partners

Become a Full-Service Wealth Manager

Move Beyond Mutual Fund Distribution with our Partner Program

Distribute a diverse range of financial products

Zero upfront investment with flexible engagement models

Grow AUM and Boost Income

Adopt Technology and Empower Yourself

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Centricity Partners (FPDs)

0+

Assets Under Management (AUM)

0+ Cr

Investment Products

0+

Presence in Cities

0+

Clients Served by Partners

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Get Support & Guidance at Every Step for Your Business

Sell Multiple Products

Sell Multiple Products

Get Expert Guidance for Your Business

Get Expert Guidance for Your Business

A Digital Platform For Seamless Execution

A Digital Platform For Seamless Execution

Transparent Pricing

Transparent Pricing

Knowledge Sessions & Trainings

Knowledge Sessions & Trainings

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You can also

Sell Multiple Investment and Insurance Products

Learn About New Products · Get Sales Help from Product Experts

Move beyond single-product distribution and offer your clients a comprehensive suite of investment solutions. Our platform empowers you to deliver complete wealth management, helping you meet every client need and grow your practice.

Investment Products

Insurance

Mutual Funds (MF)

Mutual Funds (MF)

Equity MF

10 - 15%

Medium to High

Debt MF

5 - 9%

Low to Medium

Hybrid MF

9-12%

Medium

Fixed Deposits (FD)

Fixed Deposits (FD)

Corporate FD

5 - 5.3%

Low

Bank FD

5 - 9%

Very Low (Sovereign)

Portfolio Management Services (PMS)

Portfolio Management Services (PMS)

Equity PMS
(Large & Multi-Cap)

14-18%

Medium to High

Equity PMS (Mid & Small Cap)

14-18%

Medium to High

Debt PMS

11-13%

Medium to Low risk

Alternate Investment Funds (AIF)

Alternate Investment Funds (AIF)

Equity AIF-Listed Equities

18-20%

Med - High

Equity AIF - Unlisted Equities

20-25%

High

Debt AIF

22-25%

High

Pre-IPO Unlisted Opportunities

Pre-IPO Unlisted Opportunities

Pre-IPO Unlisted Opportunities

Variable

High

Bonds / NCDs

Bonds / NCDs

12-30 Months

5 - 5.3%

Low

31-60 Months

5 - 9%

Very Low (Sovereign)

60+ Months

14 - 18%

Mid to High

International / Offshore Platforms

International / Offshore Platforms

GIFT City (Inbound)

5.00% - 5.30%

Low

GIFT City (Outbound)

5 - 9%

Very Low (Sovereign)

Loan Against Mutual Funds (LAMF)

Loan Against Mutual Funds (LAMF)

Value-Added Services

Value-Added Services

Estate Planning

-

Essential For Succession

Residency & Immigration

-

Legal Transfer

Specialized Investment Funds (SIF)

Specialized Investment Funds (SIF)

Hybrid Oriented

5.00% - 5.30%

Low

Debt Oriented

5 - 9%

Very Low (Sovereign)

Equity Oriented

14 - 18%

Medium to High

You get help from

Multiple Experts to build your Business

Help From 5 Qualified Professionals · Third P of Our Framework

You don’t work alone — you get five specialists by your side.
Together, they help you serve clients better and scale faster.
From handling service to guiding investments, everything is backed by experts.

Research Team

For Latest Insights & Reports

our research team supports partners with timely insights to help you offer informed and data-backed client advice.

Investment Counselor

For UHNI Clients

Brings deep financial expertise and a global perspective to help you counsel and convince UHNI clients.

Service RM

For Seamless Order Execution

They support seamless and efficient execution across transaction processes.

Product Specialist

Who Curates Investment Products

Experts who review market products using deep research and insights, helping you always offer the best options.

RM

Is Available 24x7 to Help You

Your dedicated relationship manager ensures clarity, support, and assistance whenever you need it.

You Get a Platform

Built with Cutting-Edge Technology for Business Growth

In the App, You Get

Seamless Digital Execution Across Multiple Financial Products and Asset Classes

  • ✓ Real-Time Processing
  • ✓ Unified Dashboard
  • ✓ Multi-Transaction Capability
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You Save Time With

Effortless Automated Reporting

Automatically generate accurate, ready-to-share reports that save time and help you focus on client growth.

  • ✓ No Manual Reporting
  • ✓ Custom Report Creation
  • ✓ Time-Saving Automation
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You Also Get Access to

Business Growth & Ops Management Tools

Look Professional · Increase Efficiency · Improve Client Satisfaction

Monitor your investments anytime, anywhere, with intelligent insights, swift execution, and complete transparency designed for lasting peace of mind.

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Manage Clients & Business on the Go!

Download the app

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appstore
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Pricing designed to

Maximize value for our partners

Competitive Pricing • Transparent Payment Policies

Our pricing model is built to deliver maximum value with complete transparency. We ensure you get the right support, tools, and products without hidden costs — helping you grow with confidence.

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We will

Help You Grow

Exclusive Live Sessions

Live Session 13
Live Session 11
Live Session 10
Livr Session 8
Live Session 4
Live Session 112

Few Things You Should Know

15 Min

15 Min

to submit KYC & onboard on the platform to start selling products

Anyone

Anyone

Who is 18 years old can become partner. Existing ARN Holders, Students, Professionals, Retired people etc

Zero

Zero

There is no membership fee or capital investment required

No Min. Sales Targets

No Min. Sales Targets

There are no targets for business. More business you do, more you earn.

NISM MF Certification

NISM MF Certification

You have to clear NISM Mutual Fund V A exam and apply for ARN license

VIEW ALL FAQs

Still having doubts? Speak to a Regional Manager

Centricity’s Representative • Locally Available Expert

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We have done this

Value Delivered. Wealth Grown.

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1,40,00,00,00,000

Assets Under Management (AUM)

0+ Cr

Centricity Partners (FPDs)

0+

Presence in Cities

0+

Total Branches

0+

Investors Served

0+

Helping Our Partners Win

Centricity makes complex sales simple. The clear workflows and quick quote features save me hours every week, letting me focus more on my clients

Mudit Chaturvedi

Puri, Orissa

Everything is in one place now. From submission to tracking, Centricity's intuitive design and reliable support have streamlined my entire operation.

Sudhanshu Pachouri

Kanpur, Uttar Pradesh

The customization tools in Centricity are a game-changer. We can tailor products faster for our niche market, giving us a real competitive edge.

Vijay Hegde

Kolhapur, Maharashtra

From submission to tracking, everything is finally in one place. Centricity’s simple design and dependable support make my operations seamless.

Rahul Jain

Guwahati, Assam

Want to become a Full Service Wealth Manager?

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