
We are Centricity Global
One Family, One Balance Sheet
Unifying fragmented assets, global advisors and future generations into one
intelligent wealth architecture.
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
Legacy Wealth Has Been Globalized, But Its Management Has Not! Families today operate across countries, institutions, currencies, trusts, and generations with no unified view.
Wealth Owner's Yesterday
One country. One bank.
One advisor. Simple.
Wealth Owners Today
This Creates
The Result
Fragmented, Inefficient, Exposed Global Wealth.

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 international families by unifying global investments, liquidity, governance, and succession into a single institutional framework.
Preservation
Precision yield optimization and capital preservation for complex global treasuries. Uncompromising operational agility and seamless liquidity across multi-jurisdictional accounts. Active duration and credit management designed to safeguard purchasing power across global market cycles.
Compounding
Transfers

Our Access, Breadth & Depth
Centricity Global works alongside You to bring together institutions, private market platforms, trustees and specialist advisors to deliver integrated oversight for complex wealth.
Access institutional managers across global equity, fixed income, and multi-asset strategies.
Access curated private market opportunities through leading global platforms.
Diversify portfolios through specialist alternative investment strategies.
Tailored solutions for complex wealth, tax, and legacy needs.
Global Wealth Management
Built for families with wealth, businesses, and aspirations spanning India and the world. Not NRI wealth management. Global wealth management with India expertise at its core.
Global Investment
35M+
Wealth Opportunity
$1.5T+
Cross-Border Wealth Advisory
Integrated advice for NRIs managing wealth across multiple jurisdictions, currencies, tax systems, and financial institutions.
NRI Banking & Compliance Services
Operational support to help clients maintain financial compliance and seamless access to India.
Investment Advisory & Portfolio Construction
Building diversified portfolios aligned with risk, liquidity, and long-term wealth objectives.
India Opportunity Advisory
Helping NRIs identify and evaluate strategic investment opportunities in India.
Portfolio Reporting & Intelligence
Technology-enabled monitoring, reporting, and actionable insights across investments.
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 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 Exp
Previously worked with Axis Bank, ICICI Bank, Standard Chartered Bank & ABN AMRO Bank
20+ Years Exp.Our Global Reach
Thought Leadership & Insights
Partner With Centricity Global to preserve, grow and transfer 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
