Centra Advisors

Mumbai, India Founded: 2018 • Age: 8 yrs
Offers equity advisory and wealth management for personalized investment solutions.

About Centra Advisors

Centra Advisors is a Financial Services company based in Mumbai (India) founded in 2018. It offers equity advisory and wealth management for personalized investment solutions. It operates on a B2B model. Its Indian entity Centra Insights Llp reported revenue of β‚Ή1.4 Lakh. Centra Advisors offers products and services including Equity Advisory and Wealth Advisory. Its focus areas include FinTech, Investment Tech, Wealth Advisory and Financial Planning. Its competitors include Muthoot Fincorp, Stratzy, Motilal Oswal Private Wealth, Muthoot Group and Fortune Wealth Management and 3 more; 1 of its 8 listed competitors has raised funding.

Company details

Centra Advisors, based in Mumbai, India, delivers tailored equity and wealth advisory services to clients seeking financial growth. The firm uses independent research and client-specific strategies to manage investments, focusing on risk protection and market opportunities. Led by experienced professionals, it assists in wealth creation through honest advice and partnerships with experts in finance.

  • Headquarters Mumbai, India
  • Sectors
    Financial Services
  • Email
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  • Phone
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  • Website centra.co.in
  • Legal Name Centra Insights Llp
  • Date of Incorporation 22 Jun, 2018
  • Jurisdiction Mumbai, Maharashtra, India
Key Metrics
  • Annual Revenue
    ₹1.4 Lakh

    FY 2021 · -12% YoY

Products & Services of Centra Advisors

Centra Advisors offers a comprehensive portfolio of products and services, including Equity Advisory and Wealth Advisory.

Equity Advisory
Investment Services

Provides tailored investment solutions based on client risk and aspirations.

Wealth Advisory
Wealth Management

Offers comprehensive planning for family and corporate financial goals.

Board of directors of Centra Insights Llp (Centra Advisors)

Centra Insights Llp is the primary company behind Centra Advisors. The board of Centra Insights Llp currently have 2 directors; the longest-serving is Jeet Rasik Gala, appointed in 2018. 1 earlier director has ceased.

DirectorDesignationAppointedTenureEntity
Jeet Rasik Gala
DIN 02707130
Designated Partner22 Jun 20188 yrs 4 moCentra Insights Llp
Manali Jeet Gala
DIN 09537398
Designated Partner01 Apr 20224 yrs 6 moCentra Insights Llp

Financials of Centra Advisors

Figures of Centra Insights Llp, the primary company behind Centra Advisors, for FY 2021. Revenue was ₹1.4 Lakh (-12% year on year).

  • ₹1.4 LakhRevenue · FY 2021 · -12% YoY

Balance sheet, profit and loss, cash flow and ratios of Centra Insights Llp are on its company page.

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Detailed financial statements for Centra Advisors

Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.

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Competitors of Centra Advisors

Centra Advisors has 8 listed competitors in our database, 1 of them funded. They include Muthoot Fincorp, Stratzy, Motilal Oswal Private Wealth, Muthoot Group and Fortune Wealth Management, among others.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
muthootfincorp.com1887Thiruvananthapuram, India–40,991
Non-banking financial company specializes in providing a range of financial products & services
stratzy.in2021Mumbai, India$800,000–
Provider of wealth management services
motilaloswalpwm.com2007Mumbai, India–7,917
Offers comprehensive wealth management services, including portfolio advisory and financial planning.
muthootgroup.com1887Ernakulam, India–28,933
Diversified operations are conducted across multiple industries by Muthoot Group.
fortunewmc.com2004Coimbatore, India–19
Provides investment management, broking, and wealth creation services for clients in India.
amrapali.com1988Silvassa, India–36
Investment management services are provided to clients by the firm.
wmuindia.com2011Bengaluru, India––
Offers private wealth management, family offices, and investment banking services.
ladderup.com1993Mumbai, India––
Boutique investment bank focused on middle market
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Detailed competitors of Centra Advisors

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Top companies in Investment & Wealth Tech

10 companies that operate in the same segment as Centra Advisors (Investment & Wealth Tech), ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Cloud-based website builder tool
2003New York, New York, United StatesUSD 591.5 MUSD 16.79 M2,161
Provider of consulting, managed services, and technology solutions for financial services
2010London, England, United KingdomUSD 90.15 M––
Alternative investment platform for startups and investors is operated.
2010San Francisco, California, United StatesUSD 100 M–523
Web3 infrastructure solutions are offered via a blockchain platform.
2021Palo Alto, California, United StatesUSD 336 M–186
Mutual funds, portfolio management, and retirement planning services are offered.
2001Mumbai, Maharashtra, IndiaUSD 142.4 MUSD 180.76 M1,840
Investment advisory, insurance distribution, and risk management services are provided.
1998Chicago, Illinois, United StatesUSD 1.6 B––
Investment consultant for future & options and commodities
1987Kochi, Kerala, India–USD 71.52 M2,690
Developer of a platforms offering credit score checks
2021Jakarta, Jakarta, IndonesiaUSD 12.4 M––
AI-enabled financial planning and advisory solutions are provided for individuals.
2018New York, New York, United StatesUSD 222.01 M––
Venture capital investments and support for entrepreneurs in technology and innovation sectors.
1911Redwood City, California, United States–USD 691.23 K–
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Frequently Asked Questions about Centra Advisors

Centra Advisors was founded in 2018.

Centra Advisors is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.

The primary company behind Centra Advisors, Centra Insights Llp, reported revenue of β‚Ή1.4 Lakh for FY 2021, down 12% year on year.

Centra Advisors, based in Mumbai, India, delivers tailored equity and wealth advisory services to clients seeking financial growth. The firm uses independent research and client-specific strategies to manage investments, focusing on risk protection and market opportunities. Led by experienced professionals, it assists in wealth creation through honest advice and partnerships with experts in finance.

Centra Advisors's top competitors include Stratzy, Muthoot Fincorp and Muthoot Group.

Centra Advisors offers Equity Advisory and Wealth Advisory.

Centra Advisors operates through Centra Insights Llp.

The legal entities of Centra Advisors currently have 2 directors, including Jeet Rasik Gala, Manali Jeet Gala.

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