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

Regulatory Disclosures