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Richa Kapoor
Founding Team - Customer Success & Service Head at Centricity Wealthtech
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Work Experience
Founding Team - Customer Success & Service Head
2022 - Present · 2 years and 11 months
Associate Vice President
2016 - 2022 · 6 years
Assistant Manager
2013 - 2016 · 3 years
Company Details
11-50 Employees
Founded in January 2022, Centricity helps empower finance and investment professionals aspiring to establish their independent practices. The platform aims to deliver a comprehensive SAAS based investment management platform including digital transactional capabilities for a diversified product suite. Wealth management professionals prefer focusing on their clients’ interests and not their employers ever-changing priorities. Also, clients want stability and not a relentless institutional product push. We are looking to bring in consistency of the family office experience for a spectrum of investors across emerging affluent, affluent and high net worth categories. We are boutique by design and an institution by default.
Year Founded
2022
Social Media
Linkedin
Industry
Financial Services
HQ Location
CoWrks Aerocity New Delhi, IN
Keywords
WealthTechInvesTechFinTechPrivate Wealth ManagementFamily OfficeDigital Private Wealth Managementdigitally enabled wealth management platformFinancial Product MarketplaceWealth Managementmulti asset reporting
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