Mukund Lahoty

For many, managing personal finances is a tedious and daunting task. This is a significant challenge because the fundamentals of personal finance are not formally taught in schools or colleges. People often seek advice from their close circle—parents, siblings, or peers—but this often leads to superficial "gyaan" or tactical, short-term plans. The average working professional often has only a superficial understanding of earning, saving, and spending.

While technology has simplified transaction-related affairs, its benefits are limited to those who already know how to navigate the financial world. This leaves many feeling lost, with fragmented knowledge and no trustworthy guide.

Mukund Lahoty's Turtle Financial Advisors is not just another startup; it is a mission to democratize financial well-being across India. By offering a transparent, easy, and personalized financial advisory hotline, Turtle provides a human-led approach that builds trust, with technology providing convenience. Their expert-led, goal-based financial planning helps clients learn, understand, and invest in the financial instruments that are right for them. The company also emphasizes the importance of understanding adjacent topics like insurance, taxes, and succession planning to ensure wholesome and sustainable financial growth.