Invest in India's
Turnaround Businesses
with
Turtle’s Advanced Quantitative PMS
Where Investment decisions are driven by Data & Processes,
not by Intuition & Judgements.
SEBI Reg No.: INP000006758
There are 2 Types of Investors in Market
Story & Intuition
Data & Logic ✅
Turtle Wealth PMS is for the one who believes in ‘Data & Logic’
Our Wealth Creators
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.
Our Wealth Creators
Product & Services
Portfolio Management (PMS)
We endeavour to create 10x Wealth in 10 Years with a CAGR of 25%+ with our Turtle Quant Process.
PMS Advisory
Get Your Portfolio Reviewed by Experts. We Advise, You Decide.
Family Office Management
Appoint a CIO who works for the overall development of your Family Goals and Objectives under one Umbrella.
Portfolio Management Services
Wealth Mantra PMS
“Curated for Investors Looking for Great Companies with Low Volatility”
2 Year CAGR
20.19%
Minimum Investment
50 Lakhs
Growth Mantra PMS
“Curated for Investors Looking for High-Growth Companies with a Pinch of Volatility”
2 Year CAGR
14.66%
Minimum Investment
50 Lakhs
Profit Mantra PMS
“Curated for special ones looking for Customised Investment requests”
2 Year CAGR
17.55%
Minimum Investment
5 Cr.
Performance In Bull Phase Vs Sideways Vs Bear Phase Vs Recovery Phase
USP
100% Advanced Quant Based Investment Process
Investment in Human Friendly & ESG Compliant Business
Easy Access to Top Management
100% Focus + Ownership
Quarterly Review & Masterclass
Turtle's Quant Process
Ethos of Turtle’s Quant Process
Made with 20 Years of Experience by Rohan Mehta (CEO & Portfolio Manager)
Extremely Simple and fuelled
with Speed
We know when to Hold, Run, Fold or Walk Away.
To Hold North, To Sell South & To Replace East & West Stocks
We Love our Clients Profit more than the Invested Companies
PPP Investment ProcessTM
5 Crazy Features of Turtle's Quant Process
Turnaround
Business
Top 750 Companies of India
Outperformance of Stock to BSE 500
EXIT (Downside) is decided before ENTRY
Portfolio Allocation based on Risk Parameters
Investment only in Human Friendly Businesses
Animal Killing
Liquor - Tobacco
Leather Making
Hotels and Casinos
Non ESG Compliant
Reasons WHY you should NOT Invest with Turtle
If your investment horizon is lesser than 2100 Days, you should not invest.
If you can’t see your portfolio Down by 21%, you should not invest.
If you expect High returns before 1000 days of investment, you should not invest.
If you have taken loan/bank CC and doing investments to get the difference of returns, you should not invest.
If your love for Profits is higher than the Process or Quality of Business we have invested, you should not invest.
If you expect we will ALWAYS be in profits and ALWAYS outperform the benchmark, you should not invest.
If you can’t wait for last 20% of the time for 80% of the returns, you should not invest.
If you expect we will always outperform Interest rates every month, and every year there would be 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
Interviews
Our Channel Partners
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