About Us

About Our Company

Who We Are. Why choose Thewealthify?

​Welcome to Thewealthify Services.

Our boutique financial and wealth management organisation, Complete Circle Capital Private Limited, was launched in October 2015.

Our core management team has a total experience of more than 50 years which includes professionals having experience in asset management, retail & private banking, financial planning, and research.

Our team members come with a rich experience from well known and well respected employers such as Citibank, Reliance Asset Management, Axis Asset Management, Motilal Oswal Asset Management, and HDFC Private Banking.

We are managing financial assets of more than 2000 crores from 1388 individuals and corporates. We are a team of 22 people who are highly motivated and come with diverse backgrounds that make our services even more differentiated and niche.

Just like google maps tell you how to reach to Point A from Point B, we at Complete circle capital tell you how to reach from point A to point B in your financial lives.

A one-stop shop for all your Wealth planning needs - we have all the services under one brand. Equities, Mutual funds, Bonds, Real Estate, Succession, tax planning, legal counselling, philanthropy, and angel investment.

To become a household brand that drives India's transformation from a country of savers to a country of investors! Build your plan with us!

Widen the investor base of India and encourage people to invest regularly so that they can beat the rising costs of living/inflation comfortably.

Thewealthify.com is a brand under which STG Capital Private Limited offers all Financial Investment Distribution and Broking Services. STG Capital Private Limited and STG Wealth Serve are group companies promoted by highly experienced Ex-Bankers and Financial Services Professionals.

Strong customer service

We provide all the web based services and in latest technology with experience team.

Investment options for every pocket

Always deliever the assignment in committed timeline with quality and sustainability.

Large network

We always focused client and understand their needs first and fulfill them in the best way possible.

Latest thinking

It's very important to choose right technologies per customer business needs, and we always keep this value high and use latest innovations.

Our Philosophy

Vision & Mission

Our Vision

Our vision is to be the most trusted financial services provider, empowering individuals and businesses to achieve their financial goals through innovative solutions, expert guidance, and personalized service.

Our Mission

Our mission is to provide accessible, transparent, and comprehensive financial services that help our clients build and protect their wealth, while promoting financial literacy and creating long-term value for all stakeholders.