For Investment Professionals - Centricity

For Investment Professionals

Key benefits

  • Augment your personal brand

  • Grow your AUM and expand your reach

  • Increase your client engagement - access updates and reports

  • Access personalized support from experienced Industry experts - Wherever needed

  • Centricity will not reach out to your clients directly

Centricity Plans

  • One digital Premium (A revenue Share model)
    A comprehensive 360 degree engagement solution.
  • OMS (transaction portal)- Digital transaction placement and execution

  • Goal Planning

  • Family wise Basic reporting with Capital Gain/ Loss , Corporate action

  • Multi asset Held Away reporting (CAS & manual Admin screen access)

  • CRM (Birthdays, Anniversaries, meetings, tasks etc.)

  • Product listing

  • Customised model portfolio and product selection engine via RAQ journey

  • IPS (guardrails for portfolio management)

  • Consolidated multi asset and multi pro -duct reporting dashboard (manual admin screen access)

  • Multi advisor "held away" portfolio repor -ting (manual admin screen access)

  • Compare tool

  • Consolidated Dashboard (manual Admin screen access)

  • Investment reckoner (manual Admin screen access)

  • Scheduler (manual Admin screen access)

  • Investment reckoner (manual Admin screen access)

  • Loan Dashboard (manual Admin screen access)

  • Real estate dashboard (manual Admin screen access)

  • Asset register (manual Admin screen access)

  • Generate portfolio Quants & Analysis

  • Enable IPS guardrails aligned portfolio tracking- Basis risk and return profile

  • Liquidity and cash flow insights

  • Product & proposal scanner - Insights on products or investment proposals offered by third parties

  • Hyper personalized portfolio review presentations.

  • Access up to date market intelligence for meaningful engagement - Views on economy, sectors, events

  • Dedicated support from a qualified and experienced Investment councellor

  • Dedicated Operations & service support

  • Access value added services - Delivered by associated third party service providers

  • Estate & succession planning services

  • Credit solutions

  • Immigration consulting

Bridging the Gap Among Investors, Wealth Managers & Asset Managers

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