MYFIRSTCRORE.COM - Key Persons
Aditya has over 9 years of experience with Investment Banks and Equity Research Companies, where he was responsible for fundamental research, branding, and stakeholder management. Since 2012, he has been a diligent watcher and commentator on Financial markets. His stock market teachings are subscribed by many as evidenced by his 1.2L+ Followers on Twitter and 50000 Followers on Linkedin. Despite being the team's youngest member, Aditya had previously been a founder member of two startups and his recent book was a National Best Seller.
Aditya enjoys travelling, working out, reading, and writing in his spare time. He enjoys running and meeting new people.
Ankush has over 18 years of banking and private wealth management expertise. He previously worked as a Regional Portfolio Expert at IIFL Wealth and as a Vice President Branch Manager at Citibank. He is enthusiastic about major market trends, industry insights, stock market investing, and financial planning.
Job Titles:
- Delhi Regional Head Affluent Segment
- TATA Mutual Fund As a Manager - Retail
With over 5 years of extensive experience in the mutual fund industry, Anshu has established herself as a dedicated and results-driven professional. Beginning her career with Aditya Birla Sun Life AMC, she played a pivotal role in managing various channels, including MFDs, banks, and national distributors (ND), in the capacity of a Relationship Manager (RM). Her expertise is in fostering strong client relationships backed by strong content driven approach.
After her successful tenure at Aditya Birla Sun Life, Anshu joined TATA Mutual Fund as a Manager- Retail. Here, she further honed her skills in the retail segment, becoming a trusted partner for clients and a key driver of business growth. Her exceptional performance did not go unnoticed, as she was honored twice with prestigious awards. Relationship Manager of the Year for mobilising record no of SIPs in 2023 and highest gross AUM in 2024.
Known for her ability to build and maintain strong relations with clients , Anshu continues to excel in her role, consistently delivering outstanding results and contributing to the success of her team and organization.
Job Titles:
- Business Head Affluent Segment
Aseem Seth has close to 2 decades of experience in the Asset management industry. He has worked for reputed AMCs such as Nippon, DHFL Pramerica, Axis AMC, Principal Mutual Fund and his last stint was at Tata Mutual Fund. He was the Regional Head for MFDs in Delhi NCR Region. Aseem joined Complete Circle Capital as the Affluent Segment head in August 2024
Job Titles:
- Co - Founder
- Complete Circle Capital Private Limited 's Co - Founder and CEO
Complete Circle Capital Private Limited's Co-Founder and CEO, Gurmeet Chadha, has over 22 years of expertise in Private Wealth Management & Wealth planning, Banking, and Mutual Fund Distribution. Since 2015, he has been working to build a high-quality, client-centric, and genuinely digital boutique wealth management organization that provides financial solutions.
Prior to founding Complete Circle Capital, Gurmeet worked for Citibank as a Vice President and Investments Head for the Northern Zone. In just three years, the AUMs increased from 3600 crores to 6000 crores under his guidance. He has also worked in the asset management industry for the past seven years, most recently as the Regional Head for the Greater Mumbai diaspora at Reliance Mutual Fund.
Gurmeet brings to the table a wealth of retail, corporate, and entrepreneurial expertise. His proven product creation talents, together with his knowledge of the Debt Investing and Equity Investing Markets, have helped him position himself as one of the most renowned figures in the Banking and Wealth Management industry.
Job Titles:
- Co - Founder
- Co - Founder of Complete Circle Capital Private Limited
Kshitiz Mahajan is a Co-Founder of Complete Circle Capital Private Limited with over 22 years of expertise in banking, mutual fund product development, and distribution. As an entrepreneur, he is setting new standards by establishing a prestigious business with a research and content-based platform that offers cutting-edge financial solutions.
Prior to founding Complete Circle Capital, Kshitiz worked with Motilal Oswal AMC as Vice President and Zonal Head-North Region. He was a part of an incredible five-year development adventure that saw AUMs rise from 48 crores to 6000 crores. His previous asset management expertise includes roles as Regional Head North and Regional Manager - Distribution with Canara and Reliance AMC. Kshitiz enjoys jogging, and his tenacity shows in the perseverance and achievements he has made in this field.
Kshitiz has a passion for running and his stamina reflects in the persistence and milestones he has achieved in this industry.
Mandar has over 22 years of expertise in the financial services area, having worked for Life Insurance, banks, and mutual funds. He spent the previous 12 years working for Nippon India Mutual Fund. He has also worked with well-known institutions such as HDFC Bank, Standard Chartered Bank, and Max New York Life. Mandar enjoys scotch outside of work. An avid reader who also enjoys movies and travel.
A seasoned private banker and wealth manager with 16 years of work experience, has worked with prestigious organisations like Citibank, ICICI Private Wealth & Sanctum Wealth. She excels in providing straightforward yet effective strategies for asset allocation and portfolio creation, catering to UHNI's , HNI's, Corporates and Family-Offices.
Over 20 years of expertise in the banking, insurance, mutual fund, and investment research industries. Having led big teams with AUMs in excess of 40000 crores in Mumbai's main financial markets, serving customers ranging from retail to HNI, corporate promoters, and huge corporate Treasury. Passionate about achieving success in life, have great interests in equities markets, cricket, and travel.
QFOP: Professional with experience in the family office. With over 18 years of expertise handling money for family offices, high net worth individuals, and small businesses.
Domain expertise: With shifting conditions, asset allocation and Portfolios rebalancing are necessary.
Past experience: Quant Capital, Standard Chartered Bank, and DBS Chola were among the companies with which I collaborated. As an industry specialist, Complete Circle Capital is also represented on numerous business channels.