Aaditya Chhajed, CA, CFA

As a CA and CFA Charterholder and Director at Turtle Trail Wealth Private Limited, I specialise in managing multi-generational wealth and operating a multi-family office. With over ten years of experience, my career has been focused on multi-generational wealth, financial planning, and client engagement.

I am committed to supporting individuals and families in making informed investment decisions and achieving financial security. My work is guided by a mission to seamlessly integrate investments into personalised financial plans, helping clients manage and preserve their wealth for generations.

Aaditya has 10+ years of experience in investments, personal taxes, and goal-based financial planning. We have 7+ members in our team. We take pride in our ability to do good for our clients and their heirs, seamlessly integrating investments into a comprehensive financial plan. This is the core of our fulfilling profession.

The most important aspect of our work is ensuring that you will never have to worry about your money again.

Aaditya has conducted numerous financial awareness sessions at multinational corporations, residential societies, the CA Institute, NGOs, and more. Currently, Aaditya and his team are assisting over 500 families and institutions in making informed investment decisions and executing those strategies effectively. In his personal life, Aaditya is a callisthenics enthusiast.

Our office is located in Model Colony, Pune, Maharashtra, India and we have clients across the world. We are an AMFI-registered mutual Fund Distributor.

Aaditya's family includes his wife, CA Pradnya Bamb, a practising Chartered Accountant, and his younger brother, CA Rushabh Chhajed, along with his wife, who are both indirect tax experts at EY.