Disclosure Documents
Investor Charter - PMS
Complaint Register - PMS
Privacy Policy
Anti-Money Laundering Policy
Investor Grievance Mechanism
SEBI Circular on ODR
PMS Fees Calculator
Annual Compliance Report
Disclosure Documents
Investor Charter - RA
Complaint Register - RA
Investor Grievance Mechanism
UPI Payment
Regulatory Disclosures – PMS
Disclosure Documents
Investor Charter - PMS
Complaint Register - PMS
Privacy Policy
Anti-Money Laundering Policy
Investor Grievance Mechanism
SEBI Circular on ODR
Regulatory Disclosures – RA
Disclosure Documents
Investor Charter - PMS
Complaint Register - PMS
Investor Grievance Mechanism
Direct On-Boarding
All clients have the option to be on-boarded directly by the Portfolio Manager without the intermediation of persons engaged in distribution services. Clients can directly approach us by sending an email on contact@turtlewealth.in
