Robust Investing Platform
We offer mobile and desktop based platforms for transacting across equities and mutual funds. These platforms seamlessly integrate with your bank account and help you invest smoothly.
Investment Advisory
We curate a portfolio keeping your risk appetite and investment horizon at the fore. Our research teams carefully analyze and recommend investment opportunities which are backed in-depth research and multiple governance checks.
Goal Planner
We understand that everyone has their own specific goals. Our multi-dimensional goal planner helps you manage your finances better. The planner takes into account your risk appetite and investment horizon and suggests an asset allocation to help maximize returns.
Portfolio Tracking and Analysis
Our platform provides analytical tools and reporting capabilities that allow you to check the status of your investments real-time and analyze your portfolio across multiple dimensions.
Our Services
- Centrum Wealth specializes in creating customized innovative solutions for wealth creation and preservation
- Wealth Research Services specialize in generating investment ideas in the listed equity space, following the concept of 'GARP' Growth at a Reasonable Price
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