Why name Turtle?

Turtle is Fast and Consistent not Slow and Steady like Tortoise; to achieve the Financial Goal one should have a trait of a Turtle. The turtle is a Symbol of Wealth and Longevity, In the World of Capital Markets, being Consistent, having a Long-term Approach, and being flexible enough is what the Turtle teaches us, as we are proud to be called “Turtlians”.

Core Value at Turtle

Our core purpose is to create Long Lasting Wealth with the highest level of Probity, Discipline, and Transparency

Probity

At Turtle, we work with the quality of having strong moral principles; honesty and decency

Discipline

We give significant importance to the Ethos of Turtle, everything at Turtle is Quant and SOP and we strive to follow in good and bad times

Trust

Transparency and Trust will be the result of the Probity and Discipline we follow, trust among Partners, Team members, Investors and stakeholders, is something we live for

VISION 2036

We are India's Leading & Most Trusted Brand
in Wealth Management
10YEARS
×
10WEALTH
×
10GROWTH
We have 1 Billion + $ AUM with
Innovative Investment Products
We have Best Workplace in
Wealth Management Industry

VISION 2035

We are India's Leading & Most Trusted Brand in Wealth Management

10YEARS
×
10WEALTH
×
10GROWTH

We have 1 Billion + $ AUM with Innovative Investment Products

We have Best Workplace in
Wealth Management Industry

We are adding Value to Humanit

Our Team

Meet our seasoned team of financial experts driving your success

Achievements and Awards

Turtle’s Wealth Mantra Fund ranked #1 as per PMS AIF World Report.
Turtle’s Wealth Mantra Fund ranked #1 as per PMS AIF World Report.
Honoured at IPV Wealth Wise Partner Summit & Awards 2025
Honoured at IPV Wealth Wise Partner Summit & Awards 2025 (1)

Achievements and Awards

The Start of Becoming GOAT in Quant Investing!
PMS Bazaar Conclave 2024 | Ahmedabad

Corporate Social Responsibility

PMS SEBI Certificate

Registration Number for the portfolio manager

INP000006758

Have Question?

Find answers to common questions about our investment approach, strategies, and processes. Explore our FAQs to gain clarity and make informed decisions.

About Us