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
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Invest in Turtle’s PMS

Powered by an Advanced Quant Driven Investment Process

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

SEBI Reg No.: INP000006758
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FAQ's

Our Milestone

The Scale of Trust we've Built

₹ 1000 Cr+

Collective AUM Managed

500+

Investor Families

Top 10 Performer

Across All Schemes (FY 2025-2026(Source: PMS Bazaar)

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
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
Portfolio

Profit Mantra PMS

Curated for special ones looking for Customised Investment requests
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
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

Our Heroes!

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

GPIL

7.76×

TVS Motor

3.25×

BLS Intl

3.05×

M&M

2.92×

Silver ETF

2.68×

Muthoot

1.48×

GPIL | 7.76X

Chart
Disclaimer: Past performance does not guarantee future results. This material is not intended to be investment advice or a recommendation.
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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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