Centricity WealthTech Pvt. Ltd. · Confidential · Prepared for client review · Generated by the Portfolio Review dashboard.
Portfolio ReviewCENTRICITY WEALTHTECH PVT. LTD.
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Daily MF Monitor
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PMS / AIF Analytics (Client SOA)
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Client SOA columns: Product Category · Scheme Name · Company Name · Corrected Name · Holding(%) · Sector · ISIN · SEBI Mcap
Bonds / Debt Analytics
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Direct bond/NCD columns: Instrument Name · % Allocation · Rating · Issuer
SIF Monitor
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Direct MF Monitor
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IRR Transactions
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Market Update slides
Embedded default · Jun 2026 (4)