About Complete Circle Wealth
Complete Circle Wealth is a 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. Complete Circle Wealth operates in a competitive market with competitors including Dezerv, Wealthy, Nivesh, ASK Group and ET Money, among others.
- Headquarter Delhi, India
-
Sectors
Technology
-
Phone
Locked
-
Website
Locked
-
Social
Locked
- Legal Name Complete Circle Wealth Solutions Llp
- Date of Incorporation 10 Jan, 2019
- Jurisdiction New Delhi, Delhi, India
-
Annual Revenue
$425.99 K (USD)119as on Mar 31, 2024
-
Net Profit
$105.7 K (USD)475as on Mar 31, 2024
-
EBITDA
$105.7 K (USD)475as on Mar 31, 2024
-
Total Equity Funding
$3 M (USD)
in 1 rounds
-
Latest Funding Round
$3 M (USD), Angel Round
Jan 08, 2025
-
Investors
& 2 more
-
Employee Count
Not available
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
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.
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 |
-
|
Locked | Locked | Locked |
|
AJ
Arjun Juneja |
-
|
Locked | Locked | Locked |
|
NB
Narinder Bajaj |
-
|
Locked | Locked | Locked |
Investor details for Complete Circle Wealth
Investor domains, locations, round participation, and complete history require an active premium plan.
- Investor domains
- Investor locations
- Funding rounds
- Participation history
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Complete Circle Wealth
Investment portfolio details for Complete Circle Wealth
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
- Round details
- Investment values
Verified entity values are shown only after access is granted.
Financial Statements - Complete Circle Wealth
Detailed financials for Complete Circle Wealth
Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.
- Historical revenue
- Profit trends
- Statement rows
- Financial ratios
Verified entity values are shown only after access is granted.
Complete Circle Wealth Comparisons
Peer comparison for Complete Circle Wealth
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
- Named peers
- Headcount comparison
- Funding comparison
- Operating benchmarks
Verified entity values are shown only after access is granted.
Competitors of Complete Circle Wealth
Complete Circle Wealth operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Dezerv, Wealthy, Nivesh, ASK Group and ET Money, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| Locked | Locked | Locked |
Investment solutions and portfolio management are provided for affluent individuals.
|
|
| Locked | Locked | Locked |
Digital wealth management platform is offered for personalized investments.
|
|
| Locked | Locked | Locked |
Wealth management and financial products are provided online for individuals.
|
|
| Locked | Locked | Locked |
Asset & wealth management platform
|
|
| Locked | Locked | Locked |
App-based mutual fund investment platform
|
|
| Locked | Locked | Locked |
Investment advisory and wealth management are offered via an application.
|
Detailed competitors of Complete Circle Wealth
Competitor domains, locations, full profiles, and operating metrics require an active premium plan.
- Domains and locations
- Full company profiles
- Operating metrics
- Competitive positioning
Verified entity values are shown only after access is granted.
Latest news on Complete Circle Wealth
Complete news archive for Complete Circle Wealth
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
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 current CEO of Complete Circle Wealth.
Complete Circle Wealth is a funded company, having raised a total of $3M across 1 funding round to date.
Annual revenue of Complete Circle Wealth is $425.99K as on Mar 31, 2024.
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.