i4Investments

Shape Your Investments

to

Create Happy Families

AMFI - Registered Mutual Fund Advisor

NISM Certified Insurance Advisor

IRDA Certified Insurance Advisor

SEBI Reg No.: INP000006758

Two Types of Investors: Which One Are You?

The Chasers

The Happy Rich

Stop chasing, start building,
i4Investments guides you to lasting wealth.

Strategic Investment, Purposeful Growth

Guided by Strategy, Driven by Performance

The stocks featured in the Our Wealth Creators section are for informational purposes only and do not constitute investment recommendations. Past performance is not indicative of future results. The stocks showcased may reflect a mix of realized and unrealized profits. Individual investors’ holdings may vary, and positions in these stocks are determined by our quant-based process in place.

Products

Portfolio Management Services

We take a data-driven approach to curate a portfolio that suits your risk profile, investment horizon, and financial objectives.

Investment Advisory Services

We guide you with expert insights and actionable strategies to make informed investment decisions for long-term growth.

Mutual Funds & SIPs

Your wealth-building journey doesn’t have to start with large sums. With i4Investments, you can begin smart and scale strategically.

Empowering You with Purpose-Driven Wealth Solutions

Tailored Programs for Growth, Protection & Financial Awareness

Happy Rich Family Program

Crafting Wealth with Purpose

“For Families Who Want to Grow, Protect, and Pass On Their Wealth with Joy and Clarity”

Average Client Satisfaction:
98%

Minimum Commitment:
₹25 Lakhs

Sampoorn Suraksha Program

Securing Every Corner of Your Life

“Built for Individuals and Families Who Believe in Protecting Their Present and Future Financially”

Protection Score Coverage:
100%

Minimum Commitment:
₹10 Lakhs

Financial Well-being Camps

Transforming Mindsets, Not Just Portfolios

“For Those Who Want Financial Literacy That’s Practical, Relatable, and Life-Changing”

Reach So Far:
5,000+
Lives Impacted

Minimum Group Size:
20
Participants

PMS Fund Performance

Performance Matters: Insights into Our Fund's Process Driven Success

Asset Under Management
491 Cr. +

Investors Family
254+

Performance Data is as on March 31, 2025. | Figures are inclusive of Fees, Taxes and other charges. | Returns have been calculated using Time Weighted Rate of Return method (TWRR) as prescribed by the SEBI. | Past performance does not guarantee future returns. | Above performance data is not verified by SEBI | SEBI Reg No: INP000006758.

Why Choose i4Investments?

At Turtle, our Core Purpose is to create Long Lasting Wealth in the most strategic way with the highest level of Probity, Discipline, and Transparency

Over 12 Years of Proven Investment Experience

Goal-Focused, Client-Centric Strategies

Comprehensive Financial Wellness Programs

Transparent & Research-Driven Approach

Personalized Support & Financial Education

Our Wealth Creation Strategy

Blending Human Insight with Disciplined Processes

Our strategies are not built on algorithms alone. Every recommendation is guided by real-life understanding of your family, goals, and financial comfort.

Markets may be driven by emotion, but we are not. Our approach is grounded in long-term conviction, helping clients avoid panic decisions and stay the course.

Through our flagship programs like the Happy Rich Family Program and Sampurna Suraksha, we ensure that your wealth journey covers health, protection, growth, and succession.

We believe in open conversations, regular reviews, and complete visibility into where your money is going and why.

Whether you’re a first-time investor, a business owner, or nearing retirement, our services adapt to your journey with clarity and simplicity.

PPP Investment Process

A Hand-Crafted All-Weather Process that is made with the Vision of “Long Term Wealth Creation

Price

Profits

People

Strategic Investment Approach: Built Around You

A goal-driven, personalised investment framework that transforms your financial vision into actionable, high-conviction portfolios.

Profiling

Understanding You Comes First

Planning

Crafting the Right Wealth Roadmap

Execution

Focused Portfolios with Conviction

Monitoring

Actively Tracked. Responsively Adjusted.

Reporting

Clear Communication. Full Transparency.

Investment only in Human Friendly Businesses

Investing with Integrity: Our Commitment to Sinless, Ethical Businesses

Animal Killing

Liquor - Tobacco

Leather Making

Hotels and Casinos

Non ESG Compliant

We avoid companies linked directly or indirectly with above practices.

Why You Might Not Be a Fit for i4Investments

Enhancing Performance with Reduced Risk

If your primary goal is to achieve rapid, high returns through speculative investments, you should not invest.

If you prefer frequent trading or high-risk strategies, you should not invest.

If you prefer a hands-off approach with minimal interaction, you should not invest.

If you're seeking short-term solutions without a commitment to long-term financial planning, you should not invest.

If you're uncomfortable with market volatility and potential short-term declines, you should not invest.

If our commitment to creating "Happy Rich Families" and our holistic approach to financial well-being doesn't resonate with you, you should not invest.

If you prefer opaque or bundled fee structures, you should not invest.

If you expect fixed or guaranteed profits, you should not invest.

If you are going to continuously compare Our Portfolio with other or different Asset class, you should not invest

If any of this point you don’t agree, on a serious note you should not invest with us.

Wisdom

Wealth Talk: Uncover Strategies and Insights for Financial Success

Associate With

Building Wealth Together

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