© 2026 Wisefolio. Legal and disclaimers

Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Past performance is not indicative of future returns. All returns are time-weighted (TWRR). Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
| Period | This strategy | S&P BSE 500 TRI | Difference |
|---|---|---|---|
| 1 Month | +1.3% | −5.6% | +6.9% |
| 3 Months | +13.1% | −3.6% | +16.7% |
| 6 Months | +52.8% | +8.1% | +44.7% |
| 1 Year | +44.7% | −2.3% | +47.0% |
|---|
| 2 Years | +15.4% | −3.9% | +19.4% |
|---|
| 3 Years (CAGR) | +19.2% | +9.2% | +10.0% |
|---|
| 4 Years (CAGR) | 0.0% | +11.2% | −11.2% |
|---|
| 5 Years (CAGR) | 0.0% | +8.9% | −8.9% |
|---|
| Since launch | +19.9% | +11.7% | +8.2% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 40-month window · Source: Computed from NAV history
Maximum drawdown: 24.1%
Complete Circle Wealth’s story and investment philosophy are on the Complete Circle Wealth firm page.
Kshitiz Mahajan
CEO & Managing Partner
20+ years of experience. Kshitiz started Complete Circle Capital, a flagship wealth management company that offers innovative solutions to match the unique needs of portfolio management services. Before Complete Circle, he has worked with leading brands like Motilal Oswal AMC, Canara Robeco Mutual Fund and Reliance Nippon Life Asset Management Co. Ltd. During his tenure at Motilal Oswal AMC, AUM under his supervision grew from ₹48 crore to ₹6,500 crores over five years. A seasoned invitee at management institutions like MDI, IIFT, SRCC College and popular mutual fund platforms, Kshitiz is a well-known name in the equity community. An ardent reader, he loves to stay updated with the latest market insights. His views on personal finance are published in esteemed journals like Mint, Hindustan Times, Outlook Money and more. You can catch his views on the market and global trends regularly at business news broadcasters like CNBC TV18, CNBC Awaaz, Bloomberg and Zee Business. He is a fitness enthusiast passionate about running and cycling activities, inspiring generations on and off the screen.
Gurmeet Chadha
CIO & Managing Partner
20+ years of experience. An entrepreneur since 2015, Gurmeet has created a niche among his clientele. A firm believer in team identity and team effort, he loves the diversity of ideas at Complete Circle. Gurmeet brings the rich experience of serving retail and corporate clients. Before starting his venture, Gurmeet worked as Head of Investments, North Zone for Citibank. Under his leadership at Citibank, the AUMs grew from ₹3,600 Crores to ₹6,000 crores over three years. Gurmeet was also associated with Reliance Mutual Fund for seven years, serving multiple roles. His last designation was Regional Head for the Greater Mumbai diaspora. A respected name in the Banking and Wealth Management universe, he regularly shares his views on Personal Finance and Equity Investing in Economic Times, Mint, and business news platforms like CNBC, ET Now, and Bloomberg.
Navneet Saluja D’Souza
Head of Research
12+ years of experience. Navneet is the backbone of all research at Complete Circle Capital. She is a hard-core equity enthusiast and a veteran of Indian Business News. In her past roles, she was associated with business news broadcasters like ET NOW, Bloomberg TV and Bloomberg Quint in the capacity of an Anchor and Research Analyst. Navneet started her career with the National Stock Exchange, where she was involved in assessing companies' credit risk and financial health. During her stint at Credit Suisse, she worked at the Prime Services Division of Global Markets. Keeping updated with the Indian derivatives market is a passion project for Navneet.
Pragya Bhardwaj
Research Analyst
7+ years of experience. Pragya brings experience and expertise in tracking the performance of diverse sectors. She adds depth to the team via her past research roles in tracking and finding value in listed mid-caps, with a special focus on capital goods, FMCG, power and infrastructure. In her earlier roles, she has worked with CNBC TV18 and Emkay Global Financial Services. At Emkay, Pragya was involved in tracking the performance of niche, multi-bagger sectors like agrochemicals and home improvement. With an academic background in finance, Pragya is armed with B.Com.(Hons.) from Delhi University and PG Diploma in Finance & Marketing.
Vinod Singhania
Compliance Officer
45 years of experience. Mr. Vinod Singhania is a seasoned finance and compliance professional with 45 years of experience across leading organizations. He is a Fellow Member of the Institute Of Chartered Accountants of India and has rich experience in Financial Planning, Commercial diligence, Designing of Internal Control and MIS systems, Audits, Taxation, Corporate Laws, and Legal compliance. In his last stint, Mr. Singhania was the CFO of Mankind Pharma for 8 years.
Gautam Baid
AdvisorEquity Advisor
15+ years of experience. Gautam Baid, CFA, is the Managing Partner of Stellar Wealth Partners India Fund, a Delaware-based investment partnership which is available to accredited investors in the US. Gautam is author of the international best-seller on value investing, The Joys of Compounding. Previously, Gautam served as portfolio manager at Summit Global Investments, an SEC-registered investment advisor based in Salt Lake City, USA. Gautam is a CFA charter holder and member of CFA Institute, and in 2018 and 2019, he was profiled in Morningstar's Learn From the Masters series.
Registration No
INP100007365
Fund Manager
Mr.Gurmeet Singh Chadha
Principal Officer
Mr.Gurmeet Singh Chadha
Inflow
₹1.66 Cr
Outflow
₹0.00 Cr
Net
₹1.66 Cr
Not reported — complaint data for this strategy isn't available yet.
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