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.
Saurabh Mittal is the Founding Director of Circle Wealth Advisors Pvt Ltd, 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. His segment has received some great reviews and is been on air since April of 2012.
A Commerce Graduate and CFP, Saurabh has more than a decade`s experience in financial markets. Currently pursuing his CFA 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 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.
Starting off as a qualified Chartered Accountant and a tax expert, Harsh has been a serial entrepreneur and has successfully exited from his ventures. His venture-funded startups included Apnaloan.com and Apnapaisa.com.
In 1998 he was responsible for setting up ICICI’s retail lending business from scratch. He is also well known as a finance expert on popular TV channels like ET Now, CNBC, Zee business and writes a fortnightly column “Frankly speaking” in the Business Standard a leading business daily in India. He has authored a book titled “The Complete Home Loan Guide”. He has conducted numerous workshops on taxation and personal finance.
Putting together the best from his illustrious career he has created Fee Only Advisers LLP, his magnum opus. At Fee Only, our comprehensive list of services blends perfectly with a trusting client partnership. After all, you complete the financial metrics.
Administration & Accounts
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