Kartik Kini named Chief Strategy and Execution Officer for Centricity WealthTech–Invictus

Kartik had earlier served as Chief Operating Officer at Waterfield Advisors-

e4m by e4m Staff
Published: Apr 28, 2026 1:43 PM  | 2 min read
Kartik Kini named Chief Strategy and Execution Officer for Centricity WealthTech–Invictus
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  • Centricity WealthTech has appointed Kartik Kini as Chief Strategy and Execution Officer for Centricity WealthTech-Invictus, leveraging his over 30 years of experience in financial services and wealth advisory.
  • In his new role, Kini will enhance the strategic execution of private wealth services for Registered Investment Advisors, family offices, and product platforms, focusing on market positioning and client experience.
  • Previously, Kini served as Chief Operating Officer at Waterfield Advisors and was part of the founding team for Avendus' wealth management practice, with prior leadership roles at Deutsche Bank and DSP Merrill Lynch.
  • Both Kini and Centricity WealthTech's CEO, Manu Awasthy, emphasized the importance of governance and personalized service in addressing the complex needs of India's leading family offices.

Centricity WealthTech, a wealth-management startup, has announced the appointment of Kartik Kini as Chief Strategy And Execution Officer, Centricity WealthTech-Invictus.

“With a career spanning over three decades in financial services, Kartik brings rich experience in wealth advisory and a legacy of transformative contributions to the company. As Chief Strategy and Execution Officer, Centricity WealthTech–Invictus, he will focus on strengthening the strategic execution of ‘private wealth’ across Registered Investment Advisors (RIAs), family offices, and product platforms. Moreover, he will be instrumental in sharpening its market positioning and elevating UHNI engagement, governance, and client experience through a differentiated, technology-led advisory model,” stated a press release.

Most recently, Kartik served as Chief Operating Officer at Waterfield Advisors, where he led enterprise operations, treasury, and technology transformation while driving regulatory rigor, investor and board relationships, and firm-wide brand governance. Prior to this, Kartik played an integral role in setting up Avendus’ wealth management practice as part of its founding team and previously held senior leadership positions at Deutsche Bank and DSP Merrill Lynch.

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.”

 

Published On: Apr 28, 2026 1:43 PM