How can we help you achieve your life goals without building strong relationships? The only way we can have you trust us in the long-term is when we build a strong relationship that grows as each of your investments grows with us.
Meet your very own team of experts who will be by your side as you begin your investing journey with us.
Team members
Saurabh Mittal, CFA
Founding Director & Principal Officer
Saurabh Mittal is the Founding Director, providing financial planning and wealth management services to its niche client base. Saurabh features daily on Radio One 94.3 FM and shares his insights about personal finance on the very popular show - Good Morning Mumbai with RJ Hrishi K since April of 2012. A Commerce Graduate, CFP and CFA charter holder, Saurabh has more than a decade`s experience in financial markets. He oversees the research, investment management, and compliance functions of Circle Wealth Advisors. Cash flow management is his forte and he advises Circle's business clients on prudently managing their cash flow and investments.
Mukul Agarwal
Founding Director
Mukul is an entrepreneur and financial coach.
He enables busy corporate executes in senior management to create long-term wealth for their families so that they can stop worrying about money and instead focus on what they truly love to do.
With two decades of experience in dealing with many families, Mukul is an experienced professional in wealth management with a practical understanding of real-life situations that people deal with their finances. He is also a certified mutual funds specialist, along with a certified Investment Adviser and certified Retirement Adviser.
Girija Agrawal
Para Planner