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City : Mumbai
Circle Wealth Advisors Pvt. Ltd. is a niche wealth management firm focused on managing the complete financial lives of individuals. We cater to professionals employed in corporate organizations and self-employed business personnel. We provide fee-based advisory services across asset classes. Our focus is to take away complete management of an individual’s finances such that they can focus on their core competency of revenue generation. We align the current savings to meet the future financial goals in a tax-efficient manner. Our actions originate from our belief system as follows –
1. The very reason for our engagement is to constantly deliver VALUE to our customers such that they are at peace with their finances
2. Any advice will be such that we would want for ourselves if we had been in the clients’ situation.
3. Being transparent in all our actions builds the foundation for long-term engagement and win-win for both clients as well as us.
We believe in working with a limited number of clients and providing them with 360-degree advisory on their complete finances. We do not believe in revenue targets, building stronger relationships is the key.
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