MANAGEMENT

Dishank Shah is a Chartered Accountant and Masters in Commerce from Gujarat University. He is specialised in the Financial Planning and Investments Advisory since 2015.  Previously He has worked with Crisil Limited, India’s leading credit rating agency as a research analyst.

Payal Shah is a commerce graduate from Gujarat University and she is handling the General Insurance vertical.

Centric Wealth is a Financial Advisory Services Firm. We are registered with AMFI formutual funds distribution.We are in to complete Financial Planning Services through Mutual Funds, Fixed income Investments, Equity PMS, General Insurance and Life Insurance. Established in 2015, Centric Wealth serves over 275+ individual clients and 100+ family portfolios of Corporates, MSMEs, high net worth families, NRI, individuals and retail clients. Our aim is to provide independent, high quality and customized services. “Maximizing Wealth” is the first and foremost motive of us. We are serving clients from India, USA, UK and Singapore.

Our services are individually designed to meet clients’ needs as determined by personal consultations and constant monitoring of their financial goals. Our approach is to counsel individual clients, understand their profile, needs and concerns, build customized financial investment portfolios, and offer a comprehensive selection of investment alternatives that will suit their financial goals.

Our Vision is to become a leader and trusted brand in the Financial Services Sector.

Our Mission is to help our clients to achieve Financial Freedom and Securing their Future.

Our USP is that we advise the clients ONLY on the basis of their financial goals and requirements and NOT on the basis of our targets.