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DESCRIPTION
SEBI registered investment advisor RIA, boutique wealth management company focused on delivering transparent, unbiased financial advice through the financial planning process. We create personalised financial plan best suited to individual families to help them achieve their financial goals. We act as a trusted financial advisor by becoming a CFO to the family and manage their entire wealth across different asset classes. Our services include Budgeting, Goal Planning, Asset Allocation, Risk Management, Estate Planning, Retirement Planning, Education funding, Risk profiling, Liability management, Tax planning, Tax harvesting strategies. We have clients all across India and NRIs across 5 continents and offer fee-based investment advisory.
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AMENITIES & SERVICE OPTIONS
Amenities and service options for this business are being updated. Contact them directly for details.
HIGHLIGHTS & FEATURES
Business Highlights
4.9 Rated36 verified reviews
Financial AdvisorsVerified category
Ghatkopar EastMumbai
BUSINESS HOURS
MondayClosed
TuesdayClosed
WednesdayClosed
ThursdayClosed
FridayClosed
SaturdayClosed
SundayClosed
LOCATION & MAP
Madhava Premises, 701/702, adjacent to Family Court, E Block BKC, Bandra Kurla Complex, Bandra East, Mumbai, Maharashtra 400051
REVIEWS (36)
Write a Review4.9
★★★★★
36 reviews
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P J
Ghatkopar East · 7 months ago
Circle wealth, led by Mukul and Saurabh, and enabled by a...
Circle wealth, led by Mukul and Saurabh, and enabled by a fantastic team, have been helping me on the financial planning and investment front, for last 20+ years, even as they have undergone their own evolution and maturity. Highlights being - financial knowledge & research, customized strategy, honesty & humility, relationship & trust focus, flexibility, and not market impulsive. Highly recommended for their services.
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Shraddha Waikar
Ghatkopar East · 1 year ago
I’ve known Mukul for over a decade, and during this time,...
I’ve known Mukul for over a decade, and during this time, he has consistently proven to be an invaluable advisor and friend. When I decided to work with Mukul and Shreya at Circle Wealth Advisors, I knew I was in capable hands, but they have exceeded my expectations time and again. Shreya, in particular, stands out for her patience and her ability to explain even the most complex investment strategies with clarity and care. She takes the time to ensure I am comfortable with every decision, patiently walking me through the options until I have a clear understanding of the reasoning behind each recommendation. This thoughtful approach has made me feel confident in our investment choices and more engaged in the process. Mukul’s deep knowledge of the financial landscape, combined with his knack for understanding the evolving market trends, has been instrumental in helping me navigate through various financial challenges and opportunities. His dedication to aligning my investments with my unique goals has helped me stay on track, even during uncertain times. Their holistic and personalized approach has made a significant impact on my financial journey, delivering growth that aligns perfectly with my long-term vision. Working with Mukul and Shreya has been a truly enriching experience—one that goes beyond mere numbers. They’ve provided the expertise and support I needed to reach my financial goals, and for that, I am immensely grateful. I wholeheartedly recommend Circle Wealth Advisors to anyone seeking a team that genuinely cares about your success and well-being.