Funding · Financial Services

Centricity in talks to raise ~$30M round

What they do

Centricity runs a wealth management platform for financial advisors and investors

It is in talks to raise about $30 million led by MUFG and SIG at a $250 million valuation

The valuation would double from its $125 million seed round in September 2024

Centricity is in talks to raise about $30 million in a new funding round.
The round is expected to be led by MUFG and SIG.
The proposed valuation is around $250 million.
This valuation would double from the company's previous round.
In September 2024, Centricity raised $20 million in seed funding led by Lightspeed at a $125 million valuation.
The fresh capital is planned for technology development, private banking expansion, and distribution and advisory ecosystem growth.

Indian wealthtech startups raised over $634 million across 51 deals in 2024-2025, showing strong sector momentum.
Comparable deals include AssetPlus ($19.3M), Wint Wealth ($28M), Sahi ($33M), and Bachatt ($12M).
The largest segment fundraise was Dezerv's $40 million in October 2025, co-led by Premji Invest and Accel, at a $300 million valuation.
Centricity's revenue grew from Rs 19.02 crore in FY24 to Rs 61.26 crore in FY25, while losses widened from Rs 9.31 crore to Rs 31.72 crore.

Centricity provides plug-and-play solutions for employee-to-entrepreneur (E2E) transition.
It operates platforms Invictus and One Digital.
The company enables financial advisors to access and transact in financial products, simplifying portfolio management.
It offers mutual funds, SIFs, PMS, FDs, AIFs, international/offshore platforms, pre-IPO unlisted opportunities, bonds/NCDs, and loan against mutual funds.
Services include personalized advisory, strategic planning, risk analysis, estate planning, family office, offshore investment, immigration advisory, and reporting and analytics.
Wealth managers are NISM certified and unbiased experts.
The company has a partner program for FPD business and POSP for insurance.
It reports 18,000+ crore in assets under management (AUM).
It has 20,000+ Centricity Partners (FPDs), presence in 66+ cities, 1,00,000+ investors served, and 75+ total branches.

Product: Wealth management and investment platform for independent financial advisers, retail investors, HNIs and UHNIs with international offerings
Customers: Financial advisors, family offices, high-net-worth individuals and ultra-high-net-worth individuals across India and internationally
How it makes money: B2B2C wealth distribution platform connecting advisors and investors with investment products and services
What sets it apart: Technology-enabled platform with Rs 15,000+ crore AUM, private banking services and international expansion through GIFT City and DIFC
Operations: Multiple business lines including wealth management, private banking, NRI services and digital investment solutions