Complete name of Investment adviser as registered with SEBI

Circle Wealth Advisors Private Limited

Type of Registration

Non-Individual

Registration number, validity of registration

Registration Number INA000016782. dated 21st March 2022 till perpetual.

BASL Membership No: 1788

CIN of the Company: U74999MH2016PTC284685

Complete Address with telephone numbers

Registered office: 701/702, Madhava Building, BKC, Adjacent to Family Court, Bandra Kurla Complex, Bandra East, Mumbai 400051.

Telephone: +91 02228383000

Contact Details of the Principal Officer

Saurabh Subhash Mittal – (Mobile No: 9967067652 and Email id: saurabh@cwa.co.in)

Contact Details of the Compliance Officer

Roopali Pandurang Khadke – (Mobile No: 9975100826 and Email id: compliance@cwa.co.in)

Corresponding SEBI regional/local office address

SEBI Bhavan Bandra Kurla Complex Bandra East Mumbai 400051

Mandatory disclosure by SEBI

“Investments in securities market are subject to market risks. Read all the related documents carefully before investing.”

“Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors”.

"We cannot promise or guarantee an assured risk-free return to the investors. We cannot imply any assured returns or minimum returns or target return or percentage accuracy or service provision till achievement of target returns or any other nomenclature that gives the impression to the client that the investment advice/recommendation of research report is risk-free and/or not susceptible to market risks and/or that it can generate returns with any level of assurance.”