Complete Circle Consultants, our boutique financial and wealth management firm founded in October 2015.

A combined experience of over 50 years, our core management team is represented by experienced individuals with exposure to Asset management, Retail & Private banking, Financial planning and Research. Organizations represented include Citibank, Reliance Asset Management, Axis Asset Management, Motilal Oswal Asset Management and HDFC Private Banking.

We have currently been entrusted with managing financial assets totalling 820 Crores spread across 710 individuals / corporate houses and would be keen to initiate a dialogue with a view to discuss a roadmap on the value add we provide as compared to regular investment channels. With enhanced and customized wealth management solutions at the forefront, some inclusions in our services bouquet are Real estate, Succession and Tax planning, Legal consultation, Philanthropy and Angel investing.

Our Vision:

To be a trusted name contributing to the transformation of India from country of Savers to a country of Investors.

Our Mission:

To engage with people, educate them about the significance of financial planning, encourage them to invest regularly, empower them to take informed investment decisions and experience the easy & economical route to investing.