Invest in Turtle’s PMS

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Quant Driven Investment Process

“Data Over Emotion. Discipline Over Bias. Alpha Through Process."

SEBI Reg No.: INP000006758
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Our Story

Our Story

"Top 10 PMS Performer Across All Schemes in FY 25‑26" Source: PMS Bazaar

Our Milestones

0+ Yr

of Experience

₹0+ Cr

Collective AUM Managed

0+

Investors & Families

Clients Across

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Cities in India

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International Countries

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% Transparent Quant Based Investment Process

Investment ONLY in Human Friendly Business

Bespoke Investment Solutions

Easy Access to Top Management

NO Exit Load &
Lock In Period

Explore Turtle’s Quant PMS

Wealth Mantra PMS

Curated for Investors Looking for Great
Companies with Low Volatility
Last 1 Yr Return 24.91%
BSE 500 TRI · 1 Yr 3.64%

Investing Style

Leaders

Focus
Large & Mid Cap
Min. Investment

50 Lakhs

No. of Stocks
15 – 20
Universe
Top 750 Companies
Portfolio

Growth Mantra PMS

Curated for Investors Looking for High-Growth Companies with a Pinch of Volatility
Last 1 Yr Return 32.09%
BSE 500 TRI · 1 Yr 3.64%

Investing Style

Emerging

Focus
Small & Mid Cap
Min. Investment
50 Lakhs
No. of Stocks
15 – 20
Universe
Top 750 Companies
Portfolio

Profit Mantra PMS

Curated for special ones looking for Customised Investment Solutions
Last 1 Yr Return 24.44%
BSE 500 TRI · 1 Yr 3.64%

Investing Style

Bespoke

Focus
Multi Cap
Min. Investment
5 Crore
No. of Stocks
25 – 30

Universe

Top 750 Companies

Portfolio
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Turtle's Quant Process

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ADD

Super Performers

HOLD

Performers

EXIT/REPLACE

Under Performers

More Than Just a Portfolio

Included with every Scheme

Investing
Masterclass

Digital
Onboarding

Quarterly
Review

Dedicated Relationship
Manager

WhatsApp Community &
Entry/Exit Notes

Anytime Access to
Portfolio

Top-Up Anytime.
Complete Flexibility

Exit Anytime.
No Lock-In Period

Turtle Quant-Driven Investment Principles

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

No Minimum
Holding Bias

No Investing in SIN Business

No Sector
Bias

No Market Cap
Bias

No Model Portfolio Allocation Bias

No Averaging
Loser

No Premature booking profits

No Falling In Love With Stocks

No Entry before deciding Exits

No Complex Fee & Structure

Our Heroes!

Investments that have contributed meaningfully to our long-term performance and growth

GPIL

8.54×

TVS Motor

3.25×

BLS Intl

3.05×

Silver ETF

2.86×

Nava

4.18×

GPIL | 7.76X

Chart
Disclaimer: Past performance does not guarantee future results. This material is not intended to be investment advice or a recommendation. Data is as on April 30, 2026.
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Investment only in Human Friendly Businesses

Investing with Integrity: Our Commitment to Sinless, Ethical Businesses
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Animal Killing

no-alcohol

Liquor - Tobacco

Leather Making

Hotels and Casinos

Non ESG Compliant

We avoid companies linked directly or indirectly with above practices.

Wisdom

Wealth Talk: Uncover Strategies and Insights for Financial Success
Interviews

Our Channel Partners

Building Wealth Together
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Kunverji
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Featured in

Sharing Insights, Shaping Perspectives
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Have Question?

Find answers to common questions about our investment approach, strategies, and processes. Explore our FAQs to gain clarity and make informed decisions.
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