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Complete Circle Wealth Solutions LLP is a SEBI-registered Portfolio Management Services (PMS) firm focused on simplified, equity-led wealth management. The firm positions itself as a pioneer in niche, equity-based portfolios designed for long-term capital creation. With over 100 years of combined team experience, it aims to transition Indian investors from traditional savings orientation toward disciplined equity investing. The firm offers customized wealth management solutions aligned to individual financial goals, risk appetite, and long-term aspirations.
The firm follows a holistic portfolio management framework that begins with detailed investment ideation and strategy formulation, followed by disciplined review and goal-oriented execution. Its flagship PMS strategy, 'Complete Circle Digital Compounders', focuses on investing in businesses with durable competitive advantages, strong governance standards, economic moats, and technological leadership. The investment approach emphasizes long-term structural growth trends, variant perception, and unconstrained thinking. Portfolios are diversified across listed equity opportunities while maintaining a focus on sustained capital appreciation with controlled volatility. The firm integrates financial planning, portfolio review, and strategic allocation to ensure alignment with long-term wealth creation objectives.
Kshitiz Mahajan
CEO & Managing Partner
A seasoned invitee at management institutions like MDI, IIFT, SRCC College and popular mutual fund platforms – Kshitiz is a well-known name in the equity community. An ardent reader, he loves to stay updated with the latest market insights. His views on personal finance are published in esteemed journals like Mint, Hindustan Times, Outlook Money and more. You can catch his views on the market and global trends regularly at business news broadcasters like CNBC TV18, CNBC Awaaz, Bloomberg and Zee Business.
Gurmeet Chadha
CIO & Managing Partner
An entrepreneur since 2015, Gurmeet has created a niche among his clientele. A firm believer in team identity and team effort, he loves the diversity of ideas at Complete Circle. Gurmeet brings the rich experience of serving retail and corporate clien
Navneet Saluja D’Souza
Head of Research
Navneet is the backbone of all research at Complete Circle Capital. She is a hard-core equity enthusiast and a veteran of Indian Business News. In her past roles, she was associated with business news broadcasters like ET NOW, Bloomberg TV & Bloomberg Quint in the capacity of an Anchor and Research Analyst.
Pragya Bhardwaj
Research Analyst
Pragya brings experience and expertise in tracking the performance of diverse sectors. She adds depth to the team via her past research roles in tracking and finding value in listed mid-caps, with a special focus on capital goods, FMCG, power & infrastructure. In her earlier roles, she has worked with CNBC TV18 and Emkay Global Financial Services.
Vinod Singhania
Compliance Officer
Mr. Vinod Singhania is a seasoned finance and compliance professional with 45 years of experience across leading organizations. He is a Fellow Member of the Institute Of Chartered Accountants of India and has rich experience in Financial Planning, Commercial diligence, Designing of Internal Control and MIS systems, Audits, Taxation, Corporate Laws, and Legal compliance. In his last stint, Mr. Singhania was the CFO of Mankind Pharma for 8 years.
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Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Gautam Baid
Equity Advisor
Gautam Baid, CFA, is the Managing Partner of Stellar Wealth Partners India Fund, a Delaware-based investment partnership which is available to accredited investors in the US. Gautam is author of the international best-seller on value investing, The Joys of Compounding. Previously, Gautam served as portfolio manager at Summit Global Investments, an SEC-registered investment advisor based in Salt Lake City, USA. Gautam is a CFA charter holder and member of CFA Institute, and in 2018 and 2019, he was profiled in Morningstar’s Learn From the Masters series.