Turtle Wealth Management Private Limited
Investment Details
Investor Type
Family Office
Asset Class Focus
Private Equity, Venture Capital, Real Estate, Fixed Income (Debt and Bonds)
Stage Focus
Early Stage, Growth, Late Stage, Pre-IPO, Buyout
Geographical Focus
India
Industries Focus
- Financial Services
- Technology
- Healthcare
- Energy
- Consumer Goods
- Infrastructure
- Telecommunications
- Media
- Automotive
- Retail
- Education
- Agriculture
- Transportation
- Hospitality
- Pharmaceuticals
Investment Size:
5,000,000 to 50,000,000 USD
Investor Details Founded: 2012
Turtle Wealth Management Private Limited is a Surat-based family office specializing in portfolio management and family office services. The firm offers discretionary and advisory portfolio management services, aiming to create long-lasting wealth through strategic and disciplined investment approaches. Their services include Portfolio Management Services (PMS), PMS Advisory, and Family Office Management, all designed to meet the unique financial goals of their clients.
The firm's investment strategy emphasizes data-driven decisions, focusing on turnaround businesses and sectors such as technology, healthcare, and financial services. They cater to various investment stages, including early-stage, growth, late-stage, pre-IPO, and buyouts, with a minimum investment size of ₹50 lakhs and a maximum of ₹5 crores. Turtle Wealth is committed to ethical investing, avoiding industries like animal killing, liquor, tobacco, leather making, hotels, and casinos.
With a team led by CEO and Fund Manager Rohan Mehta, Turtle Wealth has been operational since its incorporation in 2012. The firm is registered with the Securities and Exchange Board of India (SEBI) under registration number INP000006758. Their office is located at 1001, Rajhans Montessa, Dumas Road, Magdalla, Surat, Gujarat 395007. For inquiries, they can be contacted via email at contact@turtlewealth.in or by phone at +91 78742 46790.
Requirements
- Focus on ethical and ESG-compliant businesses
Contact
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Mentioned In
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