About Us
Wise Turtle is founded with an objective to ensure Curated and Bespoke solutions for our High-Net-worth clients.
Wise Turtle has assets under management of over INR 4000 crores and is ranked amongst the Top Mutual Fund Distributors in India. With offices at Pune and Goa, it has established market leadership in both the markets.
The management team comprises of fellow Founder Partners with experienced and proven track record in managing investments for High net worth clients.
At Wise Turtle our endeavour is to create a secure environment for our HNI clients, a firm which rests on the foundational values of integrity, competence and ethical business.
Our management team comes with in-depth experience of the investment domain with vital insights acquired by negotiating various market cycles.

Amit was heading the Premier Banking Programmes at HDFC bank at a Pan India level and also prior to that was the Senior Vice President for the Private Wealth business for Western India. He has spent 18 years in the Investments business and has worked across MNC banks like HSBC and Citibank.
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 |