Visual indicating engagement
Advisory Services

How we engage

Visual indicating engagement

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.

*Services are offered by Centrum Investment Advisors Limited a SEBI registered Investment Advisors.
The Advisory Approach

Portfolio-led

Visual to indicate portfolio-led advisory services

The advisory services mandate is right for those who are looking for a ‘portfolio approach’ rather than ‘product-led’ engagement. The approach involves:

Visual to indicate portfolio-led advisory services

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.

Minimize Risk, Maximise Returns

Our Approach to Investment

Our investment approach includes a combination of:
  • Investment policy
    Investment policy
  • ‘GIVLS’ framework for markets and macro assessment
    ‘GIVLS’ framework for markets and macro assessment
  • Product selection rigour
    Product selection rigour
  • Focus on portfolio outcomes
    Focus on portfolio outcomes
  • Strategic asset allocation
    Strategic asset allocation
  • Tactical asset allocation
    Tactical asset allocation
Visual indicating range of personalised wealth solutions for clients from diverse backgrounds
Personalised Solutions

One size doesn’t fit all

Visual indicating range of personalised wealth solutions for clients from diverse backgrounds

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.

Ultra HNIs Family Offices Corporate Treasuries
Multiple Products, One Relationship, One View

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

  • Business
    Market Insights

    Manish Jain shares his perspective on market conditions, economic factors, and potential opportunities in September 2024. Gain from an informed view of what lies ahead and how to navigate market conditions to keep your investment strategies aligned.

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  • Business
    August 2024
    Market Insights

    Manish Jain shares his perspective on market conditions, economic factors, and potential opportunities in August 2024. Gain from an informed view of what lies ahead and how to navigate market conditions to keep your investment strategies aligned.

    Know More
  • Business
    Market Insights

    Shankar Raman shares his perspective on market conditions, economic factors, and potential opportunities in July 2024. Gain from an informed view of what lies ahead and how to navigate market conditions to keep your investment strategies aligned.

    Know More
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