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About Us

We are committed to crafting a secure and prosperous future for you. Feel the abundance!
founder

Kirtan Bhatt,
Investment & Taxation Specialist FPSB, USA

Kirtan Bhatt is a Certified Investment & Taxation Specialist with over 5+ years of experience in wealth management. An engineering graduate with an avid passion for personal finance, Kirtan Bhatt with his strategic partner, Mr. Mitesh Panchal founded Turtlefolio Wealth in 2021, a comprehensive financial service firm in Rajkot having a presence in multiple cities across the country. The company provides customized Financial Planning, Mutual Fund Investments, and Tax Optimisation consultation for its numerous clients across India and abroad.

Kirtan's clients identify him as one who gives ‘Appropriate Personal Finance Guidance’ suited to all life stages–from youth, mid-life, to post-retirement. The passion for his work drives him to help his clients realize their dreams.

Gujarat's One of The Youngest Certified Investment Specialist, FPSB USA

300+ families have trusted us in their financial freedom journey.
We have designed 540+ goals and strategies to achieve them.

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+91 97272 72650

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Turtlefolio Wealth

WHO ARE WE?​

Process & Disciplined approach

Turtlefolio Wealth is a comprehensive Financial Services firm founded by Mr. Kirtan Bhatt who is a Certified Investment & Taxation Specialist, FPSB USA located in Rajkot. We are dedicated to providing exceptional and customized financial planning services to our clients.

Ethical Investor Management

We've been a pioneer in wealth management and financial services, as well as managing the portfolios of families and investors.

NRI Investments & Taxation

Apart from India, we have clients all around the world. Our feet are currently landed in the Germany, Canada and the United States.

Turtlefolio Wealth

WHO ARE WE?​

Process & Disciplined approach

Turtlefolio Wealth is a comprehensive Financial Services firm founded by Mr. Kirtan Bhatt who is a Certified Investment & Taxation Specialist, FPSB USA located in Rajkot. We are dedicated to providing exceptional and customized financial planning services to our clients.

Ethical Investor Management

We've been a pioneer in wealth management and financial services, as well as managing the portfolios of families and investors.

NRI Investments & Taxation

Apart from India, we have clients all around the world. Our feet are currently landed in the Germany, Canada and the United States.

540 +
Goals Designed
6 +
Professional team
300 +
Families Empowered
30 +
Years of combined experience

We have empowered more than 300+ families through
ZeroDebt framework.

Why Is Financial Planning Necessary?

In an increasingly complex financial landscape, a Certified Investment Specialist can help you understand your finances and align your investments to help you achieve your goals.

  • Expertise and Experience
  • Comprehensive Approach
  • Proven Track Record
  • Global Reach
  • Client-Centric Approach
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Our testimonials

What they’re talking about our policy

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All Testimonials
Christine Eve

Christine Eve

Founder & CEO
Leverage agile frameworks to provide a robust synopsis for high level overviews. Iterative approaches to corporate strategy data foster to collaborative thinking.
Kevin Smith

Kevin Smith

Customer
Leverage agile frameworks to provide a robust synopsis for high level overviews. Iterative approaches to corporate strategy data foster to collaborative thinking.
Jessica Brown

Jessica Brown

Founder & CEO
Leverage agile frameworks to provide a robust synopsis for high level overviews. Iterative approaches to corporate strategy data foster to collaborative thinking.
Team members

Meet our best professional insurance agents

Jessica Brown

Jessica Brown

Consultant
Yoni Albert

Yoni Albert

Consultant
Christine Eve

Christine Eve

Consultant
David Hardson

David Hardson

Consultant
Fred Andrew

Fred Andrew

Consultant
Sarah Rose

Sarah Rose

Consultant
Turtlefolio – Investment & Taxation Specialist