Our boutique financial and wealth management organisation, Complete Circle Capital Private Limited, was launched in October 2015.
Our core management team has a total experience of more than 50 years which includes professionals having experience in asset management, retail & private banking, financial planning, and research.
Our team members come with a rich experience from well known and well respected employers such as Citibank, Reliance Asset Management, Axis Asset Management, Motilal Oswal Asset Management, and HDFC Private Banking.
We are managing financial assets of more than 2000 crores from 1388 individuals and corporates. We are a team of 22 people who are highly motivated and come with diverse backgrounds that make our services even more differentiated and niche.
Just like google maps tell you how to reach to Point A from Point B, we at Complete circle capital tell you how to reach from point A to point B in your financial lives.
A one-stop shop for all your Wealth planning needs - we have all the services under one brand. Equities, Mutual funds, Bonds, Real Estate, Succession, tax planning, legal counselling, philanthropy, and angel investment.
To become a household brand that drives India's transformation from a country of savers to a country of investors! Build your plan with us!
Widen the investor base of India and encourage people to invest regularly so that they can beat the rising costs of living/inflation comfortably.
Engage with people, educate them and give them the tools that help them to make educated investment decisions in a very simple and cost-effective manner. Our Financial tools will lead you to your investment properly.
Our mission is simple - We make the investor win. When the investor wins, we win!