Wealthy Turtle

Wealthy Turtle Certified Financial Planner by Profession.

Passionate towards creating full fledged goal based financial planning and Investment Advisory based on Client`s Goal, Risk Appetite, Time Horizon and Expectations using different Financial Products.

05/05/2026

Today’s boring market=Tomorrow’s powerful returns.

* Stay invested in today’s Consolidate phase of market
* Add more/Grab an opportunity to Invest more.
* Be patient.💰😇

14/04/2026

Market girta hai… par strong investors nahi 📉💪

Correction is temporary,
Growth is permanent 📈✨

A special one as we receive the Award for Excellence from two Veterans of the Industry - Sankaran Naren, CIO of ICICI Pr...
20/07/2025

A special one as we receive the Award for Excellence from two Veterans of the Industry - Sankaran Naren, CIO of ICICI Prudential AMC Ltd and Nimesh Shah CEO at ICICI Prudential AMC Ltd.
Grateful for the recognition and inspired to continue striving for excellence! 😇

Nevil’s video Explaining Multi Asset Category of Mutual Fund selected in Divya Bhaskar's Personal Finance forum. https:/...
25/05/2025

Nevil’s video Explaining Multi Asset Category of Mutual Fund selected in Divya Bhaskar's Personal Finance forum.

https://www.divyabhaskar.co.in/utility/news/nevil-desai-cfp-of-defcon-investment-services-talks-about-multi-asset-funds-134192561.html

The Fund has performed giving outstanding Outperfomance in recent Volatile Market because of its Dynamic management.

It can be ideal choice for investing Lumpsum & starting SWP for senior Citizens. 😇

લેખક વિશે - નેવિલ દેસાઇ વ્યવસાયે સર્ટિફાઇડ ફાઇનાન્શિયલ પ્લાનર છે. | લેખક વિશે - નેવિલ મહેતા વ્યવસાયે સર્ટિફાઇડ ફાઇ.....

Had a wonderful Experience being part of the Residential Management Development Program (MDP) at . It was a truly enric...
10/04/2025

Had a wonderful Experience being part of the Residential Management Development Program (MDP) at .

It was a truly enriching experience—learning from esteemed faculty and engaging with industry peers brought valuable insights and fresh perspectives.

Grateful for the opportunity given by Aditya Birla Sun Life Mutual Fund (ABSLMF) and looking forward to applying these learnings ahead!

14/02/2025

This Valentine’s Day, Gift a Financial Security & freedom to your loved ones…
SIP karo…
INVEST karo…
Financial Future Secure karo…💰

12/01/2025

Our Video on ICICI Rural Opportunities Fund 🚜 selected in Zee News's Personal Finance forum and uploaded by them across all their Social Media Handles😇

Contact us to know and understand about the fund in detail👨‍🏫

Links for the respective Social media platforms are given below:

Zee News YouTube

https://youtu.be/GByc0nYHlNc?si=_NUcCQuN1iVhzpVm

Facebook
https://www.facebook.com/share/v/15pdeyYWte/

X
https://x.com/i/web/status/1876267625845792903

Instagram
https://www.instagram.com/p/DEfJORvyiA9/

15/12/2024

Dream big, plan smart, achieve relentlessly. 🎯✨

Goals without a plan are just wishes; make yours unstoppable! 🚀📈

14/11/2024

Are you prepared for your child’s higher education and child’smarriage when they turn 18 and 25 years???
Gift your child their dreams this Children’s Day and let them fly high.😇😎
Please note that we have done calculations on an assumptions basis @12% CAGR….

Hence returns are not guaranteed but you may land somewhere near to 12%( i.e. lesser or more than 12%)
Also the corpus required of 1Cr. Is also we have taken on assumption basis.
You may required lesser also more so plan accordingly…😎

Address

Mumbai
400056

Telephone

+918097794737

Website

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