About Turtle Wealth
Turtle Wealth is a company based in Surat (India) founded in 2011 by Hardik Gandhi. It operates as a B2B. Turtle Wealth offers products and services including Portfolio Management, Portfolio Review, and Family Office Management. Turtle Wealth operates in a competitive market with competitors including Fidelity Investments, UTI Mutual Fund, S&P Global, Bank of America and FIS, among others.
- Headquarter Surat, India
- Founders Hardik Gandhi
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Sectors
Financial Services
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Email
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Phone
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Website
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Social
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- Legal Name Turtle Wealth Management Private Limited
- Date of Incorporation 23 Apr, 2012
- Jurisdiction Surat, Gujarat, India
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Annual Revenue
$378.87 K (USD)26.42as on Mar 31, 2023
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Net Profit
$35.21 K (USD)-59.73as on Mar 31, 2023
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EBITDA
$114.64 K (USD)-21.23as on Mar 31, 2023
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Latest Funding Round
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Investors
Not available
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Employee Count
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Products & Services of Turtle Wealth
Turtle Wealth offers a comprehensive portfolio of products and services, including Portfolio Management, Portfolio Review, and Family Office Management.
Quantitative service for creating wealth in turnaround businesses.
Professional checkup of investment portfolios based on logic.
Comprehensive management of family financial goals and objectives.
Funding Insights of Turtle Wealth
Detailed funding history for Turtle Wealth
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Investments & Acquisitions by Turtle Wealth
Investment portfolio details for Turtle Wealth
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Financial Statements - Turtle Wealth
Detailed financials for Turtle Wealth
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Turtle Wealth Comparisons
Peer comparison for Turtle Wealth
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Competitors of Turtle Wealth
Turtle Wealth operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, UTI Mutual Fund, S&P Global, Bank of America and FIS, among others.
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Mutual funds, portfolio management, and retirement planning services are offered.
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Platform offering business intelligence solutions that combine data and actionable analytics for clients
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Commercial banking and asset management services are offered worldwide.
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Software suites for banks and financial institutions are provided.
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Financial services are provided to asset managers worldwide.
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Detailed competitors of Turtle Wealth
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Latest news on Turtle Wealth
Complete news archive for Turtle Wealth
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Frequently Asked Questions about Turtle Wealth
Turtle Wealth was founded in 2011.
Turtle Wealth is headquartered in Surat, India. It is registered at Surat, Gujarat, India.
Annual revenue of Turtle Wealth is $378.87K as on Mar 31, 2023.
Turtle Wealth specializes in portfolio management services, utilizing advanced quantitative processes to create long-term wealth for clients. The company focuses on turnaround businesses and ethical investments, avoiding sectors like alcohol or tobacco. Based in Surat, India, it offers services such as portfolio review and family office management, emphasizing discipline and transparency in investment decisions. Clients benefit from data-driven strategies with minimum investments starting at 50 lakhs.
Turtle Wealth's top competitors include Fidelity Investments, UTI Mutual Fund and Goldman Sachs.
Turtle Wealth offers Portfolio Management, Portfolio Review, and Family Office Management.