Centricity
India · Fintech
Centricity provides a wealth management platform for financial advisers, private clients and non-resident Indian investors.
Product
Centricity helps financial advisers and wealth managers serve clients through a technology platform for product distribution, portfolio reporting and investment monitoring. Its partner-led One Digital business connects advisers with financial products and tools for managing customer relationships.
The Gurugram company also operates Invictus Private Wealth and services for non-resident Indians and global private clients. Its platform supports portfolio consolidation and risk analytics across products including mutual funds, bonds and alternative investments. Founded by Manu Awasthy in 2022, Centricity combines a partner distribution network with private wealth services.
Funding history
3 rounds · 3 with disclosed amounts| Announced | Round | Amount | Investors |
|---|---|---|---|
| Series A equity and debt | ₹2.8B | SMBC Asia Rising Fund — LeadBurman Family — ParticipantInnoVen Capital — ParticipantKuldeep Rathi Family Office — ParticipantLightspeed India Partners — ParticipantRAAY Investments — ParticipantStride Ventures — Participant | |
| Seed | $20M | Lightspeed India Partners — LeadAakash Chaudhry — ParticipantBurman Family — ParticipantMS Dhoni Family Office — ParticipantNB Ventures — ParticipantParamark VC — ParticipantRitesh Agarwal — ParticipantShantanu Agarwal — ParticipantVishal Dhupar — Participant | |
| Pre-seed | $4M | Arun Jain — LeadBurman Family — LeadShantanu Agarwal — Lead |