Turtle Wealth Management Private Limited

Overview

Turtle Wealth Management Private Limited is a Surat-based family office specializing in portfolio management and family office services. The firm offers discretionary and advisory portfolio management services, aiming to create long-lasting wealth through strategic and disciplined investment approaches. Their services include Portfolio Management Services (PMS), PMS Advisory, and Family Office Management, all designed to meet the unique financial goals of their clients. The firm's investment strategy emphasizes data-driven decisions, focusing on turnaround businesses and sectors such as technology, healthcare, and financial services. They cater to various investment stages, including early-stage, growth, late-stage, pre-IPO, and buyouts, with a minimum investment size of ₹50 lakhs and a maximum of ₹5 crores. Turtle Wealth is committed to ethical investing, avoiding industries like animal killing, liquor, tobacco, leather making, hotels, and casinos. With a team led by CEO and Fund Manager Rohan Mehta, Turtle Wealth has been operational since its incorporation in 2012. The firm is registered with the Securities and Exchange Board of India (SEBI) under registration number INP000006758.

Investment Focus

Focus on ethical and ESG-compliant businesses

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Frequently asked questions about Turtle Wealth Management Private Limited

What sectors does Turtle Wealth Management Private Limited invest in?

Turtle Wealth Management Private Limited invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Infrastructure, and is based in Gujarat, India. Turtle Wealth Management Private Limited is listed as a family office in the ConnectSafely investor database.