Personalised Solutions

One size doesn’t fit all

We offer a range of personalised wealth solutions for clients from diverse backgrounds such as entrepreneurs, company founders, CXOs, professionals such as doctors, lawyers and CAs, in addition to family offices and company treasuries.

Ultra HNIs Family Offices Treasury Services
Products & Services

Best of breed solutions using an ‘Open Architecture’ model

Based on your needs, our expert team identifies the appropriate wealth solution. Our guiding approach is striking a balance between ‘state of the art’ versus ‘proven and tested’ as well as ‘portfolio’ over ‘product’.

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Distribution Offerings
  • Equity
    Equity
  • Fixed Income
    Fixed Income
  • Insurance
    Insurance
  • Offshore
    Offshore
  • In-House Asset Management
    In-House Asset Management
  • Credit Solutions
    Credit Solutions
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Specialised Services
  • Tax Structuring
    Tax Structuring
  • Estate Planning
    Estate Planning
  • Family Business Advisory
    Family Business Advisory
  • Wills
    Wills
  • Trusts
    Trusts
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Why Choose Us

A real understanding of your needs

We are focussed on establishing a long-term, enduring relationship with you, built upon mutual trust.

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  1. Open architecture approach to ensure ‘best of breed’ selection

    Open architecture approach to ensure ‘best of breed’ selection

  2. Sharp focus on the HNI and UHNWI segment

    Sharp focus on the HNI and UHNWI segment

  3. Domain knowledge

    Domain knowledge

  4. Solution-oriented beliefs

    Solution-oriented beliefs

  5. Expertise in structuring & manufacturing

    Expertise in structuring & manufacturing

Numbers Speak

A wealth of experience

  • 150+

    Man-years of experience across senior management

  • 120+

    Client engagement professionals with rich industry exposure and relevant skill sets

  • 100+

    Manufacturer relationships across asset classes

  • 20

    Locations across the country and an office in Singapore

  • 45%

    CAGR growth in assets under service since 2013

  • 35+

    People dedicated to client servicing

  • 20

    Member product and ideation team

Leadership Perspectives

  • Business
    India Market Pulse 2024: Insights from India’s Top Fund Managers

    Exclusive survey of CIOs and fund managers from AMCs collectively managing over 80% of the Indian mutual fund industry’s assets. Highlights of the report:

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  • Business
    Market Insights

    R Shankar Raman shares his perspective on market conditions, economic factors, and potential opportunities in February 2024. Gain from an informed view of what lies ahead and how to navigate market conditions to keep your investment strategies aligned.

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  • Business
    Market Insights

    Manish Jain shares his perspective on market conditions, economic factors, and potential opportunities in February 2024. Gain from an informed view of what lies ahead and how to navigate market conditions to keep your investment strategies aligned.

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Media Mentions

Centrum Wealth in the news

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What our Clients Think

Our clients love us… they say it themselves

Open Architecture Model is great!

Centrum has a diverse range of wealth management solutions for founders, CXOs, family offices, companies, and professionals such as doctors, lawyers and CAs.

Omnis totam molestiae delectus nemo alias nesciunt harum et. Nobis dolorum excepturi quod vel. Sunt est qui ab non dolores repellat rem impedit dolores. Ut ea rerum cum eum. Alias dolores tempore illo accusantium est et voluptatem voluptas.

Open Architecture Model is great!

Centrum has a diverse range of wealth management solutions for founders, CXOs, family offices, companies, and professionals such as doctors, lawyers and CAs.

Omnis totam molestiae delectus nemo alias nesciunt harum et. Nobis dolorum excepturi quod vel. Sunt est qui ab non dolores repellat rem impedit dolores. Ut ea rerum cum eum. Alias dolores tempore illo accusantium est et voluptatem voluptas.

Open Architecture Model is great!

Centrum has a diverse range of wealth management solutions for founders, CXOs, family offices, companies, and professionals such as doctors, lawyers and CAs.

Omnis totam molestiae delectus nemo alias nesciunt harum et. Nobis dolorum excepturi quod vel. Sunt est qui ab non dolores repellat rem impedit dolores. Ut ea rerum cum eum. Alias dolores tempore illo accusantium est et voluptatem voluptas.

Open Architecture Model is great!

Centrum has a diverse range of wealth management solutions for founders, CXOs, family offices, companies, and professionals such as doctors, lawyers and CAs.

Omnis totam molestiae delectus nemo alias nesciunt harum et. Nobis dolorum excepturi quod vel. Sunt est qui ab non dolores repellat rem impedit dolores. Ut ea rerum cum eum. Alias dolores tempore illo accusantium est et voluptatem voluptas.