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Wealth Management Services
Intelligent Technology
Strategic Partnerships
Security and Compliance
Trust a turtle to know a thing or two about winning. Incorporating similar attributes of intelligence, patience and focus, we offer an additional attribute that lies at the core of growing, managing and sustaining wealth: cultivated personal relationships. We are a Private Boutique Wealth Management firm founded by a team of seasoned ex bankers, with individual industry experience of close to 2 decades across Wealth Management, Asset Management, Retail Banking, Commercial Banking and Financial planning. Our aim is to be a one stop shop providing personalized financial services that cater to the distinct wealth and financial needs for High Networth Individual Clients, Corporate Treasuries and Multi-Family offices.

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Now invest 24*7 in the mutual fund schemes without any hassles. Write to us at info@greenturtlefinserv.com for login details

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Wealth Management Services

  • Mutual Funds Distribution
  • Portfolio Management Services & Alternate Investment Funds
  • Different categories of Bonds: Tax free, Corporate, PSU, State Government Backed, Capital gain tax saving, Sovereign Gold, Central/Sate Government securities based
  • Market Linked Debentures
  • NRI Portfolio management services

Intelligent Technology

An easy to navigate, proprietary website and app that gives you control and access.
  • Online Transaction Capability to Buy and Sell Mutual Funds.
  • Integration & Management of your entire existing portfolio, including your insurance policies, real estate investments and fixed deposits!
  • One view statement of the entire portfolio

Strategic Partnerships

To enable our clients and help them with

  • Investment Banking opportunities (Angel funding, VC opportunities, Enabling Stake Sales and M&As)
  • Tax Planning & Advisory through our empaneled CA
  • Mortgage & Commercial Lending
  • Insurance Plans – Term & General Insurances including Health and Auto insurance
  • Research backed data
  • Real Estate- Through Cushman and Wakefield, our real estate partner

Security and Compliance

  • 100% cloud based data (On AWS) to ensure complete safety
  • Transactions routed through NSE and BSE digital platforms
  • SSL certified website
  • Maker and Authoriser transaction mechanism

Get the app & Invest
hassle free

  • Invest in the best Mutual Fund schemes.
  • Access to hand picked list of selected funds
  • Check your portfolio anytime anywhere.

Download our Mobile App Now

Our Team

Vijay Kumar

Director, Co-Founder

Deepak Sharma

Director, Co-Founder

Manav Duggal

Director, Co-Founder

Aneet Varshney

Director, Co-Founder

Suranjana Saha

Business Head

Our Partners

asset360
Alchmey
ask-pms
motilal
whiteoak
Abakkus-Logo
merculas
unifimf
ambit1
edelweiss-mf
hdfc-logo
icici
absl
kotak
axis
mirae
sbi
dsp
nipponindia
tata
uti
idfc
pgim-mf
PPFAS-MF
quant-mf
L&T_Mutual_Fund
FranklinTempleton
invesco-mf
sunduram
canara-robeco-mf
cushman-wakefield2

About Us

Trust a turtle to know a thing or two about winning. Incorporating similar attributes of intelligence, patience and focus, we offer an additional attribute that lies at the core of growing, managing and sustaining wealth: cultivated personal relationships.

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Investment Disclaimer : Green Turtle Finserv Pvt. Ltd. is an AMFI-registered Mutual Fund distributor of third party Investment products (shortly referred as ‘investment products’). Green Turtle Finserv Pvt. Ltd. does NOT provide investment advisory services in any manner or form.
Investment Products(i) are not bank deposits or obligations of or guaranteed by Green Turtle Finserv Pvt. Ltd. or any of its affiliates or subsidiaries; (ii) are not insured by any governmental agency (iii) are subject to investment/ market risks, including the possible loss of the principal amount invested.. (iv)Please read the scheme information and other related documents carefully before investing. (v)Past performance is not indicative of future return. Please consider your specific investment requirements before choosing a fund.

GST: 07AAJCG8280A1ZN | PAN: AAJCG8280A | CIN:U74990DL2022PTC399591 | ARN:  247917

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