Expert-managed portfolios tailored to your financial goals.
The portfolio aims to create value through a mix of capital appreciation and recurring income, by actively identifying opportunities across equity and related instruments within the regulatory framework.
Gurmeet Chadha is the Managing Partner and Chief Investment Officer at Complete Circle Wealth, with over two decades of ... Gurmeet Chadha is the Managing Partner and Chief Investment Officer at Complete Circle Wealth, with over two decades of experience in wealth management and investments. He co-founded Complete Circle Consultants in 2015 and has previously held leadership roles as Regional Investment Head–North at Citibank India and Regional Head at Reliance Capital Asset Management. An MBA in Marketing & Finance from IMS, Devi Ahilya University Indore, Gurmeet brings deep expertise in investment strategy, client advisory, and portfolio management. Read More
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -5.45% | -11.37% | 5.92% |
| 3 Months | -9.29% | -13.94% | 4.65% |
| 6 Months | -5.3% | -9.62% | 4.32% |
| 1 Year | 4.92% | -3.12% | 8.04% |
| 2 Year | 4.28% | 1.32% | 2.96% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 6.43% | 10.18% | -3.75% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -4.48% | 0.44% | -5.45% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -11.37% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -1.14% | -0.01% | 5.92% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -13.14% | -11.93% | 9.41% | 0.13% | 11.73% | 2.64% | -0.74% | -2.31% | -0.43% | 7.07% | -0.27% | -2.23% |
| Benchmark | -3.43% | -7.74% | 7.32% | 3.18% | 3.54% | 3.68% | -2.71% | -1.75% | 1.24% | 4.27% | 0.96% | -0.24% |
| Alpha | -9.71% | -4.19% | 2.09% | -3.05% | 8.19% | -1.04% | 1.97% | -0.56% | -1.67% | 2.8% | -1.23% | -1.99% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 9.66% | -2.99% | 5.05% | 4.12% | 4.17% | 2.83% | -0.71% | -1.21% | 1.22% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 6.22% | -3.82% | -2% | -0.32% | 3.21% | 0.74% | 5.74% | -1.27% | 2.72% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 26.5 | 26.7 | 25.8 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 32.5 | 28.6 | 30.2 | 30.8 | 35 | 36.4 | 33.7 | 32.9 | 32.9 | 38.5 | 37.9 | 35.9 |
| 2024 | -- | -- | -- | 26.4 | 26.1 | 28.1 | 29.2 | 31.3 | 33.2 | 33.4 | 35.7 | 36.2 |
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