Mukul Agarwal

Circle Wealth Advisors is a boutique financial planning and wealth management firm founded with a simple yet powerful belief — money should serve your life, not the other way around.

Led by Mukul, an entrepreneur and financial coach with over two decades of experience, the firm specializes in helping senior corporate executives create long-term, sustainable wealth for their families. A Certified Investment Adviser, Retirement Adviser, and Mutual Fund Specialist, Mukul blends technical expertise with a deep, real-world understanding of the financial challenges families face. His mission is to help clients stop worrying about money and focus on what they truly love to do.

The Circle Wealth journey began in 2001, when Mukul entered the financial services industry as a product distributor. Over time, he and his team built relationships with more than 750 families, learning the importance of planning beyond products. The 2008 global financial crisis became a turning point—families with structured financial plans remained calm and secure, reaffirming the firm’s belief in disciplined, goal-based planning.

By 2012, Circle Wealth Advisors made a defining shift: moving away from product sales to a fee-only advisory model centered on financial planning, transparency, and trust. Starting with just 15 families who believed in their vision, the firm has since grown to serve over 70 families, managing assets worth ₹300 crores.