10K+
Downloads
Content rating
Everyone
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About this app

A tech driven infrastructure platform for Investment professionals. Centricity is a PAAS solution for Independent financial advisors, MFDs, and other intermediaries in the wealth management ecosystem.
Updated on
Oct 14, 2025

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
This app may collect these data types
Location, Personal info and 5 others
Data is encrypted in transit

What’s new

Dashboard redesigned with a fresh look and new AUM, AUA widgets including detailed drilldowns.
Recent Summary section now includes widgets for Recent Transactions, Systematic Alerts, and Upcoming Corporate Actions.
Clients tab revamped with an improved layout, sorting, and Excel download options.
Added Unlisted Order Punching module for seamless order entries.
Deleting a prospect now requires entering a reason for better traceability.
Bug fixes and performance improvements.

App support

Phone number
+919545357865
About the developer
CENTRICITY FINANCIAL DISTRIBUTION PRIVATE LIMITED
ng@centricity.co.in
Flat No-15, 5-A, CGHS Fine Home Apartment Mayur Vihar, Phase 1, East Delhi New Delhi, Delhi 110091 India
+91 95453 57865