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SEBI-Registered Mutual Fund Distributor

Your Wealth.
Our Mission.
Every Step.

At Centaur Wealth, we combine the strength, wisdom, and vision symbolised by the centaur to guide you toward financial freedom — through disciplined investing, expert advisory, and personalised goal planning.

100%
GOAL-BASED APPROACH
₹0
ADVISORY CHARGES
2500+
FUNDS ACROSS AMCs
SEBI
REGISTERED & COMPLIANT

Important Notice: Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance is not indicative of future results. Centaur Wealth is a SEBI-registered Mutual Fund Distributor and does not provide investment advice as defined under the SEBI (Investment Advisers) Regulations, 2013.

Why Choose Us

Strength & Wisdom.
Like a Centaur.

Just as the centaur combines human intellect with raw strength, Centaur Wealth blends deep financial expertise with the power of top-performing funds — giving your portfolio an edge that stands apart.



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Conflict-Free Distribution

We are a distributor, not a manufacturer. We pick funds basis your needs, not commissions — because your growth is how we grow.

Lifelong Goal Planning

Retirement, child education, home purchase — we map each goal to a tailored fund portfolio with real timelines and tracking.

Transparent & SEBI-Regulated

Full disclosure of commissions, direct plan options explained, and complete regulatory compliance. No hidden charges. Ever.

Dedicated Relationship Manager

A single point of contact who knows your portfolio inside out — available on call, WhatsApp, or in person for reviews and queries.

Our Services

Everything You Need to Build Lasting Wealth

01

Mutual Fund Distribution

Access 2500+ mutual fund schemes across 40+ AMCs. We help you select equity, debt, hybrid, and sectoral funds aligned to your risk appetite and investment horizon.

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02

SIP Planning & Execution

Systematic Investment Plans as low as ₹500/month. We design your SIP portfolio, set up auto-debit mandates, and monitor performance with periodic reviews.

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03

Goal-Based Financial Planning

Retirement corpus, child's education, marriage fund — we reverse-engineer your goal into the right investment amount, timeline, and fund mix today.

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04

Portfolio Review & Rebalancing

Markets change. Your portfolio should adapt. We offer quarterly reviews and rebalancing to ensure your allocation stays on track with your objectives.

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05

Tax-Saving Investments (ELSS)

Save up to ₹1.5L in taxes under Section 80C while building long-term equity wealth. ELSS funds offer the shortest lock-in (3 years) among all 80C options.

Save Tax Now →
06

NRI Investment Advisory

Specialised guidance for NRIs looking to invest in Indian mutual funds. Full assistance with NRO/NRE account setup, KYC, FATCA compliance, and repatriation.

NRI Services →
Financial Calculators

Plan Your Wealth. See the Numbers.

Use our interactive calculators to estimate corpus, returns, and monthly investments needed for your goals.

₹10,000
12%
15 yrs

Disclaimer: Returns shown are illustrative and not guaranteed. Mutual fund investments are subject to market risk.

Estimated Corpus
₹75,84,565
Total Invested ₹18,00,000
Wealth Gained ₹57,84,565
Return Multiple 4.2×
Start This SIP Today ↗
₹1,00,000
12%
10 yrs

Disclaimer: Returns shown are illustrative. Past performance is not indicative of future results.

Estimated Corpus
₹3,10,585
Amount Invested ₹1,00,000
Wealth Gained ₹2,10,585
CAGR 12%
Invest a Lumpsum Now ↗
₹50L
15 yrs
12%

Disclaimer: Projections are indicative. Actual returns may vary depending on market conditions.

Required Monthly SIP
₹7,845
Or One-Time Lumpsum ₹16,12,000
Total SIP Investment ₹14,12,100
Wealth to Be Created ₹35,87,900
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SEBI-Compliant Investing Tips

Invest Smarter. Grow Steadily.

Guidance rooted in SEBI's investor education framework — designed to help you make informed, disciplined investment decisions.

1Know Your Risk Profile First

  • Complete a Risk Profiling questionnaire before investing — SEBI mandates this for every investor.
  • Conservative, Moderate, and Aggressive profiles each suit different fund categories.
  • Your risk appetite changes with age, income, and financial goals — reassess annually.
  • Don't let market movements override your long-term risk profile.

2Start SIPs, Not Lump Sums

  • Systematic Investment Plans reduce timing risk via rupee-cost averaging.
  • SIPs instill financial discipline — you invest before you spend.
  • Even ₹500/month started at 25 can build significant wealth by 55.
  • Increase your SIP amount by 10% every year to match income growth (Step-Up SIP).

3Diversify Across Fund Categories

  • Never put all your money in a single fund or AMC — spread across categories.
  • Balance equity (growth) with debt (stability) based on your horizon.
  • International funds offer diversification beyond Indian market cycles.
  • SEBI's fund categorisation framework (2017) ensures clear category definitions.

4Hold Long. Stay Invested.

  • Equity markets are volatile short-term but trend upward over 7–10 years.
  • Exiting at market lows locks in losses — history shows recoveries always come.
  • Time in the market beats timing the market, consistently.
  • Review and rebalance annually — not reactively after news events.

5Understand Your Costs

  • Expense Ratio eats into returns over time — prefer funds with lower TERs for same category.
  • Regular vs Direct plans: Regular plans have higher TERs due to distributor commissions.
  • Exit loads apply if you redeem early — always check the fund's load structure.
  • LTCG on equity funds is taxed at 12.5% above ₹1.25L; STCG at 20% (Budget 2024).

6Use ELSS for Tax + Wealth

  • Equity Linked Savings Schemes offer ₹1.5L deduction under Section 80C.
  • 3-year lock-in — the shortest among all Section 80C instruments.
  • Don't treat ELSS purely as tax-saving — they are equity funds with real wealth potential.
  • Continue SIPs in ELSS beyond lock-in for compounding benefits.

Regulatory Disclosure (SEBI)

Centaur Wealth is a SEBI-registered Mutual Fund Distributor. We earn trail commissions from AMCs on the regular plan AUM managed through us. We do not charge advisory fees directly from investors. Investors are advised to read all Scheme Information Documents (SID) and Key Information Memorandums (KIM) carefully. Investments in mutual funds are subject to market risks — past performance is not indicative of future returns. Investors are advised to consult their financial advisor before investing.

Our Process

4 Steps to Financial Clarity

A simple, structured onboarding experience that gets you investing in under 48 hours.

1

Free Consultation

A 30-minute call to understand your financial situation, goals, income, liabilities, and investment history.

2

Risk & Goal Mapping

We run a risk profiler and map each of your financial goals to specific investment timelines and amounts.

3

Fund Selection

We curate a personalised portfolio of 4–6 funds across categories, AMCs, and fund managers — explained clearly.

4

Invest & Track

We help you complete KYC, set up SIP mandates, and provide a live portfolio dashboard. Quarterly reviews included.

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Investor Stories

Trusted by Investors Across India

★★★★★
"Subhadip explained everything so patiently — from risk profiling to fund selection. My first SIP was set up within 2 days. I finally feel confident about my financial future."
RP
Rakesh Poddar
IT Professional, Bangalore
★★★★★
"Unlike other advisors who just pushed products, Centaur Wealth actually asked about my goals and built a plan around them. Quarterly reviews keep me on track."
SM
Sujata Mukherjee
Teacher, Kolkata
★★★★★
"My NRI account setup was seamless. They handled all the FATCA paperwork and explained repatriation rules clearly. I've referred 3 colleagues already."
AK
Arjun Kumar
Software Engineer, Dubai

Ready to Start Your Wealth Journey?

Your first consultation is completely free. No sales pressure, no jargon — just honest, goal-focused financial guidance.

Get In Touch

Let's Talk About Your Goals

Whether you're starting your first SIP or restructuring an existing portfolio, we're here to help — at zero cost to you.

Phone / WhatsApp

+91 82502 74232

Working Hours

Monday – Saturday, 9:00 AM – 7:00 PM IST

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