About Complete Circle Wealth
Complete Circle Wealth is a Technology company based in Delhi (India) founded in 2021. Complete Circle Wealth has raised $3 million across 1 funding round from investors including Rajeev Juneja, Arjun Juneja and Narinder Bajaj. Its chief executive, as recorded, is Kshitiz Mahajan. Its Indian entity Complete Circle Wealth Solutions Llp reported revenue of ₹7.14 Cr. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Financial Planners and Advisors. Its competitors include Dezerv, Wealthy and Nivesh; 3 of its 3 listed competitors have raised funding.
Company details
Financial planning and wealth management service provider. It provides portfolio management services with a focus on delivering long-term capital appreciation through expertly crafted investment portfolios. Its experienced team leverages a thorough understanding of the market to create personalized wealth management solutions for clients. It offers a range of investment options and advisory services to help clients achieve their financial goals.
- Headquarters Delhi, India
- SectorsTechnology
- Website completecirclewealth.com
- Social LinkedIn Facebook
- Legal Name Complete Circle Wealth Solutions Llp
- Date of Incorporation 10 Jan, 2019
- Jurisdiction New Delhi, Delhi, India
- Annual Revenue₹7.14 Cr
FY 2025 · +102% YoY
- Net Profit₹2.45 Cr
FY 2025 · 34% margin
- EBITDA₹2.48 Cr
FY 2025 · 35% margin
- Total Equity Funding$3M (USD)
in 1 rounds
- Latest Funding Round$3M (USD), Angel Round
Jan 2025
Associated legal entities of Complete Circle Wealth
Complete Circle Wealth operates through Complete Circle Wealth Solutions Llp (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Complete Circle Wealth Solutions Llp CIN AAN-9878 | Active | 10 Jan 2019 | New Delhi, Delhi | ₹7.1 Cr | 2 | View details |
Funding Insights of Complete Circle Wealth
Complete Circle Wealth has successfully raised a total of $3M through 1 strategic funding round. The most recent funding activity was a Angel Round of $3 million completed in January 2025. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $3M
- Total Rounds 1
- Last Round Angel Round — $3M
- First Round $3M
(Jan 2025)
- Investors Count 3
All 1 funding rounds of Complete Circle Wealth with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jan 2025 | $3M | Angel Round | – | Rajeev Juneja, Arjun Juneja |
3 investors in total: 0 institutional and 3 angel.
Investors in Complete Circle Wealth
Complete Circle Wealth has secured backing from 3 investors, including angel investors. Prominent investors backing the company include Rajeev Juneja, Arjun Juneja and Narinder Bajaj.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
RJ Rajeev Juneja | unknown_8cc3114b55564d62a | |||
AJ Arjun Juneja | unknown_f8b406fe95fb4b57a | |||
NB Narinder Bajaj | unknown_756dd984c8b84e75b |
Investor details for Complete Circle Wealth
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
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Verified entity values are shown only after access is granted.
Board of directors of Complete Circle Wealth Solutions Llp (Complete Circle Wealth)
Complete Circle Wealth Solutions Llp is the primary company behind Complete Circle Wealth. The board of Complete Circle Wealth Solutions Llp currently have 2 directors; the longest-serving is Gurmeet Singh Chadha, appointed in 2019. 9 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Gurmeet Singh Chadha DIN 07311924 | Designated Partner | 10 Jan 2019 | 7 yrs 10 mo | Complete Circle Wealth Solutions Llp |
| Kshitiz Mahajan DIN 07956417 | Designated Partner | 10 Jan 2019 | 7 yrs 10 mo | Complete Circle Wealth Solutions Llp |
People of Complete Circle Wealth
1 people are tracked at Complete Circle Wealth (1 in leadership).
| Name | Role | Group |
|---|---|---|
| CEO & Managing Partner | Leadership |
Complete people profiles for Complete Circle Wealth
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
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Financials of Complete Circle Wealth
Figures of Complete Circle Wealth Solutions Llp, the primary company behind Complete Circle Wealth, for FY 2025. Revenue was ₹7.14 Cr (+102% year on year). Net profit was ₹2.45 Cr (34% margin). EBITDA was ₹2.48 Cr (35% margin). Revenue has grown at a compounded annual rate of +153% over three years and +476% over five years.
- ₹7.14 CrRevenue · FY 2025 · +102% YoY
- ₹2.45 CrNet profit · 34% margin
- ₹2.48 CrEBITDA · 35% margin
- +153%Revenue CAGR, 3 years
- +476%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Complete Circle Wealth Solutions Llp are on its company page.
Detailed financial statements for Complete Circle Wealth
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
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Timeline of Complete Circle Wealth
2 dated milestones of Complete Circle Wealth across 4 years, from founding to its latest funding, stage changes and deals.
- Founded Complete Circle Wealth is founded.
- Funding First funding round of $3.0M.
Competitors of Complete Circle Wealth
Complete Circle Wealth has 3 listed competitors in our database, 3 of them funded. They include Dezerv, Wealthy and Nivesh.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| dezerv.in | 2021 | Mumbai, India | $100M | 513 | Investment solutions and portfolio management are provided for affluent individuals. | |
| wealthy.in | 2015 | Bengaluru, India | $22.29M | 231 | Digital wealth management platform is offered for personalized investments. | |
| nivesh.com | 2016 | Noida, India | $5.24M | 41 | Wealth management and financial products are provided online for individuals. |
Detailed competitors of Complete Circle Wealth
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
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Verified entity values are shown only after access is granted.
Web traffic of Complete Circle Wealth
The website of Complete Circle Wealth (completecirclewealth.com) receives about 9.5K visits a month.
- Monthly visits9.5K
▲ 405.4% vs previous month
Top companies in Investment & Financial Technology
2 companies that operate in the same segment as Complete Circle Wealth (Investment & Financial Technology) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 549.14 M | 3,823 | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 |
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Related news about Complete Circle Wealth
Complete news archive for Complete Circle Wealth
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Frequently Asked Questions about Complete Circle Wealth
Complete Circle Wealth was founded in 2021 and raised its 1st funding round 4 years after it was founded.
Complete Circle Wealth is headquartered in Delhi, India. It is registered at Delhi, Delhi, India.
Kshitiz Mahajan is the CEO of Complete Circle Wealth, as recorded in our data.
Complete Circle Wealth is a funded company, having raised a total of $3M across 1 funding round to date. The company's 1st funding round was a Angel Round of $3M, raised on Jan 2025.
The primary company behind Complete Circle Wealth, Complete Circle Wealth Solutions Llp, reported revenue of ₹7.14 Cr for FY 2025, up 102% year on year.
Financial planning and wealth management service provider. It provides portfolio management services with a focus on delivering long-term capital appreciation through expertly crafted investment portfolios. Its experienced team leverages a thorough understanding of the market to create personalized wealth management solutions for clients. It offers a range of investment options and advisory services to help clients achieve their financial goals.
Complete Circle Wealth has 3 investors. Key investors include Rajeev Juneja, Arjun Juneja, and Narinder Bajaj.
Complete Circle Wealth operates through Complete Circle Wealth Solutions Llp.
The legal entities of Complete Circle Wealth currently have 2 directors, including Gurmeet Singh Chadha, Kshitiz Mahajan.