Invest in India’s
Turnaround Businesses
with
Turtle’s All-Season Quantitative PMS
Where Investment decisions are driven by Data & Processes,
not by Intuition & Judgements.
Featured in
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
Wealth Mantra PMS
“Curated for Investors Looking for Great Companies with Low Volatility”
Last 1 Year Return
51.31%
Minimum Investment
50 Lakhs
Growth Mantra PMS
“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
“Curated for special ones looking for Customised Investment requests”
Last 1 Year Return
49.19%
Minimum Investment
5 Cr.
Asset Under Management
600 +
CR Fund Manage
600 +
No Data Found
USP
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
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
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
Turnaround Business
Top 750 Companies of India
All-Time High-Profit Making Business
EXIT (Downside) is decided before ENTRY
Portfolio Allocation based on Risk Parameters
PPP Investment ProcessTM
Stock Selection Process
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
PMS Fund Performance
No Data Found
No Data Found
Our Wealth Creators
No Data Found