PMS with Quants | Invest in India’s Turnaround Businesses with Turtle Wealth

Invest in India’s

Turnaround Businesses

with

Turtle’s All-Season Quantitative PMS

Where Investment decisions are driven by Data & Processes,

not by Intuition and Judgements.

Featured in

Free Portfolio Review

Invest in India’s

Turnaround Businesses

with

Turtle’s Quantitative - PMS

Where Investment decisions are driven by Data & Processes,

not by Intuition and Judgements.

Featured in

Product & Services

Portfolio Management Services

We endeavour to create 10x Wealth in 10 Years with a CAGR of 25%+ with our Turtle Quant Process.

Portfolio Review Service

Get your Investment Portfolio Checkup, professionally backed by logic, not emotions!

Family Office Management

Appoint a CIO who works for the overall development of your Family Goals and Objectives under one Umbrella.

Portfolio Management Services

Optimize Your Investments with Our Expert PMS Services

Wealth Mantra PMS

Investing in Leaders

“Curated for Investors Looking for Great Companies with Low Volatility”

Last 1 Year Return
51.31%

Minimum Investment
50 Lakhs

Growth Mantra PMS

Investing in Emerging Leaders

“Curated for Investors Looking for High-Growth Companies with a Pinch of Volatility”

Last 1 Year Return
51.93%

Minimum Investment
50 Lakhs

Profit Mantra PMS

BESPOKE Investment

“Curated for special ones looking for Customised Investment requests”

Last 1 Year Return
49.19%

Minimum Investment
5 Cr.

Read Disclamier

Asset Under Management

Elevate Your Investments with Turtle Wealth's Expertly Guided AUM

600 ₊

CR Fund Manage

Fund Manage CR

600 +

USP

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

100% Quant Based Investment Process

Investment in Human Friendly & ESC Compliant Business

Easy Access to Top Management

Client Friendly Fee Structure

100% Focus + Ownership

Quarterly Review & Masterclass

Turtle's Quant Process

Ethos of Turtle’s Quant Process

An investing ideology that we live by and is deep in our DNA

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

Turtle Quant Process

Don't SELL North, Don't HOLD South, REPLACE East & West!" TM

1

No Minimum Holding Bias

2

No Investing in SIN Business

3

No Sector Bias

4

No Market Cap Bias

5

No Model Portfolio Allocation Bias

6

No Averaging Loser

7

No Premature booking profits

8

No Falling In Love With Stocks

9

No Entry before deciding Exits

10

No Complex Fee Structure

5 Crazy Features of Turtle's Quant Process

Investment happens only in

Turnaround & High Valued Business

Top 500 Companies of India

All-Time High-Profit Making Business

EXIT is decided before ENTRY

Portfolio Allocation based on Risk Parameters

PPP Investment Process^TM

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

Price

Stocks at ATH Price
Outperformance Of Stock to BSE 500
Deciding EXIT before ENTRY

Profits

Proﬁts at ATH
Value > Price
Turnaround Businesses

People

Meeting Management
Scuttlebutt Research
Due Diligence

Stock Selection Process

Step by Step-by-Step blueprint to generate Alpha, ensuring that every decision is data-driven without any human biases.

All Time High Stock Price After a long Consolidation

All Time
High Profits

Outperformance of Stock to BSE 500

Value > Price

Turnaround
Story

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.

PMS Fund Performance

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

Performance Data is as on September, 30 2024. | 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.