Technology-enabled wealth infrastructure with an Invictus private-wealth and family-office offering.
Centricity WealthTech combines a technology-enabled wealth platform with assisted private-client services and financial-product distribution. For a family office, the relevant distinction is between the broader partner-led platform and Invictus Private Wealth, its published proposition for entrepreneurial and multigenerational families. This page presents the group together while keeping those service lines and their legal providers distinct.
The official Invictus offering is built around coordinating investments, liquidity, governance, reporting, succession and family structures. Its consolidated reporting and diagnostics cover public markets, private investments, property and operating businesses, with performance tracking, portfolio diagnostics and risk analysis. The page also presents an Invictus mobile app. This is a combination of people, process and technology rather than an assertion that software alone performs legal or investment advisory work.
The investment framework describes strategic asset allocation, active oversight and portfolio construction around family objectives and liquidity needs. Private-market capabilities cover assessing managers and opportunities in private equity, venture capital and private credit. Treasury planning adds cash-flow forecasting, contingency planning and balance-sheet liquidity. Product availability, suitability and implementation permissions must be confirmed for the actual mandate; marketing ranges on the general product pages are not return guarantees.
Succession and structuring work is described as coordination alongside legal, tax and fiduciary advisers. Its scope includes trusts, estate structures, wills and executorship, family governance, next-generation stewardship and cross-border coordination. A family should establish which entity or specialist advises, implements and remains responsible for each workstream, especially where several jurisdictions are involved.
The wider Centricity proposition supports wealth managers and financial-product distribution professionals, alongside clients seeking an assisted investment relationship. Its website describes portfolio dashboards, consolidated views, market information and planned reviews. The product menu spans mutual funds, PMS, AIFs, fixed deposits, bonds, offshore platforms and unlisted opportunities. That menu is a range of available product categories, not evidence that a single entity manufactures or manages every product.
The group's disclosure page identifies Centricity Financial Distribution Private Limited as the distribution provider, with AMFI ARN-189274 and APMI APRN-00803. Its published trail-commission table quotes debt ranges of 0.10–1.32, equity and hybrid ranges of 0.30–1.89, and liquid-fund ranges of 0.05–0.25, inclusive of GST and paid through AMC portfolio expenses. The captured table does not make the unit and period explicit; confirm both before comparing costs or treating these as annual percentages. The same footer identifies separate named entities for PMS, investment-adviser and research-analyst services. The dedicated investment-adviser compliance page identifies Centricity Advisory Services Private Limited and names Arpita Hegde as its principal officer. It supplies a separate advisory contact route and regulatory grievance process. Consequently, the group should not be treated as one interchangeable regulated provider, and the independence positioning of a particular advisory mandate should not be applied indiscriminately to product distribution.
The official company story dates Centricity's founding to early 2022. Its current contact page lists a head office in Gurugram; the distribution entity's published registered office is in New Delhi. These are different address purposes. Group scale and distribution metrics should also be distinguished from the assets or capacity of a particular family-office mandate; no single current AUM number is inserted into this dossier.
The official leadership page names Manu Awasthy as Founder and CEO. It separately groups the Invictus team, including Kartik Kini as Chief Strategy and Execution Officer and Arpita Hegde as Head of RIA, alongside a broader investment-product team with Nitin Juneja as Chief Investment Officer. Ishkaran Chhabra is named Founding Partner and Chief Investment Counsellor, and Kamal Kishore leads AI and technology. Named roles establish who the company currently presents for those responsibilities; a job title alone is not a regulatory certification.
The Invictus page identifies entrepreneurs facing liquidity events, business-owning families, next-generation leaders, professionals with equity or ESOP wealth, corporate treasuries and existing single-family offices needing specialist expertise or platform infrastructure. Its stated selective relationship model is more relevant to those complex mandates than the group's general retail-product menu. The partner platform addresses a different buyer: professionals building or running a distribution and client-service business.
Before choosing a route, request the precise service and contracting entity, advisory or discretionary authority, reporting scope, custody arrangements and compensation model. Ask how existing advisers and outside assets are included, how data reaches the consolidated view, what happens when information is incomplete and which decisions remain with the family. A universal Invictus minimum, standard group-wide fee tariff and guaranteed onboarding duration were not established in the reviewed pages.
The official UHNI and single-family-office contact route is ceooffice@centricity.co.in. General client or partner support uses support@centricity.co.in; the main contact page lists +91 9315716847 and the Gurugram head-office address. It states a typical response within 24–48 business hours for its contact form, which is a company-stated response expectation rather than an onboarding commitment.
Invictus Private Wealth is the group's published proposition for families and other clients needing coordinated investment, reporting, liquidity, governance and succession support.
No. It combines technology with distribution and assisted wealth relationships. Particular advisory, portfolio-management and research services are associated with separate named legal entities.
The Invictus page expressly includes established single-family offices seeking advisory expertise, co-investment access or institutional platform infrastructure. The applicable scope and permissions must be agreed for the mandate.
Review the group's published distribution disclosures and request the charges for the specific service. Do not assume that a distribution relationship and an advisory mandate have the same compensation model.
Strengths. Explicit existing-SFO and multigenerational-family proposition; Reporting and investment coordination across varied family assets; Named leadership across Invictus, investments and technology; Published legal-provider and distribution disclosures.
Watch-outs. Different legal entities provide different regulated services; Distribution commissions and advisory arrangements must be distinguished; Product marketing ranges are not return guarantees; Confirm coverage, costs, permissions and data/reporting responsibilities.
Built for Single Family Office (SFO), Private Wealth Owners / Principals, Family Businesses, Entrepreneurs, Corporate Treasuries, Wealth Managers.
Invictus serves complex family and treasury mandates, including existing SFOs; the broader partner platform supports distribution professionals. Confirm the legal provider, service permissions and compensation for the selected route.
UHNI/SFO enquiries: ceooffice@centricity.co.in. General support: support@centricity.co.in; main contact phone +91 9315716847. Head Office: Unit 201–202, 2nd Floor, Tower B, Global Business Park, M.G. Road, Gurugram, Haryana 122002, India. Contact form states a typical 24–48 business-hour response, not an onboarding SLA. Investment-adviser service enquiries: advisory@centricity.co.in; formal IA grievances: compliance@centricity.co.in. These are distinct from the wider group contact route.
Request an introduction to the relevant family-office or platform team; agree contracting entity, scope, permissions, reporting and charges. No universal onboarding duration established.
Weekly intelligence on tools, providers and strategy — curated for family-office professionals. No noise, no spam.