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Pushpendra Singh — Co-Founder · Centricity WealthTech · Delhi, India.
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About
Building a tailored, tech-forward PAAS : Digital Private Wealth Management Platform ( a complete digital Family Office) which is Boutique by design, Institution by default.
Conceptualized and founded by experienced private wealth managers with a strong focus on alignment of interest, seamless digital execution and assessment of portfolio, open architecture in product selection, advance portfolio analytics and holistic overview across asset classes.
Experience
Co-FounderCurrent
Centricity WealthTech · Delhi, India
Jan 2022 – Present
Built to: # Empower Financial professionals & Family-Offices to manage investments in their own way; with a purpose & build better portfolios. # To bring in democratization & consistency of Family Office experience across geographies with focus on remote areas. a future 𝐖𝐞𝐚𝐥𝐭𝐡𝐎𝐒 [𝘸𝘦𝘢𝘭𝘵𝘩 𝘰𝘱𝘦𝘳𝘢𝘵𝘪𝘯𝘨 𝘴𝘺𝘴𝘵𝘦𝘮 (𝘖𝘚)] to simplify wealth management !! 📚 𝑺𝒄𝒂𝒍𝒂𝒃𝒍𝒆 𝒑𝒐𝒓𝒕𝒇𝒐𝒍𝒊𝒐 𝒎𝒂𝒏𝒂𝒈𝒆𝒎𝒆𝒏𝒕 which helps investment professionals provide better guidance . Provides unified view and leverages AI to validate data and provide valuable insights for better decision making. 🔎𝑾𝒆𝒂𝒍𝒕𝒉 𝒊𝒏 𝒇𝒖𝒍𝒍-𝒗𝒊𝒆𝒘: Data visualization for unified reporting, deep multi-asset aggregation, net-worth tracking across currencies, jurisdictions, and asset classes. 💡𝑾𝒆𝒂𝒍𝒕𝒉 𝑰𝒏𝒕𝒆𝒍𝒍𝒊𝒈𝒆𝒏𝒄𝒆 : advanced performance analytics, exposure tracking with risk, general ledger capabilities and investment accounting system. Clarity across allocations, liquidity and cashflow. 🗂 𝑫𝒐𝒄𝒖𝒎𝒆𝒏𝒕 𝒊𝒏𝒕𝒆𝒍𝒍𝒊𝒈𝒆𝒏𝒄𝒆 : automated data capture, document vault. Automates alternative investment data extraction, parsing and workflow management. Seamlessly aggregates investment data from disparate systems, portals and documents. 🗜 𝑰𝒏𝒗𝒆𝒔𝒕𝒎𝒆𝒏𝒕 𝒕𝒆𝒄𝒉𝒏𝒐𝒍𝒐𝒈𝒚 𝒔𝒐𝒍𝒖𝒕𝒊𝒐𝒏 that provides multi-asset rebalancing, trade order management 🛒 𝑶𝒑𝒆𝒏 𝑨𝒓𝒄𝒉𝒊𝒕𝒆𝒄𝒕𝒖𝒓𝒆 𝒇𝒐𝒓 𝑷𝒓𝒐𝒅𝒖𝒄𝒕 𝑴𝒂𝒓𝒌𝒆𝒕𝒑𝒍𝒂𝒄𝒆 : access to complete product universe without biasness.
Principal - 'Family Office' & Investments advisory
360 ONE · New Delhi Area, India
Dec 2014 – Nov 2021
# Engage with a very select set of UHNIs and with mostly promoter driven enterprises to establish synergies & provide value additions to one's present framework. In the areas of personal investments, Tax Advisory, Administration of Family Net Worth, Real estate advisory & structuring, Corporate Restructuring, Succession Planning (onshore and offshore) & Asset Protection for the Family’s future well being . # Have been lead advisors to promoters, promoter families and UHNI professionals both in advisory and executionary roles involving in management, administration and succession planning of personal & family asset base.
Education
Skills
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