Centricity WealthTech has named Kartik Kini as Chief Strategy and Execution Officer for Centricity WealthTech–Invictus, marking a key move to scale its high net worth (HNI) and ultra-high net worth (UHNI) vertical.
Kini brings over three decades of experience in financial services, with deep expertise in wealth advisory and a track record of building and transforming businesses. In his new role, he will lead strategic execution across the firm’s private wealth ecosystem, spanning Registered Investment Advisors (RIAs), family offices, and product platforms. His mandate also includes strengthening market positioning and enhancing UHNI engagement, governance, and client experience through a technology-led advisory approach.
Most recently, Kini served as Chief Operating Officer at Waterfield Advisors, where he oversaw enterprise operations, treasury, and technology transformation, while driving regulatory compliance, investor and board relationships, and brand governance. Prior to this, he was part of the founding team that established the wealth management business at Avendus, and has held senior leadership roles at Deutsche Bank and DSP Merrill Lynch.
In addition, the company recently executed a large-scale hiring initiative, onboarding 30 senior private investment bankers for its UHNI-focused Invictus vertical in a single day, underscoring its aggressive expansion strategy in the private wealth space.
The appointment comes amid a broader leadership expansion at Centricity WealthTech. The company has recently onboarded several senior leaders across functions, including Kamal Kishore as Chief AI & Engineering Officer (formerly Head of AI Engineering and Solutions at Tata Digital); Shvetank Mishra as Chief Business Officer for Invictus Private Wealth (previously Senior Vice President and Regional Head – Mumbai and Goa at ICICI Securities Private Wealth Management); Nirmal Rewaria as Chief Strategy and Execution Officer – Centricity OneDigital (with prior leadership roles at Standard Chartered Securities, Axis Securities, and Edelweiss Financial Services); and Himanshu Puri as Chief Strategy and Execution Officer – NRI Wealth (formerly Vice President – NRI Banking at DBS Bank).
Commenting on the appointment, Manu Awasthy, Founder & CEO, Centricity WealthTech, said, “At Centricity WealthTech, we believe that serving India’s most significant family offices calls for more than just expertise. It takes a rare blend of disciplined governance, relationship depth, and the conviction to think for generations. Invictus is the embodiment of that belief. With Kartik’s significant operational and wealth advisory expertise, we are positive that we will shape Invictus’ next chapter and accelerate growth, further strengthening the company’s position as the most trusted name in tech-enabled wealth management for India’s leading families.”
Kartik Kini expressed, “Centricity WealthTech’s vision of building a differentiated, client-first platform aligns strongly with the industry’s current trajectory, which is toward institutional-grade governance and increasing personalization. Invictus represents a compelling opportunity to accelerate this journey, particularly as the needs of families become increasingly complex. I look forward to working closely with the leadership team to scale the platform, deepen client engagement, and create enduring value through thoughtful and integrated solutions.”
