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Centrum Wealth Management

Company overview:

Overview:

At Centrum Wealth, we customize 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 and managed efficiently.

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.

 

Core Capabilities

ADVISORY SERVICES

Our Wealth Advisory Services include holistic and unbiased investment advisory across diverse asset classes.  We maintain an open architecture approach to product selection, ensuring the forging of best partnerships, creation of the right products and recommendations made basis the clients risk profile. Our firm belief in providing a holistic portfolio advice is based on the time-tested principles of appropriate asset allocation and diversification.

Advisory across:

  • Real Estate
  • Structured Products
  • Alternate Assets
  • Fixed Income & Debt
  • Bonds
  • Equity
  • Risk Management
  • Mutual Funds
  • Futures & Options

 

RESEARCH

At Centrum, we specialize in generating investment ideas in the listed equity space. Following the concept of “GARP” – Growth at a Reasonable Price – we focus on emerging companies which have the potential to become the next leaders in their respective domain, while being available at the right valuations.

Our adherence in following industry’s best practices while doing research involving detailed financial modelling, management meetings and channel checks to validate our thesis lead our services to be recognised as one of the Best Fundamental Research by Zee Business.

 

FAMILY OFFICE SERVICES

We work with your existing set of advisors to give you a complete picture of your assets across all family members and intermediaries. We work cohesively with you to evaluate and negotiate the best deals. We provide differentiated advice, products, services and solutions across the spectrum to help preserve your family legacy, governance and philanthropy plans.

Our services extend beyond just your investment needs. Our Forex, Travel & Visa, Real Estate, Business Advisory and Merchant Banking services are available to your family at all times.

Services offered through our Family Office Vertical:-

  • Wealth Management
  • Philanthropy
  • Investment Planning
  • Tax & Financial Planning
  • Family Legacy & Leadership
  • Trust & Estate Service
  • Will Execution  

 

PORTFOLIO MANAGEMENT SERVICES

A concentrated portfolio increases the potential of higher returns. Our team of experienced fund managers offer investment solutions through focused portfolios of stocks. Our main objective is to maximise your gains in a rising market and limit losses in a falling market. We manage a concentrated portfolio of 15-20 stocks that are structured around investor’s needs. The choice of stocks made by our money managers is based on extensive research with the focus on good quality businesses associated with strong growth.

You have the freedom and flexibility to tailor your portfolio, in consultation with your fund manager, to address any personal preferences and financial goals.

Key contacts

Arpita Vinay

Whole Time Director, ED - Family Office and New Initiatives

Sandeep Nayak

Executive Director & CEO - Centrum Broking

S Ganashyam

Chief Operating Officer - Centrum Wealth Management

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