Circle Wealth Advisors Private Limited

🚀 I am thrilled to share that my counterpart and co-founder, Saurabh Mittal, CFA, was a distinguished speaker at the Cafemutual Alt Conference 2024 held yesterday at Taj Santacruz, Mumbai. During his insightful session on Portfolio Management Services (PMS) investments, Saurabh emphasized the critical role of PMS in a well-rounded wealth management strategy. He highlighted how a thoughtful asset allocation—integrating PMS—should align with your overall financial plan to achieve long-term success. As a leading financial advisor to high-net-worth families across India, with offices in Mumbai and Pune, we understand that every investment decision must be part of a cohesive strategy. At our firm, we tailor our wealth management solutions to each client's unique goals, ensuring their investment portfolio supports their broader financial planning objectives. In today's complex financial landscape, having a knowledgeable financial planner by your side is essential. Saurabh's presentation underscored the importance of making informed investment choices within a structured framework. We are proud to be at the forefront of delivering expert guidance to our clients, helping them navigate their financial journeys with confidence. #WealthManagement #FinancialPlanning #AssetAllocation #PMS #FinancialAdvisor #FinancialPlanner Kinjal Shirsat Shreya Tulsyan Sakshi Shah Harsh Roongta Aneez Fatima

We're thrilled to share that Circle Wealth Advisors Pvt Ltd sponsored a fundraiser event organised by DLRC Pune , Pune, supporting SAMAJHBAND, an inspiring NGO dedicated to spreading awareness about hygienic menstrual care and providing sustainable solutions through cloth pads for tribal women! But that's not all! Our co-founder Mukul Agarwal took the opportunity to interact with the parent community, sharing valuable insights on creating wealth and securing a brighter financial future. We're proud to have been a part of this event, supporting a noble cause. A huge thank you to team DLRC - Mona Dalmia Ajay Dalmia and Pavan Iyengar for organizing this event and bringing us together for a greater good! #CircleWealthAdvisors #DLRC #SAMAJHBAND #MenstrualHygiene #Sustainability #Empowerment #TribalWomen #NGO #Fundraiser #WealthCreation #FinancialLiteracy #MukulAgarwal

We're #hiring a new Admin cum Accounts Executive in Mumbai, Maharashtra. Apply today or share this post with your network.

We're #hiring a new Admin cum Accounts Executive in Mumbai, Maharashtra. Apply today or share this post with your network.

We're #hiring a new Relationship Manager in Pune, Maharashtra. Apply today or share this post with your network.

Just a little clarification: We don't choose PMS over MFs and are product agnostic. In my experience, investors and distributors invest in PMS for the wrong reasons, mainly higher returns. Like any other product, PMS has its own pros and cons, and one should take exposure only if one understands these nuances completely. Thank you, Cafemutual, for providing the platform to discuss these in detail. Mukul Agarwal Circle Wealth Advisors Private Limited

We had the incredible opportunity to conduct an exclusive webinar for the dynamic team at AntMyERP, focused on helping employees take control of their financial lives and build sustainable long-term wealth with our co-founder Mukul Agarwal The session provided practical insights into strategic financial planning, budgeting, and investment management. Attendees walked away with a deeper understanding of proven techniques to manage their finances more effectively, including actionable steps to align their personal financial goals with long-term wealth-building strategies. We also delved into common financial pitfalls and how to avoid them, ensuring employees feel confident about making informed decisions in uncertain times. The feedback has been overwhelmingly positive, with many participants feeling empowered and inspired to apply these strategies to their finances immediately. It’s always rewarding to see a group so engaged in shaping their financial future, and we’re grateful to have played a part in their journey. 🌱💼 #FinancialPlanning #WealthBuilding #EmployeeWellbeing #PersonalFinance #AntMyERP #FinancialFreedom #Investments #FinancialAdvisor #WealthManagement #FinancialPlanner Saurabh Mittal, CFA Arvind Didwania Harsh Roongta Shreya Tulsyan Sakshi Shah Kinjal Shirsat Aneez Fatima

Our Director, Saurabh Mittal, CFA, has been featured in a Times Group article by Irene Fernandes for his insights on financial inclusion. Join us in celebrating this milestone as we continue empowering individuals through financial planning and managing wealth with appropriate asset allocation! #FinancialInclusion #WealthManagement #FinancialPlanning #SaurabhMittal #CircleWealthAdvisors #TimesGroup Mukul Agarwal

At Circle , we believe in looking beyond the surface. In a market crowded with price chasers, our focus remains steadfast on uncovering true value. By understanding the intrinsic worth of our investments, we guide our clients towards informed and sustainable financial growth. Let's prioritize value over price and build wealth that lasts. 💡📈 #CircleWealthAdvisors #InvestmentWisdom #ValueInvesting #FinancialStrategy #PhilipFisher #WealthManagement #financialplanning #financialfreedom #financialplanner #wealthmanagement #riskmanagement #assetmanagement #retirementplanning #mutualfunds Mandatory disclosure by SEBI-https://lnkd.in/dXKnf8RK

🌟 Diversification Advice from Sir John Templeton 🌟 At Circle, we champion the principle of diversification to safeguard investments. Sir John Templeton's timeless advice highlights the importance of spreading risk across various assets to achieve greater financial security. 🔍 Key Takeaway: Diversification is a fundamental strategy to mitigate risk and enhance the stability of your investment portfolio. #InvestmentWisdom #JohnTempleton #Diversification #RiskManagement #CircleInvestments #FinancialSecurity #SmartInvesting #financialplanning #financialfreedom #financialplanner #wealthmanagement #riskmanagement #assetmanagement #retirementplanning #mutualfunds Mandatory disclosure by SEBI-https://lnkd.in/dXKnf8RK