Centrum Broking is a full-service brokerage house offering a host of equity oriented solutions to high net-worth individuals and institutions. In alignment with our Group’s ‘client first’ strategy, our approach provides holistic solutions for your stock market needs across equity broking, portfolio management and depository services.
Our Services
Equities
Derivatives
Currencies
Exchange traded funds (including gold funds)
Mutual funds
Primary market offers
We offer demat services and are registered as a Depository Participant with Central Depository Services Limited (CDSL). We are empanelled as members on the following exchanges:
- National Stock Exchange
- Bombay Stock Exchange
- Metropolitan Stock Exchange
Differentiated Approach
We are a research driven equities brokerage house. Our approach is built around first understanding client requirements and then suggesting relevant opportunities based on the client’s financial profile, backed by seamless execution capabilities.
Research-based Advisory
Our research team provides ideas and strategies suited for the High Net Worth Individual. The team is driven by a singular objective - to ensure superior quality of advice. We maintain a detailed coverage of a selected set of stocks from the investible universe, and regularly share stock-level, sector level, event-based and strategy reports.
Our Technical and Derivatives desk provides short term as well as positional ideas best suited for traders. This team has crafted innovative strategies with a track record of performance built over time. They can develop a high level of customisation according to your profile and investment needs.
This robust combination guarantees that our research-based advice is designed to create the best possible strategies for returns on investments for each client category.
Prestigious industry bodies and media have recognised Centrum Wealth Research for our research depth and sector coverage.
Portfolio Management
Our dedicated team of investment professionals enables Centrum Broking to provide both, discretionary and non-discretionary Portfolio Management Services to high net worth investors.
Multiple Platforms, Seamless Experience
Our interactive web platform and mobile application give you real time access to your investment account. Our superior security and technology support always ensures you have a seamless experience on any of our platforms.
Client-first Philosophy
We believe every client’s requirement is unique. Be it your needs of margin funding or loans against shares (through affiliates), we are fully equipped to cater to your distinct needs.Our ‘Phy-gital’ service proposition combines the best of our brick and mortar based service with our evolving digital client engagement platform.
Leadership
Sandeep has over two decades of experience in capital markets covering Wealth Management, Equity Broking, Private Client Services, Portfolio Management and Distribution. He has previously worked with Kotak Securities and HSBC. He is a qualified Chartered Accountant and a Cost Accountant.
Rohit has over 15 years of experience in Banking and Finance, Exchange Operations, MIS, Financial Statements and Audits. His last role was the VP of Finance for Yes Securities. He has also worked with Angel Broking, Artha Financial Securities, and Axis Securities.
Robust Back Office Operations and Support Team
Prudent Risk Management
Institutionalised Processes
Technology driven Back Office Support function
Full suite of business operations and support offerings for Partners
Advice Backed by Solid Research
Research Reports
Daily Reports
Weekly Reports
Industry Reports
IPO Reports
Strategy Reports
Company Reports
Advisory Products
Delivery Ideas
Investment Ideas
Niche Offerings
Momentum Trading products
Quantitative trading and investment strategies
Business Development Strategies
Periodic Product training
Regular conference calls with Domain specialists
Client On-boarding Support
Technology Support
Dedicated Partner servicing desk
Multiple Products and Services for Cross-Selling
Robust Technology Platform
Mutual Funds - Mobile and Web Portal (Robo advisory based)
Equities investing – Mobile and Web portal
Portfolio Restructuring Tools