Why Choose Centric Wealth ?

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.

Our Client is Our Hero

As much as we concentrate on understanding the various available investment options, so do we focus on listening to our clients. We understand and acknowledge the fact that every person is different and the investment needs would vary for each client. While for some, an investment would mean just another means of increasing their income, for some others it would mean taking a taste of an adventure and for others it would probably mean securing their entire future. We give an understanding ear to our clients’ motive of investment and advise them with an investment plan that is best suited to their individual requirements. We customise each investment advice with our Clients’ needs and goals playing the lead role.

Your Goals are Our Only Target

Our conscientious differentiation as Investment Advisors is that we never set commercial targets for ourselves. We invest in our Clients’ goals and see their requirements as our focus. Our approach to making an investment plan is directed towards extracting maximum benefits from the investments for our clients. We are not an incentive oriented company, with our only incentive having its base in cultivating more and more trust for ourselves with our clients. Your goals are our targets, increasing your wealth is our achievement.

A Human Touch To 100% Tech Enabled Investments

Through our Centric Wealth App we offer fully tech powered investments. However, while we extend tech friendly services, we would also rightfully claim that our services always have a prominent human touch to them. Apart from being there to assist any client with their bookings of investments using technology, they are forever available to hear out any queries too, and offer a helping hand in every way possible. We believe technology, on its own, makes the process smarter and quicker but our team adds a feel-good factor to it and makes the entire investment experience wholesome.

Acclaimed through Validation

We most modestly, but rightfully, claim our obvious prominence as a Wealth Advisory Firm. Having served 500+ clients and 300+ families, so far, not much needs to be said about the kind of trust that we have built for ourselves as Investment Consultants. We are positioned amongst the top 1% of individual financial advisors when it comes to assets under management. Over the years, our services have been acknowledged by several awards and each award has only led us to take it as an added responsibility to keep justifying the appreciation with even better dedication towards our work.