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Investing Our Integrity In Our Clients Goals

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Always At The Vanguard Of Futuristic Investment Strategies

Empowered by a rich industry experience running into an entire decade, We are absolute go-getters striving to elevate your monetary assets a notch higher with our prowess in investment consultancy

Investment

NRI Portfolio Management

General Insurance

How would it feel to leave behind a legacy that could speak volumes about your foresightedness as an investor? Find out More

Why choose Centric Wealth

We prove to be a trustworthy choice, being registered with AMFI for Mutual fund distribution, with NISM for PMS distribution & IRDA for Life and General insurance distribution.

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  • sun
    Mission
    Our Mission is to secure our client’s future through financial freedom and facilitate a glorious legacy planning. By 2029, We want to rightfully claim our impact over 1000 families, Including 100 NRI families.
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    Vision
    We envision establishing ourselves as a leading and trusted brand in the financial services sector with unmatched technological proficiency.
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    Values
    Our USP Is to focus our advices on our client’s investment goals, With our ultimate priority rooted in maximising their wealth.
Our Services

Accelerating & Securing Prosperity through Investment and Insurance Advisory Services

The Centric Wealth Team works hand in hand with stakeholders in this fast evolving ecosystem of wealth management and Insurance, offering top-notch services customized to every client’s individual preferences.

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FinTech Code Audit

We work with FinTech innovators, incumbents and investors to create the digital future of financial services.

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FinTech Consultants

We work with FinTech innovators, incumbents and investors to create the digital future of financial services.

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PCI Compliance

We work with FinTech innovators, incumbents and investors to create the digital future of financial services.

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Big Data for FinTech

We work with FinTech innovators, incumbents and investors to create the digital future of financial services.

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FinTech Blockchain

We work with FinTech innovators, incumbents and investors to create the digital future of financial services.

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Mergers & Acquisitions

We work with FinTech innovators, incumbents and investors to create the digital future of financial services.

Mutual Funds
General Insurance
Life Insurance
Financial Planning

NRI Portfolio Management

Legacy Planning

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    What are you interested in?

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    Are you an existing investor in India?

    What are your primary goals for legacy planning?

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    In what type of investment are you interested?

    Do you have an existing family office?

    What type of product do you want to build?

    Select members you want to insure

    Select members you want to insure

    What type of product do you want to build?

    What type of product do you want to build?

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    Your information:

    Partner Companies

    Tata Life
    HDFC Life
    TATA AIG INSURANCE
    HDFC Ergo
    Bajaj allianz
    ICICI Lombard
    The new india assurance
    Kotak Mutul fund
    Nippon india mutual fund
    MIRAE ASSET MUTUAL FUND
    CanaraRobeco
    SBI Mutual fund

    What Our Clients Say

    “I highly recommend Centric wealth, excellent service. Mahesh Barot ( Vastu Consultant)” Mahesh Barot “Very professional and prompt services. They offer best advises for long term wealth creation!” Shrey Dugar “Very helpful at investment idea.. he is very calculative for future .. do plan your investment and savings idea with him” Soeb Akhtar “Highly Recommend and One of the Best Services” Manoj Solanki “Very professional and hassle free execution and followup” Kuldeepak Bhandari

    Laura’s Story

    “We are excited to tap into MLab’s network of entrepreneurs and startups in the FinTech arena.”

    Leon Isaacs’s Story

    “As an early-stage startup, MLab truly accelerated our business and made us part of a global network.”

    Sarah’s Story

    “Being surrounded by corporates, partners, and other startups is the place you want to be. No other place like it.”

    What Our Clients Say

    “I highly recommend Centric wealth, excellent service. Mahesh Barot ( Vastu Consultant)” Mahesh Barot “Very professional and prompt services. They offer best advises for long term wealth creation!” Shrey Dugar “Very helpful at investment idea.. he is very calculative for future .. do plan your investment and savings idea with him” Soeb Akhtar “Highly Recommend and One of the Best Services” Manoj Solanki “Very professional and hassle free execution and followup” Kuldeepak Bhandari

    Latest News & Insights Releases

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    Awards & Certifications

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