Want to manage
your money better?
Turtle is a conversation-first platform for investors who want to be smart about managing their personal finances. With Turtle, you get the right advice from qualified advisors for everything money - be it your investments, insurance, taxes, loans, credit cards, and even will writing.
What we do
We help you do goal-based financial planning. Our experts advise you on what investments are right for you, what insurance you need, how can you save on taxes, how to plan your loans, why should you write a will, and more. In short, we advise on everything that revolves around managing your money judiciously.
Manage savings & loans
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Are you saving enough to meet your goals?
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How can you save more?
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How do you manage loans better?
Do the right investments
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Are your investments aligned with your goals?
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Have you made the right investments so far?
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When can you be financially free?
Get sufficient insurance
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Why do you need term insurance?
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What's the right health insurance for you?
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Do you know the emergency fund you need to have?
Optimally save tax
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Can you save more tax?
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Have you chosen the right tax saving instruments?
Right advisory on credit cards
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What's the best credit card for you?
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How to maintain a high credit score?
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How to maximize the benefits of credit cards?
Prepare will & succession plan
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Have you registered a nominee for your investments?
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Is registering a nominee enough?
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Have you shared details of your investments with your nominee?
Engaged Professionals from Top Companies & Communities
Frequently asked questions
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What is Turtle exactly?Turtle is a human-led financial advisory service where specialists in investments, insurance, tax planning, succession planning, loans & credit cards talk to you, understand your needs, and give you the right advice to help you make the right decisions.
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What do you mean by financial well-being?Financial well-being means that you have the right amount of money when you need it. While you can't plan life, you can plan your money with Turtle - be it investing in the right mutual fund, preparing the right emergency fund, choosing the right insurance to secure the future of your loved ones, and many more such decisions.
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What is this goal-based planning?It's an exercise where the financial advisors assess your current needs and future aspirations (i.e. goals) and suggests the right solution basis your risk appetite so that you have a comfortable and peaceful life. It's the right way to create wealth over time.
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What about high returns on my investments?High returns are generated when the right financial advice is executed. We will take care of the advice part, you take care of executing it and high returns will follow automatically.
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How do i know if i need Turtle or financial advisory in general?Managing money correctly is a personal & complicated affair and not everyone has the time and knowledge to do so. But the complication has to be resolved, that where financial advisors come in the picture and give the right guidance to managing money rightly. Turtle is a one-stop destination where financial experts talk to you, understand your goals & build a personalized roadmap for your financial well-being.
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What is unique about Turtle?It's unbiased (no commissions-led selling or hidden fees) It's expert human-led (not robo-advisory) It's personalised
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But how do I know if turtle is right for me?It's quite simple actually! Everything we advice on has two parts to it - WHAT is right for you and WHY it is right for you now? Speak to a Turtle advisor today to validate this.
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What is this call with an advisor about? Is it FREE?It's a 30 to 45 minute long conversation where the advisor understands you and your requirements, assess your current financial health, your risk profile and talks about how Turtle can help you. After the call, you will receive a personalized financial wellness report that will communicate the goods and gaps in your current financial actions and yes the first call is FREE.
