Wealth Management

Centrum Wealth specializes in creating customized innovative solutions for wealth creation and preservation. Whether it is through offering sound investment advice or providing a holistic approach to financial planning, we ensure that your money is secure, managed efficiently and grows.

As with all our clients over the years, our expert team can help you create specific strategies to maintain and grow your wealth based on your age, goals and risk appetite.

Leadership Team

  • Rajnish Bahl

    MD & CEO, Group Retail Financial Services

  • S. Ganashyam

    ED - Wealth Management

  • Sandeep Nayak

    ED & CEO - Broking

  • Arpita Vinay

    Wholetime Director & Head - Family Office

  • Amitava Neogi

    COO-Wealth Management

  • Shankar Raman

    CIO - Third Party Products

  • At Centrum, we specialize in generating investment ideas in the listed equity space. Following the concept of  'GARP' Growth at a Reasonable Price -  we focus on emerging companies which have the potential to become the next leaders in their respective fields, while being available at the right valuations.

    Our adherence in following industry's best practices while doing research involve detailed financial modelling, management meetings and channel checks to validate our thesis.

    Our research is recognized as one of the Best Fundamental Research by Zee Business.

    Growth At A Reasonable Price we focus on emerging companies which have the potential to become the next leaders!

    Research Reports

    • Re-visiting the Dividend theme

      Of the 10 companies we have highlighted in our dividend theme report in mid-Feb’18, 6 companies have announced interim dividend during Feb’18 and Mar’18.

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      While one cannot rule out the “sentiment” impact of PNB event on Nifty, going by “numerical argument”, the adverse impact on Nifty is quite limited.

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    • Q3FY18: Nifty 50 earnings a mixed bag

      Green shoots were visible in Non-BFSI stocks with PAT growth of +15.2% YoY; but BFSI stocks have disappointed with PAT drop of -17.4% YoY.

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    • GST Regime - What Does It Hold?

      GST is a destination based tax which follows a multi-base collection mechanism that will ...

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    • India's infrastructure story gaining momentum

      The government (Ministry of Finance) in a press briefing yesterday (24 Oct’17), announced a major road building program... 

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