About Us
Complete Circle Capital is a boutique wealth and asset management firm committed to redefining the way India builds, preserves, and grows wealth. Founded in 2015, we manage over ₹4000 Cr in Assets Under Management (AUM) and operate across 8 cities with a team of 60+ seasoned professionals.
With an integrated approach across mutual funds, proprietary PMS, offshore investments, tax advisory, and estate planning, we serve a growing clientele with a sharp focus on trust, transparency, and tailored financial guidance. Our goal is simple - to ensure that every investor moves towards financial freedom with clarity, confidence, and conviction.
Our Journey So Far
From ₹0 Cr AUM and 3 employees in 2015 to ₹4000+ Cr and 60+ professionals in 2025 - our journey is built on performance, passion, and purpose. We don’t just manage wealth; we build lasting partnerships.
We don’t just manage wealth: we build lasting partnerships.
Our Vision
To build a firm that exemplifies excellence in wealth stewardship, where decisions are grounded in unbiased research, disciplined risk management, and enduring client relationships. Our vision is to create an advisory ecosystem where capital is protected, opportunity is captured, and prosperity is sustained across generations.
Our Mission
Our mission is to unite time-tested investment wisdom with modern portfolio science, adapting continuously to new asset classes, technology, and risk frameworks.
We aim to keep clients advantaged in every market environment, safeguarding capital while enabling sustainable long-term growth.
AMFI Registration
AMFI Registration Number ARN-102489
Date of Registration: 03/06/2015
ARN valid till: 02/06/2027
Frequently Asked Questions
Who are the promoters of Complete Circle Capital Pvt. Ltd.?
The enterprise was founded by three senior wealth managers, each of whom has over 12 years of wealth management expertise with retail and high nett worth people, as well as past experience with banks and NBFCs. Please see our About Us section on MyfirstCrore.com for more insights & Ideas.
What are the benefits of Complete Circle Capital Pvt. Ltd.?
Online portal for investing in mutual funds that is simple and transparent. Transactions are made easier, more convenient, and more secure. Financial literacy, financial awareness, and the simplification of investing decisions. Host of Value Added Services, such as help with filing IT returns and legal services such as succession planning and will writing. Sincere, open, and a one-stop-shop for all of your investing requirements
What makes Complete Circle Capital different from other wealth platforms?
We go beyond investment products. CCC gives you a dedicated Relationship Manager, proprietary planning tools, and a deeply personalized strategy - all grounded in research, life-stage needs, and your long-term goals.
Do I need to be ultra-wealthy to work with CCC?
Not at all. We work with growth-minded professionals, first-gen investors, business families, and legacy planners. Our approach is customized to who you are, not just what you earn.
