Saurabh Mittal - Online Tax Return Filing Advisor in Andheri East, Mumbai

Saurabh Mittal - Online Tax Return Filing Distributors

Member since Mar 7, 2013

About Me

Saurabh Mittal is a partner in Circle Wealth Advisors, providing financial planning and wealth management services to its niche client base. Circle Wealth Advisors, originally founded as SecureLife in 2000 is an investment advisory firm with a difference. Following their belief system, they create customized investment portfolio for their clients. Thus, they represent the customer as oppose to representing any product or manufacturer.

A Commerce Graduate and CFP, Saurabh has a decade`s experience in financial markets. He oversees the office management, investment management and compliance functions of Circle Wealth Advisors. Cash flow management is his forte and he advises Circle?s business clients on prudently managing their cash flow and investments.

Saurabh features daily on Radio One 94.3fm, and shares his insights about personal finance on the very popular show ?Good Morning Mumbai? with RJ Hrishi K. His segment has received some great reviews and is been on air since April of 2012

About Work Experience
My total experience as Financial Advisor is of 10 years
Experience & Qualification
Qualification
CFP
Experience as an Advisor
10 Years
Total work Experience
10 Years
Services and Advisory Offered
  • Mutual Fund

  • Life Insurance

  • General Insurance

  • Tax Consultancy

  • Online Tax Return Filing

  • Certified Financial Planner (CFP)

Affiliations
  • FPSB (Financial Planning Standard Boards of India)
Awards & Recognition
    Not Specified
Address
Saurabh

96/3 Radhika Building,
JB Nagar, Andheri (East),
Andheri East,
Mumbai,
Maharashtra, 460059

LICENSE

  Mutual Fund - ARN No. 15420 - Validity - 18-12-2016

  Life Insurance - IRDA No. 1233037 - Validity - 30-06-2015

  General Insurance - IRDA No. 1233037 - Validity - 30-06-2015

  Certified Financial Planner (CFP) - FPSBI No. 00061539 - Validity - 31-12-2050

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