Pritpal Singh

Branch Manager at Centricity | Ex - NJ Wealth

Role
Branch Manager at Centricity WealthTech
Location
Panipat, HR, IN
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Pritpal Singh

Branch Head – B2B | Centricity WealthTech Panipat | Building Scalable Partnerships | Driving Access to Alternatives & Core Investment ProductsAs the B2B Branch Head at Centricity WealthTech, I lead the charge in expanding our footprint among wealth managers, financial advisors, and institutional partners. With a strong foundation in the wealth management industry, I focus on enabling professionals to access a tech-driven, all-in-one investment platform that brings both traditional and alternative investment opportunities under one roof.Centricity WealthTech is not just another investment platform—we’re purpose-built for the future of advisory. Our offering is robust and differentiated, designed to support financial intermediaries with access to: PMS (Portfolio Management Services) AIFs (Alternative Investment Funds) Unlisted Shares Mutual Funds Bank & Corporate FDsThrough our platform, we simplify complex products, enhance advisor productivity, and create scalable value across every client touchpoint. I work closely with partners to ensure seamless onboarding, product education, and ongoing support that drives long-term success. What I Focus On:B2B Sales & Strategic ExpansionPartner Acquisition & Relationship ManagementAdvisor Enablement & Product TrainingDriving Adoption of Alternative & Core ProductsStrengthening Centricity\'s Brand Presence in Key Markets Why Centricity?We understand that today’s investors want more than just mutual funds. They seek access, transparency, and intelligent diversification. We empower advisors with the tools and insights to deliver just that—efficiently and confidently.

Experience

  1. Branch Manager

    Centricity WealthTech

    Jul 2024 — Present · Panipat, IN

Education

  • Arya PG College Panipat

    B.com (Honours), Finance, Tax

    2016 — 2019

  • LPU Distance Education

    Master of Business Administration - MBA, Finance & Taxation

    2020 — 2022

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Pritpal Singh — Branch Manager at Centricity WealthTech in Panipat, HR, IN | Unifers