About
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Contact Information
| Phone | 099670 67652 |
|---|---|
| Address | Madhava Premises, 701/702, adjacent to Family Court, E Block BKC, Bandra Kurla Complex, Bandra East, Mumbai, Maharashtra 400051, India |
| Website | https://cwa.co.in/ |
| Location | 19.0562571, 72.8522444 |
Opening Hours
| Monday: 9:00 AM – 6:00 PM |
| Tuesday: 9:00 AM – 6:00 PM |
| Wednesday: 9:00 AM – 6:00 PM |
| Thursday: 9:00 AM – 6:00 PM |
| Friday: 9:00 AM – 6:00 PM |
| Saturday: 9:00 AM – 6:00 PM |
| Sunday: Closed |
Categories / Tags
Reviews
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.
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.
Circle Wealth Advisor provides a trustworthy, 360-degree approach to financial planning. Their team is incredibly helpful, offering clear guidance with integrity and objectivity. Highly recommended for anyone looking for honest and comprehensive investment advice.
Circle Wealth & I have been working together since 2015. This has included working with me as I have moved from Mumbai to New Delhi, then relocated to Saudi Arabia for a couple of years and then through my move to UK. Throughout, they have been trusted advisors, providing investment counsel and helping to manage my portfolio while providing regular updates (both in-person and virtually). I have been pleased with my experience and plan to continue to work with them as my future goals evolve.
Circle Wealth Advisors Pvt Ltd develop an overall strategy for our client to meet their needs and goals through an array of Wealth Management service, that includes 3 steps which are Planning, Execution and Monitoring.
At Planning stage, we establish details about your assets and liability, income and expenditure, your relationship with the money, goals and aspirations for the short as well as long term, and also your commitment to meet your objective. After getting the understanding of the data gathered, we create a goal based plan, in which we align your all current investment with your goals and assess if there are any gaps in the current situation. Later, we present our recommendations in the written format which is our action plan.
At Execution stage, we implement the mutually agreed action plan. We will execute the plan only after your consent and not before that.
At Monitoring stage, which is also the most crucial part of the process of wealth management because it is the long term plan and it requires regular quarter as well as annual reviews. Any changes in circumstances, goals, preferences can be inculcated in the plan will during the review. We keep checking returns generated, corpus required for our goal is same, whether the planned goals are relevant or not and any new goals or aspiration being added.