
:
Financial Services  
Target Companies
:
Small Enterprise,  Medium Enterprise  
Target Geography
:
India Tier 1,  India Tier 2,  India Tier 3  
Funding

Total Funding

$4.0M

Investors
:
1.  
Shantanu Agarwal
2.  
Arun Jain
3.  
Burman family office
Detail Round Breakdown
Round 1

$4M

Series Name
:
PRE-SEED
Date
:
13th Sep 2022
Investors
:
1.  
Arun Jain
2.  
Shantanu Agarwal
3.  
Burman family office
Features

Expert D2C insights: Prioritising consumer-centricity in omnichannel expansion strategies

How Centricity is using tech to disrupt the wealth management space

Customer-centricity in processes and technology solutions essential for personalised support

Financial Services

Rocketpay

Automatically collect your credit using RocketPay.

DSRV India

Dedicated to providing valuable services to our Clients since 1987.

Capital Volts Financial services

"Capital Volt Financial Services: Empowering Your Financial Journey with Trust and Expertise."

See More
SaaS

Culturro

Gurgaon based Agnya is an AI platform that provides the user with an ongoing view of their company's culture, its drivers, and employees' psychological productivity.

Iscripts

iScripts, develops web and mobile software, helping small businesses and entrepreneurs start and expand their online businesses.

AI Directories

All yourAI Directories in one place.

See More
PaaS

Devsheet

A portal for programmers by programmers.

FutureAnalytica

The world's only, truly unified & fully integrated data science/AutoML platform, with all AI/ML features under One Roof.

Wylth

Truly Independent, Trusted Multi-Asset Platform.

See More
Marketplace

CellsMate

We specialize in offering high-quality refurbished mobile phones through our CellsMate company.

Iscripts

iScripts, develops web and mobile software, helping small businesses and entrepreneurs start and expand their online businesses.

Homegrounds

Specialty coffee and equipment marketplace.

See More
FinTech

Spoon

Spoon presents the path to building credit history like no other - Exclusively for Young Millennials & GenZ. Modern tech to enable you to build secure credit, stay away from unnecessary debt, and help with responsible spends.

Kaarva

Online lending platform for the salaried individuals

The Capital Hub

Building an elegant ecosystem for startups and investors across India.

See More
Features

Expert D2C insights: Prioritising consumer-centricity in omnichannel expansion strategies

How Centricity is using tech to disrupt the wealth management space

Customer-centricity in processes and technology solutions essential for personalised support

Financial Services

Rocketpay

Automatically collect your credit using RocketPay.

DSRV India

Dedicated to providing valuable services to our Clients since 1987.

Capital Volts Financial services

"Capital Volt Financial Services: Empowering Your Financial Journey with Trust and Expertise."

See More
SaaS

Culturro

Gurgaon based Agnya is an AI platform that provides the user with an ongoing view of their company's culture, its drivers, and employees' psychological productivity.

Iscripts

iScripts, develops web and mobile software, helping small businesses and entrepreneurs start and expand their online businesses.

AI Directories

All yourAI Directories in one place.

See More
PaaS

Devsheet

A portal for programmers by programmers.

FutureAnalytica

The world's only, truly unified & fully integrated data science/AutoML platform, with all AI/ML features under One Roof.

Wylth

Truly Independent, Trusted Multi-Asset Platform.

See More
Marketplace

CellsMate

We specialize in offering high-quality refurbished mobile phones through our CellsMate company.

Iscripts

iScripts, develops web and mobile software, helping small businesses and entrepreneurs start and expand their online businesses.

Homegrounds

Specialty coffee and equipment marketplace.

See More
FinTech

Spoon

Spoon presents the path to building credit history like no other - Exclusively for Young Millennials & GenZ. Modern tech to enable you to build secure credit, stay away from unnecessary debt, and help with responsible spends.

Kaarva

Online lending platform for the salaried individuals

The Capital Hub

Building an elegant ecosystem for startups and investors across India.

See More
Recently Added Startups
See More
Recently Added Startups
See More

Features

Expert D2C insights: Prioritising consumer-centricity in omnichannel expansion strategies

How Centricity is using tech to disrupt the wealth management space

Customer-centricity in processes and technology solutions essential for personalised support

Financial Services

Rocketpay

Automatically collect your credit using RocketPay.

DSRV India

Dedicated to providing valuable services to our Clients since 1987.

Capital Volts Financial services

"Capital Volt Financial Services: Empowering Your Financial Journey with Trust and Expertise."

See More
SaaS

Culturro

Gurgaon based Agnya is an AI platform that provides the user with an ongoing view of their company's culture, its drivers, and employees' psychological productivity.

Iscripts

iScripts, develops web and mobile software, helping small businesses and entrepreneurs start and expand their online businesses.

AI Directories

All yourAI Directories in one place.

See More
PaaS

Devsheet

A portal for programmers by programmers.

FutureAnalytica

The world's only, truly unified & fully integrated data science/AutoML platform, with all AI/ML features under One Roof.

Wylth

Truly Independent, Trusted Multi-Asset Platform.

See More
Marketplace

CellsMate

We specialize in offering high-quality refurbished mobile phones through our CellsMate company.

Iscripts

iScripts, develops web and mobile software, helping small businesses and entrepreneurs start and expand their online businesses.

Homegrounds

Specialty coffee and equipment marketplace.

See More
FinTech

Spoon

Spoon presents the path to building credit history like no other - Exclusively for Young Millennials & GenZ. Modern tech to enable you to build secure credit, stay away from unnecessary debt, and help with responsible spends.

Kaarva

Online lending platform for the salaried individuals

The Capital Hub

Building an elegant ecosystem for startups and investors across India.

See More