Kirtan Bhatt

Kirtan Bhatt is the Certified Financial Planner (CFP®) and the founder of Turtlefolio Wealth, an independent and unbiased platform that aims to upskill millennials in financial planning and enrich their goal-based planning approach. After working with over 500 individuals and gaining insights into their investment aspirations and concerns, as well as managing a substantial wealth portfolio, we have developed a simple formula: Investments (safe + liquid + productive) = Financial Wellbeing Kirtan is dedicated to utilizing this formula to assist families, corporations, and high-net-worth individuals in planning their finances to achieve risk-adjusted maximum return on investment while maintaining liquidity. Kirtan's vision is to address the issue of financial illiteracy by constructing a platform that enables users to reach their financial goals with the aid of evolving technology and tools.