Core Purpose of the Fund
“Endeavour to create 10x Wealth in 10 Yrs. with a CAGR of 25% + by investing in Fastest Growing Companies of India, with a bottom-up approach & Robust Risk Management System”
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Stock Selection Process
Fastest Growing company
Multi Year Consolidation Breakout
Tomorrows probable Leaders
Average of 10,000 Cr. Of Market Cap.
Last 10 Years result of P.P.P. Strategy which we use in 212° Wealth Mantra PMS, a world-class Strategy by investing in Outstanding Businesses where Leadership & Growth are in Common with a bottom-up approach & Robust Risk Management System
Answering the 5 Questions
P.P.P. Formula – Price, Profits & people
Up to 18 Companies, Allocation as per Turtle Risk Management System
Lollapalooza effect
Price & Performance
We will add up more as per the new shape in P.P.P. of Company
Investment Rationale
- Multi Cap Investment Strategy
- Up to 18 Businesses
- Benchmark = NIFTY 500
- Liquid Money to be Invested in Liquid Bees
- No Sector Specific Investment approach
- No Minimum Portfolio Investment Approach
- Bottom-Up Stock Selection Approach
Why Turtle Wealth PMS?
- Process Driven Approach (5 Questions)
- Drawdown cover at 18%* of Investment
- Investments in India’s Fastest Growing Companies
- Extremely Focused on PMS & Owner Driven
- Quarterly PMS Showcase & Reviews
- Client Centric Fees Structure
- Human Friendly Portfolio
- Process who knows when to "EXIT"
Know the Fund Manager
With more than a decade plus of experience, our Fund Manager Mr. Rohan Mehta is an Independent Individual Investor and one of the youngest Fund Managers in India. He has attained Master’s in Business administration (M.B.A). Known for his Popular Disciplinary approach, he has trained more than 1 lakh Individuals and has mastered 500 + trading & investing strategies. He is also the author of one of the best-selling books – 212° The Complete Trader.