Clever Turtle

Name: Clever Turtle
Address: 3RD FLOOR, 699, TF02, 12th Cross Rd, 7th Block, Jayanagar, Bengaluru, Karnataka 560070, Bangalore, Karnataka, IN
Telephone: +919538109083

5.0 (6)Jayanagar 7th Block, Bangalore

Financial consultant

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Clever Turtle LLP — Premier Wealth Management Firm We offer expert financial solutions across Mutual Funds, Alternative Investment Funds (AIFs), Portfolio Management Services (PMS), Structured Investment Funds (SIFs), Insurance, Fixed Income, Unlisted Equities, and Pre-IPO Investments. Our approach: personalized goal-based investing, tax optimization, and research-driven strategies to maximize returns while minimizing risk. Whether you're an individual investor, business owner, or retiree, we guide you toward financial success with complete transparency. Invest wisely, grow steadily — with Clever Turtle.

www.cleverturtle.in

Why Visit

Clever Turtle provides personalized investment guidance with clear, transparent communication, helping clients diversify portfolios and achieve goals through tailored advice and simple explanations.

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Address

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3RD FLOOR, 699, TF02, 12th Cross Rd, 7th Block, Jayanagar, Bengaluru, Karnataka 560070

Direction

Phone+919538109083

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Offerings

summary(1)

Clever turtle offers financial consulting services focused on investment planning, including goal-based investments, swp, sip, and mutual funds. they provide personalized advice and clear explanations to help clients diversify portfolios and make informed decisions.

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Terms & conditions

Validity
• Valid for all days the store is open.
Points to remember
• Vouchers might not be applicable on discounted bills/products OR on any ongoing offers.
• Incidental redemption will not be refunded.
• Ongoing cashback will not be applicable on bills where voucher is used. Only grace amount depending on the bill size will be rewarded.
• Voucher amount is inclusive of all taxes and service charges.
Refund
• Refundable vouchers, If not redeemed OR expired, can be exchanged for points within 15 days of purchase.
Magicpay
• The offer can be availed on a minimum billing amount of 0 and up to a maximum billing amount of 30,00,000.
• The maximum discount that can be availed under this offer is capped at 50,000.
• A minimum of one (1) guest/pax is required to be eligible for the offer.
• A platform fee will be applicable in addition to the billing amount, as per the standard policy.
• The offer shall remain valid on all days when the store is open and operational, with no blackout days.
• The offer does not include any additional benefits, privileges, or complimentary services unless otherwise specified.
• Inclusions are not applicable (N/A) unless explicitly mentioned at the time of communication.

Clever Turtle Reviews

5.0

6 Online Ratings

What reviewers say

Based on 5 reviews from magicpin and online sources

Trusted, clear financial guidance

Clients consistently praise Clever Turtle for clear, tailored financial advice and smooth investment experiences. The team, especially Pranav, is commended for explaining options transparently and helping with goal-based planning and portfolio diversification. The firm is seen as a good resource for beginners and busy investors seeking guidance.

Most praised

Clear and transparent advice×3 — Team explains pros and cons simply and transparently.
Tailored goal-based planning×2 — Plans are customized to individual financial goals.
Helpful for beginners×2 — Good for those new to investing or short on time.
Responsive query handling — Queries are addressed clearly and promptly.