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
Centricity Partners (FPDs)
20,000+
Assets Under Management (AUM)
18,000+ Cr
Investment Products
3,500+
Presence in Cities
66+
Clients Served by Partners
60,000+
Get Support & Guidance at Every Step for Your Business
Sell Multiple Products
Get Expert Guidance for Your Business
A Digital Platform For Seamless Execution
Transparent Pricing
Knowledge Sessions & Trainings
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
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
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
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.
Analyze easily with Portfolio Scanner
Compare two products easily with this Tool
Place order easily with QuickInvest
Track Client's goals with our goal dashboard
Build your personal brand with Marcom tool
Grow with our Learning Management Platform (LMP)
Manage Clients & Business on the Go!
Download the app
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.
We will
Help You Grow
Personalized Trainings & Certification
Take part in our new learning and development initiative! Discover a Dynamic Learning Environment That Adapts to Individual Needs, Fostering a Community of Lifelong Learners
Exclusive Live Sessions
Research Reports
Few Things You Should Know
15 Min
to submit KYC & onboard on the platform to start selling products
Anyone
Who is 18 years old can become partner. Existing ARN Holders, Students, Professionals, Retired people etc
Zero
There is no membership fee or capital investment required
No Min. Sales Targets
There are no targets for business. More business you do, more you earn.
NISM MF Certification
You have to clear NISM Mutual Fund V A exam and apply for ARN license
VIEW ALL FAQs
We have done this
Value Delivered. Wealth Grown.
1,40,00,00,00,000
Assets Under Management (AUM)
18,000+ Cr
Centricity Partners (FPDs)
20,000+
Presence in Cities
66+
Total Branches
75+
Investors Served
1,00,000+
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
Delhi , New Delhi
Everything is in one place now. From submission to tracking, Centricity's intuitive design and reliable support have streamlined my entire operation.
Sudhanshu Pachouri
Agra, 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.
Vinay 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
Delhi , New Delhi
