“Financial Wellness Is Everyone’s Birthright”
TurtlePi, a brand by iCapital Financial Technology Pvt. Ltd, is a client oriented organization, which aims to bring financial wellness to the doorstep of the retail investor by clearly defining risk & investments.
TurtlePi is a portmanteau of the words ‘Turtle’ and ‘Pi’ – the Turtle is indicative of the proverbial turtle in the well-known ‘Turtle and Hare Story’ denoting the growth of money steadily but surely, while Pi is indicative of the mathematical consonant π, an infinite number, denoting ‘no limits’!
TurtlePi aims to give optimum guidance to clients and help them achieve their financial targets and aspirations through an AI&ML based e-advisor, Master Turtle, which is ever evolving with the latest technologies.
Our Motto
“We wish to educate investors as they navigate the complex world of personal finance and make it easier for them to make informed decisions.”
What Are The Problems That TurtlePi Aims To Solve?
- Non-availability of comprehensive target oriented financial coaching based on quantamental research
- Non-availability of tools that plan insurance premiums and help investors in avoiding policy lapses
- Non -availability of investment coaching in vernacular languages
- Limited access to quantamental research based tools to individual and institutional investment strategists for providing target oriented coaching to their clientele
Meet The Leadership
Ravi Prasad CEO
- An MBA graduate with over 19+ years’ experience in Asset Management, Wealth Management, Investment Advisory and Insurance
- Instrumental in establishing brands, across the aforementioned sectors, from the ground up
- Worked at HDFC MF, DSP Merrill Lynch, Motilal Oswal and Pramerica Asset Managers in Senior roles
Naveen Kanth (FRM, CFPCM), COO
- An MBA graduate with 20+ years’ experience in Broking, Investment Advisory, Wealth Management and Financial Planning
- An expert in Quantitative Financial Research, a Certified Financial PlannerCM (CFP) and a qualified Financial Risk Manager (FRM); also holds a Certificate in Derivatives Market Strategies (CDMS) from Moody Analytics.
- Worked at HSBC Investdirect , Sharekhan, ArthaYantra Robo Advisory and ICICI Direct in Senior roles
Meet The Team
V. Manasa Manager - Branding & Communications
- B.Tech graduate with experience in Content Strategy, Branding and PR
- Certified by Cambridge University for Proficiency in English, CPE
M A Bavana Manager - Operations
- B. com graduate with 9+ years of experience in senior roles at reputed firms such as DSP Merrill Lynch, PNB Asset Management and Pramerica Asset Managers
- Passed AFMI Distributors Module