How we engage
The advisory services platform is a fee-based and unbiased engagement platform that offers true alignment of interests. As part of advisory services, we guide you on your overall portfolio while the execution choice is up to you.
The combination of ‘unbiased’ and ‘alignment’ qualities is intrinsically built into the proposition because of the manner in which the engagement model is structured.
Portfolio-led
The advisory services mandate is right for those who are looking for a ‘portfolio approach’ rather than ‘product-led’ engagement. The approach involves:
Any investment advice is based on your circumstances including your objectives and risk appetite, thus ensuring that the suggested investments are in line with your risk-return profile.
You have the option of choosing the distribution platform for placing orders and investments can also happen in direct plans of products (where available).
You can choose between an AuA (Assets under Advice)-based fee or a fixed fee model.
One size doesn’t fit all
We offer a range of personalised wealth solutions for clients from diverse backgrounds such as entrepreneurs, company founders, CXOs, professionals such as doctors, lawyers and CAs, in addition to family offices and company treasuries.
A platform for performance insights
Information overload often clouds the decision-making process. The Centrum Wealth Wealthverse platform brings you anytime access to your portfolio and enables analysing holdings in your way.
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Leadership Perspectives
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Thinking Outside In: Part 2
Priya Kumar, Author, Motivational Speaker, and Screenwriter, reflects on the hidden mindset gaps between where organisations believe they are — and where they truly stand. We also feature a perspective that explores a deeper layer of leadership and storytelling: What she looks for beyond public achievements when writing someone’s story The common inner struggles leaders […]
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Thinking Outside In: Bonus Insights
Priya Kumar, Author, Motivational Speaker, and Screenwriter, reflects on the experiences that shaped her work across 17 published books. We feature a bonus question that brings out a more personal dimension of her authorial journey: Her three most significant memories from authoring 17 books The lessons that stayed with her beyond publication. Watch Now!
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Thinking Outside In: Sandeep Das in conversation with Priya Kumar, Author and Motivational Speaker
Priya Kumar, Author, Motivational Speaker and Screen Writer, has spent 30 years answering that question—across 51 countries and 2,000+ corporates. In this episode of Thinking Outside In with Sandeep Das, MD & CEO, Centrum Wealth : Reading audiences in the first 60 seconds Creating markets from scratch Why boards keep getting culture wrong Watch Now!
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