Centricity WealthTech

From tax planning to wealth planning.

For Anand Kumar Sharma, understanding his clients’ financial lives was never the challenge. The challenge was having the right platform to help them achieve their investment goals.

Since joining Centricity in September 2025, he has built an AUM of ₹28 Crores across Mutual Funds and Alternate Products, leveraging powerful planning tools, portfolio analytics, and a comprehensive product basket to deliver greater value to his clients.

Watch him share how technology and the right support have helped him elevate the client experience at Elevate2026.

Insurance is not just about selling policies. It's about understanding clients, identifying their needs, providing the right solutions, and supporting them when they need it the most.

Watch this advisor's experience with OneSure and discover how access to training, relationship managers, operational support, and multiple insurance solutions can help advisors serve clients more effectively.