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Saurabh is the Co-Founder of Circle Wealth Advisors and a CFA charterholder, with a deep interest in investment research, portfolio construction and investor behaviour.
At Circle Wealth Advisors, he brings a research-driven perspective to helping families make better investment decisions and align portfolios with their broader financial plans. His approach combines analytical rigour with the belief that successful investing depends less on predicting markets and more on sound processes, behaviour management, and long-term discipline.
Saurabh also writes regularly on investing and personal finance, challenging conventional investment wisdom and simplifying complex ideas for investors.
Saurabh Mittal, CFA
Founding Director & Principal Officer
Mukul is Co-Founder of Circle Wealth Advisors, with over two decades of experience working closely with individuals and families on their finances. His journey across sales, financial services and wealth management has shaped his practical understanding of how people approach money and make financial decisions.
At Circle Wealth Advisors, he helps first-generation wealth creators and senior professionals bring greater structure, clarity and purpose to their finances. He believes good financial advice goes beyond investments to understanding family priorities, anticipating important decisions and being a trusted partner through different stages of life.
Outside work, Mukul enjoys running, travelling and spending time with his family.
Mukul Agarwal
Founding Director
