Home - Turtlefolio - Investment & Taxation Specialist

We are on a mission
to transform the
financial lives of
10,000 families by 2047

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540+

Goals Designed

6 +

Professional team

300+

Families Empowered

30 +

Years of combined experience

Certified Expertise

Founded by Mr. Kirtan Bhatt, an Investment & Taxation Specialist, FPSB with a team of 30+ years of combined experience offering personalized financial guidance.

Comprehensive Services

Tailored financial planning, mutual funds, and insurance solutions under one roof.

Trustworthy Reputation

Serving clients across India and abroad, we built a reputation for ethical practices & proven results.

30+

years of combined experience

WHO WE ARE

Welcome to Turtlefolio Wealth

Mr. Kirtan Bhatt, Investment & Taxation Specialist, FPSB USA with over 5 years of experience in managing family's wealth. An engineering graduate with expertise in Behavioural Finance. Kirtan founded Turtlefolio Wealth in 2021, a comprehensive financial services firm in Rajkot, Gujarat. The company provides customized Financial Planning, Mutual Fund Investments, and Tax Optimisation advice for its numerous clients across India and abroad.

Gujarat's

One of The Youngest Certified Investment Specialist

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Strategy

Goal Based Financial Planning

Risk Mitigation & Insurance Planning

Loan Management & Optimization

Existing Portfolio Review & Asset Allocation

Tax Planning & Filling

Estate & Legacy Planning

Mr. Kirtan Bhatt,
Chief Wealth Engineer

Investment & Taxation Specialist , FPSB, USA

With over 5 years of experience as a Personal Finance Coach, Mr. Kirtan Bhatt has worked with individuals and families to help them achieve their financial goals through his ZeroDebt framework which is a crystal-clear, process-oriented, and disciplined method of managing money.

He is now on a mission to transform the financial lives of 10,000 families by 2047 through his proven ZeroDebt framework which has empowered more than 300+ families by 2024.

Customized Financial Planning

We offer personalized financial planning services tailored to your individual goals, risk tolerance, and financial situation.

Comprehensive Solutions

From mutual fund investments to tax optimization, our range of services covers various aspects of your financial well-being.

Academic Background

Our founder brings a strong academic foundation and rich experience in managing family's wealth.

MUTUAL FUNDS

Diversified investment portfolios for potential growth.

LIFE INSURANCE

Financial protection for your loved ones' future.

HEALTH INSURANCE

Medical expense coverage for peace of mind.

GENERAL INSURANCE

Flexible protection for unexpected risks.

FIXED INCOME

Steady returns with lower investment risk.

CAPITAL MARKET

Trading platform for financial securities.

I am so happy to share my experience of working with Kirtan & Turtlefolio Wealth. Kirtan guided me on various segments in managing my finances optimally. He knows his craft well and I feel confident about managing my finances after consulting Turtlefolio Wealth.
I wholeheartedly recommend Mr. Kirtan Bhatt and his firm Turtlefolio Wealth to anyone seeking reliable, knowledgeable, and client-focused Financial Planning!

Cosulting Civil Engineer

Sachin Bajaj

Financial knowledge is as important as academic knowledge. This is the mantra of the financial planner Kirtan Bhatt. His ability to explain financial concepts in a clear manner is commendable. He consistently provided investment advice and helped me navigate through the complexities of the market and achieve steady growth in my portfolio. I would highly recommend Kirtan to anybody seeking professional advice related to finance and portfolio building.

Senior Data Scientist

Suyash Singh

Kirtan helped me understand my finance and budgeting which showed the right way to manage the finances. After consulting Kirtan, I am now more confident for my finances and the goals which we have planned for my family.

Water Resource Engineer

Anurag Kashyap