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


Family Office

  • Centrum's Family office platform strives to centralize the focus and control over, not only your family's  finances, but also on any taxation, legal structuring and administration issues - as the objective is not just return maximization, but it is also maximization of ease for our clients.

    We realise that, over time, assets grow in size as well as complexity with investments happening through multiple entities and across various advisors and service providers. Centrum's Family office team works with all your existing bankers and service providers from 'your side of the table' thereby taking away a lot of demand on your time. We focus our energies on ensuring that the advice coming in from all around fits in with your family's long-term objectives. Our Open architecture approach to product selection ensures the best breed of partners and products.

    The scope of our services isn't  just limited to Investment advisory though but goes much beyond that. We also help our clients with the best of tailored solutions for preserving and passing on the family wealth and legacy. Our Forex, Travel & Visa, Real Estate, Business Advisory and Merchant Banking services ensure that you have a single point contact for taking care of all your wealth, family and administrative needs.

    Our Family office team works with all your existing bankers and service providers from 'your side of the table' thereby taking away a lot of demand on your time.

    Services Offered In Family Office

    • Advisory Service

      • Act as a prime advisor engaging with all your existing bankers & service providers from your 'side of the table's'
      • Ensure that the advice provided fits in the big picture of your family's long term financial objectives
    • Trust & Estate Service

      • Succession and estate planning provides security to your family addressing several issues like personal, business, health
      • In today's dynamic life, a smooth and a basic transition plan is always recommended to be in place.
      • Estate plan may have many components: a Will, a Private Trust, Gift, power of attorney or a combination thereof.
      • The optimal solution is provided depending upon Client's specific requirement.
    • Tax & Financial Planning

      • Develop tax efficient strategies
      • Oversee personal and entity tax returns
      • Assist in various accounting and taxation issues relating to investments
    • Family Legacy & Leadership

      • Intergenerational wealth transfer plans and Family governance structure.
      • Solutions to Protect, Preserve and Pass-on family wealth and legacy
    • Philanthropy

      • Support family's philanthropic vision
      • Guidance on suitable structures for giving back to the society
    • Ancillary Services

      • Whole host of services from record management (document digitisation) and art insurance to corporate solutions (fund raising, M&A advisory etc)


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