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Team

Saurabh Mittal   Founder Partner - Circle Wealth

An avid biker, Saurabh loves riding his bullet anywhere he has to travel. Cash flow management being his forte, he advises our business clients' on prudently managing their cash flows, books of accounts and business life cycle management. He oversees compliance, investment management and research activities at Circle Wealth Advisors. A commerce graduate from K.C. College, he is a CFP (Certified Financial Planner) & an Associate of Insurance Institue of India. Saurabh lives with his wife, 2 sons and loving mother. He can be reached on [email protected]

Mukul Agarwal   Managing Partner - Circle Wealth

Mukul has more than a decade's experience in financial markets. Mukul manages client relationships, new client engagements and is responsible for ultimate client satisfaction. Prior to starting Circle Wealth Advisors, he worked in Marketing at Solution Enterprises and in client servicing at Resource Management Consultants. A commerce graduate from K.C. College, he lives with his wife, 2 kids and parents. He can be reached on [email protected]