![]() His previous asset management expertise includes roles as Regional Head North and Regional Manager – Distribution with Canara and Reliance AMC. He was a part of an incredible five-year development adventure that saw AUMs rise from 48 crores to 6000 crores. Prior to founding Complete Circle Capital, Kshitiz worked with Motilal Oswal AMC as Vice President and Zonal Head-North Region. 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. Kshitiz Mahajan is a Co-Founder of Complete Circle Capital Private Limited with over 16 years of expertise in banking, mutual fund product development, and distribution. Hence please consult a tax consultant for any tax related matter.ĬEO and Managing Partner, Complete Circle Wealth We have no advisory business nor we are tax experts. In addition, such use of trademarks or links to the web sites of third-party organizations is not intended to imply, directly or indirectly, that those organizations endorse or have any affiliation with is a digital platform, owned and operated by AIF PMS Experts India Pvt Ltd, (ARN HOLDERS) that offers market place for distribution of AIF & PMS products under guidelines of AMFI & SEBI. We are committed to grow this industry even more rapidly.ĭisclaimer: All trademarks displayed at are the trademarks of their respective owners, and constitute neither an endorsement nor a recommendation of those organizations. We believe the opportunities here are immense. We have expertise in Alternative Investments Fund and Portfolio Management Services. ![]() Expertise outside of the typical stock mutual fund style has become a significant aspect in enhancing investment performance as more investors look to Portfolio Management’s ability to improve portfolio performance and minimize portfolio volatility.ĪIF & PMS Experts India Pvt Ltd is one of the leading digital online platforms for AIF & PMS in India, offering bespoke private wealth solutions and strategies to our investors. Vallum has a track record of making successful investments in the equities asset class. Our broad expertise, analytical acumen, and complete grasp of risk enable us to assess the entire scope of the real risks that stock investors confront and design effective solutions to mitigate them. Vallum focuses on long-term wealth generation and capital preservation. the breadth and depth of our combined experience, common knowledge, and client service culture Risk-oriented. Ours is a collaborative culture where people exchange information and ideas and work together to ensure that each client gets the most out of their experience. We all know that the sum of the parts is larger than the whole when it comes to team strength. Every customer relationship benefits from our experience. We understand what it takes to properly manage money. Vallum Investment Team members have worked as asset managers, portfolio managers, and investment research analysts in the past. On both sides of the investing relationship, hands-on experience. We are a privately held, independent firm that acts as an adviser and champion for our clients, with complete discretionary management. Vallum Capital Advisors provides institutions, family offices, and high-net-worth individuals with bespoke, conflict-free equity investing solutions.
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