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

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Portfolio Management Services
  • Centrum offers in-house Portfolio Management Services for our wealth management clients. The portfolios on offer follow a differentiated investment approach. The investment process is based on in-depth fundamental research on stocks from a defined set of sectors which offer higher growth potential. We prefer to have a concentrated portfolio over a diversified one, with the objective to achieve higher returns. The benefits of diversifying beyond 25 stocks in a single portfolio with an objective to mitigate stock specific risks are limited. Our team comprises experienced fund managers, supported by a research team which keeps scanning the investment universe for optimal investment opportunities. Our objective is to maximise return while being cognizant of the underlying risks. Our investment approaches seeks companies that offer higher ROICs than peers. Along with this, we assign due weightage to promoter track record. This investment process passes through extensive primary research, detailed financial modelling, and on ground channel checks.

    Our Offerings

    Portfolio

    Portfolio Objective Strategy Sustainability
    Growth
    • The Portfolio objective is to achieve capital appreciation through participation in large cap companies
    • Portfolio with 70% to 80% in large cap stocks & remaining in mid & small cap stocks
    • Invest in dominant players with strong fundamentals & track record
    • Moderate risk appetite with medium term investment horizon
    Wealth Creator
    • Seeks to deliver long term wealth creation while meeting liquidity needs
    • 50-60% of portfolio invested in deep value & mid cap stocks and remaining in large cap stocks
    • Bottom up & value stock picking strategy identifying deep value stocks, emerging themes, outperforming sectors
    • High risk appetite with medium to long term investment horizon
    Deep Value
    • Seeks to generate longer term wealth creation by investing in deep value stocks including relatively unknown small & mid-cap stocks
    • Predominantly invest in mid-cap and small cap stocks which may be illiquid at time of investment Bottom up & value stock picking strategy identifying deep value stocks, outperforming sectors, emerging themes, hidden gems and other macro themes for major upsides
    • High risk appetite with long term investment horizon

    Investment Philosophy

 

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