Saurabh Mittal @saurabhsmittal
Founding Director Circle Wealth Advisors Pvt Ltd. Foodie Traveller cwa.co.in Mumbai Joined September 2009-
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India's #succession process is broken. Most of us have faced issues in dealing with transfer of assets of a deceased investor. Succession remains an obstacle course across all asset classes with real estate and agricultural land being the worst even in cases where there are no…
Low Volatility Investing: A Smarter Approach In the latest episode of MF Banega BFF, host @Sonal_MK is joined by expert guests: • @saurabhsmittal , CFA, Founding Director, Circle Wealth Advisors • @UMESHDAILA , National Head - ETF Sales, Mirae Asset Investment Managers…
#PersonalFinance | Factor-based index funds combine passive transparency with active precision, offering potential for higher returns and lower risk in portfolios. (@saurabhsmittal writes ✍) livemint.com/money/personal…
Gotta love the all-in aggressive execution by @ZeptoNow boys. Clear pole position in q-commerce by Q1 25. This is the most exciting and aggressive land capture I've witnessed in the last two decades in the Indian ecosystem.
"FD can give better returns over a 10 year period than stock markets". That was the shocking statement that triggered this article in @bsindia more so because is true 5% of the time (95% of the time stock markets beat fixed deposits over 10 years). Clients often struggle to…
Fascinating to see. The 30 best-performing (total return) stocks of the S&P 1500 over the past 20 years, and what you'd have if you invested $1,000 back then. Lots of names most people don't know. Not all top performers are household names... bespokepremium.com/interactive/po…
It goes on to prove how difficult it is to predict the market index numbers. Still, the best minds and resources continue to do so. This is our fascination as humans: to find security in future prediction. @Circle_Wealth @securingLives @harshroongta @aria_india1
It goes on to prove how difficult it is to predict the market index numbers. Still, the best minds and resources continue to do so. This is our fascination as humans: to find security in future prediction. @Circle_Wealth @securingLives @harshroongta @aria_india1
Is it a good idea for a financial plan to consider the #inheritance that is likely to be received maybe decades later? Would parents be comfortable discussing these issues with their children? In my article in @bsindia Business Standard today I write about Rekha who was able to…
I had worked out a half baked stake doubling strategy to try and win a game of chance called "Lucky 7" popular in the 1980s. #F&O traders try to make "easy" money by using similar half baked strategies or algorithms promoted by brokers interested in boosting trading volumes. As…
This upcoming product category has a considerable undercurrent, and I am excited to explore the offering.
This upcoming product category has a considerable undercurrent, and I am excited to explore the offering.
Demands for withdrawing #GST on #LifeInsurance policies and #healthpolicy have gained momentum with both the ruling and the opposition parties gunning for it. Indeed there is a case for #GSTwithdrawal on such policies provided they are for genuinely for covering "uncertainties of…
Dear @Uber_India, what is the logic behind writing a Hindi message using the English alphabet when you are clear that the TG is non-English speaking?
#CAC24 @cafemutual @PatnaikNishant Success stories of AIF and PMS Saurabh Mittal
#CAC24 @cafemutual @PatnaikNishant Saurabh Mittal Success stories of AIF and PMS
I am honoured to speak in front of a fantastic gathering of industry stalwarts.
#CAC24 @cafemutual @PatnaikNishant With Saurabh Mittal
Two friends, Ram and Shyam, were travelling on a train when robbers started looting its passengers. Shyam owed some money to Ram. Before the robbers could reach them, Shyam took the money from his pocket and repaid his loan to Ram. Ram could not refuse the money, even though he…

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