“Our clients are successful individuals who want to focus their energy on core businesses, not digressing from the priority and passion to grow and secure their legacy. We as asset managers align ourselves as their family office to meet these goals.”
- Anuj Goel, SEO
We are a category 3C licensed firm, regulated by the Dubai Financial Services Authority (DFSA), offering independent and unbiased advice, while revitalizing our client’s portfolios.
Driven by the desire to deliver enhanced risk adjusted returns through our unique offerings as we understand our client's needs for investment strategies that are very diverse and go beyond “plain vanilla.” With a vision to empower our clients, we have built a firm that has internalized all the service disciplines, essential to a successful family office.
Our Core Values
Our Core Values
At Century Private Wealth, client relationships hinge on more than just service. We work towards a seamless, personalized client experience and act with utmost care fulfilling their needs and expectations.
Century Private Wealth has established strong fundamentals that allow us to serve our clients with professionalism, integrity, and a commitment to excellence. With our in-depth market insight and unwavering focus on service and innovation working together, we meticulously create tailored services to help our clients succeed and secure a prosperous future.
We believe in ``Simplicity doesn't go out of style.`` Working in a complex industry and within an ever-evolving technological environment, we've kept simplicity at the heart of all our businesses. Highly detailed information and processes are provided at every step to facilitate clients to take an easy decision.
The Best – it isn't everything, it's the ONLY thing. We believe that there is a tremendous opportunity to carve a niche of our own in the investment advisory market. Hence, we are devoted to identifying the best investment solution to our client's needs.
Establish ourselves as the “trusted advisors” in navigating finance and wealth’s complexities for our clients and their dynamic investment needs.
Our Unique Proposition
Our Unique Proposition
Optimal alignment, we are paid for performance
Ownership mindset with long-term horizon
Agnostic towards any banks’ products
Strategic Asset Allocation
Customized solutions for each family
Weekly reporting and monthly portfolio review
Quarterly investor calls
Simple and transparent fee arrangement
Robust, well research investment process
Risk centric investment process
Hedging at position & portfolio level
Truly bespoke offerings that resonate with the client
Anuj Goel brings over 15 years of experience in financial services gamut. Having worked in organizations with different visions and facets ranging from family offices to a bank, Anuj has been instrumental in successfully driving clients’ agendas.
Anuj brings years of wealth and asset management experience, working with some of the largest financial services providers like Kotak and Edelweiss.
Prior to joining Century Private Wealth, he has managed Union National Banks’ mutual funds and discretionary portfolio. He has also been part of a family office team managing a $500 million proprietary fund.
Anuj has been recognized as the Best Fund Manager for 3 years in a row by Euromoney. He holds MBA in Finance and is a dual Charterholder of both CFA and CMT certifications.
As an SEO of Century Private wealth, Anuj will be focused on growth across business verticals and geographies while ensuring the highest standards of client service and satisfaction.
Dilip JainHead of Compliance
Dilip has multi-faceted financial experience over his 20 years of banking career with Kotak Bank, ICICI Bank, Daiwa Capital, Nimai, in -India, UAE, Qatar and Bahrain. His experience spans from lease and hire purchase, asset securitization, indirect tax planning, credit- mortgages, risk, compliance, anti-money laundering, trade and corporate finance solutions.
He was the compliance officer for DFSA regulated firms (Category 3C and 4) having diverse business in wealth and asset management, payment services, advisory and arranging services. He was a faculty trainer at ICAI GMCS as well part of Core ICAI VAT trainer faculty.
As a qualified chartered and cost accountant, he is also Certified Anti-Money Laundering Specialist (ACAMS). He has done his executive management development programme in 2011 from IIM-Ahmedabad. He is also level 3 certified Risk in financial Services and Global Financial Compliance from CISI.
He also led knowledge sessions during UAE AML law implementation and has complied books on Customs, VAT, ESR and AML laws.
He lives in Dubai with Wife Neha, Daughter Purvi and Son Nilay. He was also a part of Guinness Record in Bahrain and has been featured in books like “Good Deeds” and “Pearls of Rajasthan”.
With over 28 years of top-level management experience in financial markets and services, Bal Krishen Rathore is a highly accomplished, ethical, and dynamic Chairman leading a team of highly qualified and experienced finance and investment professionals. He has developed astute skills and business acumen fostered over years of experience. He is responsible for driving the organization’s philosophy, its strategic goals, and objectives. Over the years, he has built a team of experienced and talented professionals from within and outside the industry who manage some of the most distinguished UHNI clients regionally. Bal Krishen is also well recognized in the industry and was recently featured in Arabian Business among the 100 inspiring leaders in the Middle East and was also conferred with the ‘Emerging Leader – Financial Services’ Award by Khaleej Times and ‘Most Admired Leader Asia’ Award by Herald Global.
An exemplary business leader with decades of experience who has played a vital role in expanding his family business across the globe. He secured the first ever license in mobile phone importing into Nepal and has also been instrumental in growing the UAE business of the group through his dedication, hard work and good management skills. A strong analyst in telecom devices market, he takes informed decisions with a local and a global perspective. As Managing Director at Century Financial Deepak Sawarthia brings a wide range of leadership expertise into the business. He brings open-mindedness into his path with a purpose and moves forward with others with a drive for success and change.
Nadeem KhanNon-Executive Director
Nadeem is currently a Non-Executive Director at Century Private Wealth. He brings a rich commercial banking and global investment experience, clubbed with a strong client relationship expertise. His vision and ability to nurture people and relationships has led to long-term growth and success for the organization. He is a seasoned financial professional and a calculated risk taker with deep OTC derivatives industry knowledge. In his early years he had worked as a Relationship Manager at Emirates NBD Bank and has had a long stint heading Institutional business with a leading investment firm in UAE across a broad range of asset classes, winning various awards for excellent performance. He has an insatiable interest in fintech, regtech and impact investing domains and is also a strong proponent for the United Nations – Sustainable Development Goals. He is a Certified Risk Analysts and a CISI certified financial professional
Pankaj JainNon-Executive Director
Pankaj is Non-Executive Director at Century Private Wealth. He holds expertise in financial operations. He boasts over two decades of experience in corporate finance, corporate governance, corporate & financial strategy, ERM, and ERP within global multi-billion organizations. He possesses strong qualifications in identifying gaps in executions of organizations goals, mobilization and deployment of resources. He has played a key role in shaping and executing growth strategies, setting up multiple businesses at different geographical regions, handling complex challenges and delivering a high standard of corporate governance. Pankaj is a qualified Chartered Accountant from the Institute of Chartered Accountants India, he has a post-graduation in Management and Entrepreneurship and is a Certified Internal Auditor from the Institute of Internal Auditors, USA.