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.
SEBI Reg No.: INP000006758
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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
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 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
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 1 Year Return
40.12%
Minimum Investment
50 Lakhs
Growth Mantra PMS
Investing in Emerging Leaders
“Curated for Investors Looking for High-Growth Companies with a Pinch of Volatility”
Last 1 Year Return
49.84%
Minimum Investment
50 Lakhs
Profit Mantra PMS
BESPOKE Investment
“Curated for special ones looking for Customised Investment requests”
Last 1 Year Return
52.69%
Minimum Investment
5 Cr.
Asset Under Management
Elevate Your Investments with Turtle Wealth's Expertly Guided AUM
600 +
CR Fund Manage
Fund Manage CR
600 +
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% 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
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
Don't SELL North, Don't HOLD South, REPLACE East & West!" TM
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
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
PPP Investment ProcessTM
A Hand-Crafted All-Weather Process that is made with the Vision of “Long Term Wealth Creation"
Stock Selection Process
Step by Step-by-Step blueprint to generate Alpha, ensuring that every decision is data-driven without any human biases.
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
Investing with Integrity: Our Commitment to Sinless, Ethical Businesses
We avoid companies linked directly or indirectly with above practices.
PMS Fund Performance
Performance Matters: Insights into Our Fund's Process Driven Success
No Data Found
No Data Found
Performance Data is as on October, 31 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.
Our Wealth Creators
Guided by Strategy, Driven by Performance
No Data Found
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.
Insights
Wealth Talk: Uncover Strategies and Insights for Financial Success
Podcast
Learning, Knowledge & Experience
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Insights & Updates: Explore Our Features Blogs and Media posts on investments
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