Wealth Management

Centrum Wealth specializes in creating customized innovative solutions for wealth creation and preservation. Whether it is through offering sound investment advice or providing a holistic approach to financial planning, we ensure that your money is secure, managed efficiently and grows.

As with all our clients over the years, our expert team can help you create specific strategies to maintain and grow your wealth based on your age, goals and risk appetite.

Leadership Team

  • Rajnish Bahl

    MD & CEO, Group Retail Financial Services

  • S. Ganashyam

    ED - Wealth Management

  • Sandeep Nayak

    ED & CEO - Broking

  • Arpita Vinay

    Wholetime Director & Head - Family Office

  • Amitava Neogi

    COO-Wealth Management

  • Kunj Bansal

    CIO Equities

  • Shankar Raman

    CIO - Third Party Products

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  • Our Wealth Advisory Services include holistic and unbiased invetment advisory across diverse asset classes. We manitain an open architecture approach to product selection, ensuring the forging of best partnerships, creation of right products basis your risk profile. Our advice is based on the time-tested principles of appropriate asset allocation and diversification.

    We provide holistic portfolio advice based on time-tested principles of asset allocation & diversification.

    We Provide A Range Of Services

    • Mutual Funds

    • Real Estate

    • STRUCTRED PRODUCTS

    • ALTERNATE ASSETS

    • RISK MANAGEMNT

    • EQUITY

    • BONDS

    • FIXED INCOME & DEBTS

    • Futures & Options

 

Want To Grow Your Wealth?

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