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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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

Guided by Strategy, Driven by Performance
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.

Product & Services

Portfolio Management (PMS)

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

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Portfolio Review

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

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Family Office Management

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

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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 2 Year Return
26.10%

Minimum Investment
50 Lakhs

Portfolio

Growth Mantra PMS

Investing in Emerging Leaders

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

Last 2 Year Return
22.54%

Minimum Investment
50 Lakhs

Portfolio

Profit Mantra PMS

BESPOKE Investment

“Curated for special ones looking for Customised Investment requests”

Last 2 Year Return
32.02%

Minimum Investment
5 Cr.

Portfolio
Read Disclamier

PMS Fund Performance

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

Asset Under Management

491 Cr. +

Investors Family

254 +

No Data Found

Performance Data is as on March 31, 2025. | 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.

Asset Under Management

Elevate Your Investments with Turtle Wealth's Expertly Guided AUM

600 +

CR Fund managed

No Data Found

No Data Found

No Data Found

PMS Fund Performance

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

AUM

( CR Fund Manage )

600 +

Investors
Family

231 +

No Data Found

No Data Found

No Data Found

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% Advanced Quant Based Investment Process

Investment in Human Friendly & ESC Compliant Business

Easy Access to Top Management

100% Focus + Ownership

Quarterly Review & Masterclass

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% Advanced 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
More

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's Quant Process

Ethos of Turtle’s Quant Process

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

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

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

  • Stocks at All Time High Price
  • Outperformance at All Time High
  • Deciding EXIT before ENTRY

Profits

  • Profits at All Time High
  • Turnaround Businesses
  • Leadership/ Emerging Company

People

  • Meeting Management
  • Scuttlebutt Research
  • Due Diligence

5 Crazy Features of Turtle's Quant Process

Investment happens only in

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

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.

Reasons WHY you should NOT Invest with Turtle

Enhancing Performance with Reduced Risk
1

If your investment horizon is lesser than 2100 Days, you should not invest

2

If you can’t see your portfolio Down by 21%, you should not invest

3

If you expect High returns before 1000 days of investment, you should not invest.

4

If you have taken loan/bank CC and doing investments to get the difference of returns, you should not invest.

5

If your love for Profits is higher than the Process or Quality of Business we have invested, you should not invest.

1

If your investment horizon is lesser than 2100 Days, you should not invest

2

If you can’t see your portfolio Down by 21%, you should not invest

3

If you expect High returns before 1000 days of investment, you should not invest.

4

If you have taken loan/bank CC and doing investments to get the difference of returns, you should not invest.

5

If your love for Profits is higher than the Process or Quality of Business we have invested, you should not invest.

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.

PMS Fund Performance

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

No Data Found

No Data Found

Performance Data is as on November, 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.

Wisdom

Wealth Talk: Uncover Strategies and Insights for Financial Success
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