We are Centricity Global
Bridging Borders, Building Legacy.
A single, intelligent wealth architecture unifying global assets, advisors, and
generations for Non-Resident Indians.
Number of offices
75+
Total AUM
16,000+ Cr
Number of products
3,500+
Total number of retail clients
1 lakh+
Total number of UHNWI/SFOs
250+
The Problem Faced
Your wealth has outgrown borders, but traditional banking hasn't caught up. Modern portfolios are spread across numerous countries, trusts, and generations, leaving families to manage immense complexity without a unified, clear overview.
Yesterday's Paradigm
A linear wealth lifecycle managed through a singular, localized banking relationship.
Today's Fragmentation
Navigating misaligned cross-border tax liabilities, compounding regulatory compliance, and siloed custodial structures.
Portfolio vulnerability to FX volatility, inefficient capital repatriation, and a lack of consolidated macro-risk oversight.
Disjointed performance reporting and risk attribution across decentralized private banks, asset managers, and offshore entities.
Our Framework
Centricity Global Wealth OS is a proprietary framework that serves as a single, integrated operating system for family wealth by seamlessly uniting intelligence, capital, global structures, consolidated reporting, and legacy planning into one comprehensive solution.
Proprietary research and AI-powered intelligence form the analytical backbone of every decision.
Access to institutional-grade investment opportunities across all asset classes globally.
Cross-border legal and tax structures optimised for global family wealth.
The single source of truth for your entire global wealth picture.
Multi-generational continuity planning built into the foundation of every engagement.
Our Consolidation Process
From fragmented information to one intelligent family balance sheet. Every bank, portfolio, private asset, and currency — unified into a single governance-ready dashboard.
Intelligence
Aggregation
Governance
Our Capabilities
We deliver tailored outcomes for global citizens by unifying cross-border investments, home-market opportunities, and multi-jurisdictional compliance into a single, institutional framework.
Global Structuring & Compliance
Facilitation of non-resident banking channels and regulatory documentation. Supports capital repatriation workflows, cross-border account operationalization, and procedural adherence under applicable FEMA regulations and international guidelines.
Strategic Asset Allocation
Consolidated Oversight
Curated Opportunities
Seamlessly integrate high-yield Indian assets into your international wealth strategy. Our bespoke product architecture provides institutional-grade access to domestic markets, ensuring your legacy continues to compound back home without geographical friction.
An offshore investment route under the IFSC framework facilitating cross-border capital movement. Access foreign-currency-denominated funds, distinct regulatory tax structures, and streamlined repatriation mechanisms for global investors.
Access to private market assets across Category I, II, and III AIF structures. Allocation options include venture capital, private equity, structured debt, and commercial real estate to support multi-asset diversification.
Professional equity management offering discretionary and non-discretionary execution models. Portfolios are constructed and monitored by licensed fund managers in alignment with specified asset allocation mandates and risk criteria.
A broad selection of debt instruments, including government securities, rated corporate bonds, and structured credit products. These assets provide access to predefined coupon schedules and diverse maturity tenures.
Direct participation in listed Indian companies across primary and secondary markets. Supported by execution platforms, fundamental research data, and integrated portfolio tracking for market transactions.
Access to a wide range of equity, debt, hybrid, and international fund schemes. Features structured screening filters, systematic allocation options, and regular portfolio rebalancing tools across major asset categories.
Insights On India’s Direction
Beyond Investments
Policy & Regulatory Changes · Tax Compliance · Banking & Investment Compliance
Comprehensive tax advisory and accurate filing services tailored to crossborder regulations and NRI tax laws.
Expert assistance in remitting funds from NRO accounts or property sales while strictly adhering to RBI guidelines.
Guidance on permissible credits, debits, and taxation rules to maintain the compliant status of your non-resident accounts.
Strategic restructuring of global assets, optimizing RNOR tax benefits, and re-establishing domestic financial compliance upon returning to India.
Backed by decades of international private banking and wealth advisory experience, our seasoned offshore experts work directly with every client. Centricity Global is built to help NRI Global investors seamlessly build and preserve wealth across borders.
Previously worked with 360 ONE Wealth (formerly IIFL Wealth), Citigold (Citibank) & Standard Chartered Bank
22+ Years Exp.
Previously worked with 360 One Wealth, CITI Bank, Kotak Private & Standard Chartered Bank
19+ Years Exp.
Previously worked with 360 ONE Wealth, Kotak Mahindra Bank, Bajaj Capital Ltd., HDFC Bank Ltd.
18+ Years Exp.
Previously worked with 360 ONE Wealth, Aditya Birla Sun Life Mutual Fund, Cafe Coffee Day
13+ Years Exp
Previously worked with Axis Bank, ICICI Bank, Standard Chartered Bank & ABN AMRO Bank
20+ Years Exp.Previously worked with 360 ONE Wealth (formerly IIFL Wealth), Citigold (Citibank) & Standard Chartered Bank
22+ Years Exp.Previously worked with 360 One Wealth, CITI Bank, Kotak Private & Standard Chartered Bank
19+ Years Exp.Previously worked with 360 ONE Wealth, Kotak Mahindra Bank, Bajaj Capital Ltd., HDFC Bank Ltd.
18+ Years Exp.Previously worked with 360 ONE Wealth, Aditya Birla Sun Life Mutual Fund, Cafe Coffee Day
13+ Years ExpPreviously worked with Axis Bank, ICICI Bank, Standard Chartered Bank & ABN AMRO Bank
20+ Years Exp.Thought Leadership & Insights
Partner With Centricity Global to preserve, grow and transition wealth with confidence
Reach out to schedule a discreet discussion with a senior advisor or let us connect you with the right team for your specific mandate.
Structured Around Your Global Wealth
