Regulatory Disclosures
Turtle Finance is a website owned by Peace Valley Ventures Private Limited, SEBI Registered Investment Adviser No. INA000021012. SEBI requires RIAs to disclose the status of complaints on their websites. Pursuant to the same, please refer to the data in the link below.
View MITC: Click Here
Grievance Redressal: Refer to the Escalation Matrix
About the Company:
Turtle Finance (Peace Valley Ventures Private Limited) is a SEBI-registered, fixed-fee investment advisory firm incorporated on April 16, 2025. The Company serves working professionals and NRI/cross-border clients across investments, tax, insurance, succession planning, and credit.
The company is registered with SEBI as a non-individual Investment Adviser with:
SEBI registration number: INA000021012
BSE enlistment no.: 2332
The Company was incorporated on: April 16, 2025
About the business activities of the company:
The Company provides fee-only investment advisory services, including financial planning, tax advisory, insurance advisory, succession planning, and credit advisory, to working professionals and NRI/cross-border clients.
Disciplinary History:
There are no outstanding litigations or no disciplinary history against the Company and its promoters and directors.
Disclosure about conflict of interest:
The Company does not receive any consideration either directly or indirectly from any person other than the client for the investment advisory services provided to the client.
The Company does not have any associates that are in the business relating to the securities market.
Disclosure about Associate Companies:
The Company does not have associate companies.
Disclosure about holding or position in the securities advised:
The Company does not have a holding or position in the same securities which are subject matter of advice given to the clients.