We Offer Experienced Expertise Gift Wrapped In Trust & Security

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.

Mission

Our Mission is to help our clients to achieve Financial Freedom and Securing their Future.
Vision

Our Vision is to become a leader and trusted brand in the Financial Services Sector.
Values

Our USP is that we advise the clients ONLY on the basis of their financial goals and requirements and NOT on the basis of our targets.

Founder

Dishank Shah, a qualified Chartered Accountant and Masters in Commerce from Gujarat University, has rightfully established himself as a specialist in Financial Planning & Investments Advisory since 2015. Earlier having worked as a Research Analyst with Crisil Limited, India’s leading credit rating agency, Dishank enriched himself with all the needed industry experience before he founded Centric Wealth which is now one of the most sought after Wealth Management Advisory Firms.

Co-Founder

Payal Shah, a commerce graduate from Gujarat University, has been ably steering the General Insurance Vertical of Centric Wealth, ahead to further milestones.

Why Choose Centric Wealth ?

” You Decide Your Financial Goal… We
Run on the Road To It
While You AchieveThe
Milestones…We Leave Our Footprints
On It “

A Decade of Dedicated Service

Year by year and client by client, we have built Centric Wealth into becoming one of the most trusted Wealth Management Companies. The 10 years of wholesome experience that we possess now, is a result of constant learning on the go while adapting to industry evolution over every single year that we have served our clients for. However, we, at Centric Wealth, never stop learning. Our research to keep up with the ever-changing market is a constant and indispensable process that we undertake, enabling us to advise and serve our clients with the best possible investment options. Our rich experience of one whole decade only stands to get richer with every year of service and each client being added to it.

Backed by Numbers

Always driven by the goals of our clients, all our consultations and the ultimate investment plans are conceived to specially cater to every investor individually, which has led to our list of clients getting longer consistently over the years

We aim to enhance the present of our clients with constant wealth generation and secure their future with strategic predictive investments with ensured returns. Not only do we secure our clients’ retired lives but also facilitate careful legacy planning, under complete confidentiality, for them to comfortably hand down their valuable assets to their near and dear ones

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Managing more than 300 Family Portfolios

countries

Clients from India, USA, UK, Singapore, Portugal & Canada

More than 100 corporates insured

We are top 1 % of Independent Financial Advisors in India

A Runthrough Of Our Exciting Journey So Far

2015

Registered as Mutual Fund Distributors: Began operations as certified mutual fund distributors, laying the foundation for financial services

2016

Ventured into Insurance: Partnered with HDFC Ergo and HDFC Life, marking the start of insurance offerings.

2017

100+ Investors: Achieved a milestone of serving over 100 mutual fund investors, showcasing early success in wealth management.

2018

First NRI Investor: Expanded client base by enrolling the first Non-Resident Indian (NRI) investor.

2020

100+ Insurance Customers: Reached a significant benchmark of serving over Continued to expand insurance services by adding ICICI Lombard to the portfolio.

2021 - 2023

Enhanced Insurance Portfolio: Partnered with Tata AIG, New India, ICICI Lombard, Bajaj General and Bajaj Life to diversify offerings.

2024

GIFT City Expansion: Attracted GIFT City Funds Investors, enhancing global reach and investment opportunities.

We Welcome Deserving Talent To Centric Wealth With Open Arms

Career opportunities Be a part of the team that foresees, and works towards, a collective bright future.

Our Partner Ecosystem

Over the years Centric Wealth has been, repeatedly and consistently, lauded for the service it provides in the Mutual Fund, General Insurance and Life Insurance sectors. This appreciation has translated into meaningful recognition corroborated by innumerable awards.