- +91 95275 86266
- info@wiseturtle.co.in
Curated Mutual Fund portfolios
Studying abroad is the single most effective way
of changing the way we view the world
Wealth is not just having lot of money..
It also is about having lot of options.
The world is a book and those who do not
travel read only one page.
Legacy is not only leaving your fortune for your next generation
but also about instilling your values in them.
To be the most trustworthy financial services company that provides value beyond investing.
Client needs and aspirations define our targets. Their risk appetite defines our strategy. Their expectations help us set benchmarks
Our management team comes with diverse experience across
market cycles and various aspects of the banking and investment
domains, and thus the collective expertise will help us serve
our investors in a more versatile and composite manner. By virtue
of the diversity of the partners at Wise Turtle, we bring you an
ideal mix.
Understanding the specific needs and aspirations of high-networth
individuals, we design sound strategies by adopting an
Open Architecture Approach. Keeping in mind our client’s
financial objectives and risk appetite, our endeavour is to offer
holistic and product-agnostic wealth management through
various tools.
At Wise Turtle, our core aim is to serve our clients
with dedication and integrity,meet their expectations and build enduring relationship.
It tells you how much wealth you can create by making monthly investment..
It helps you plan for the future expenditure for your child's higher education...
It helps you to plan for the expenditure to be incurred at the time of marriage...
It helps you to plan for saving sufficient amount to take care of your post...
This calculator will help you visualize the amount accumulated...
This calculator illustrates how much you stand to lose in case you delay the starting
Invest in Mutual Fund schemes
Check your portfolio anytime anywhere
Access to hand picked list of selected funds
Check & Monitor your investment real time
Invest, switch and redeem your mutual Funds without any hassles
Access multiple Reports like Annual Realized and Unrealized Capital Gain/loss report etc
Like the turtle, we are committed to working with a steady, longterm approach to grow your wealth and also safeguard it from the hard knocks of market volatility.
At Wise Turtle, our work is our life’s calling. It will be achieved every time our clients remember us before making important decisions, like they do their family members, and every time, we are able to bring a smile to their faces.
Those are the moments we will strive for, daily
AMFI Registered Mutual Fund Distributor
| Sr. No. | ARN Holder Name | ARN Number | Validity From Date | Validity To Date |
|---|---|---|---|---|
| 1 | Wise Turtle Finserv LLP | 260160 | 26-12-2022 | 25-12-2025 |
| 2 | Wise Turtle Wealth Pvt. Ltd. | 280818 | 20-11-2023 | 19-11-2026 |
