Portfolio Management (PMS)

Core Purpose

We endeavor to make the most Investor Friendly Products & Services, where Clients Wealth Creation is our Top Priority.

Explore Turtle’s Quant PMS

Wealth Mantra PMS

Investing in Leaders
Focus: Large & Mid Cap

“Curated for Investors Looking for Great Companies with Low Volatility”

Last 2 Year Return
20.83%

Minimum Investment
50 Lakhs

Growth Mantra PMS

Investing in Emerging Leaders
Focus: Small & Mid Cap

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

Last 2 Year Return
15.03%

Minimum Investment
50 Lakhs

Profit Mantra PMS

BESPOKE Investment
Focus: Multi Cap

“Curated for special ones looking for Customised Investment requests”

Last 2 Year Return
23.30%

Minimum Investment
5 Cr.

Read Disclaimer

Performance In Bull Phase Vs Sideways Vs Bear Phase Vs Recovery Phase

Performance Data is as on July 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.

Comparison - PMS Schemes

Point of difference	Wealth Mantra PMS	Growth Mantra PMS	Profit Mantra PMS
Investment Rationale	Curated for Investors Looking for Leader Companies with Low Volatility.	Curated for Investors Looking for High-Growth and Emerging Leader Companies with a Pinch of Volatility	BESPOKE Investment in Leader & Emerging Leaders Seeking personalized investment solution. ❖Direct Access to the Fund Manager ❖Priority Access to Special Situation Opportunity
Investment Strategy	Turtle’s Quant – Based	Turtle’s Quant – Based	Turtle’s Quant – Based
Minimum Investment	50 Lakh	50 Lakh	5 Cr.
Risk Profile	Balanced	High	Elevated
Number of stocks (Max.)	15 - 20	15 - 20	25 - 30
Fees	Option 1 - Fixed Fees 2% Fixed Management Fees on Average Net Asset Value Option 2 – Hybrid Fee Model Fixed Fees at 1.00 % per annum on AUM and 10% Profit sharing above the Hurdle Rate of 10% on every anniversary date subject to High Water Mark.	Option 1 - Fixed Fees 2% Fixed Management Fees on Average Net Asset Value Option 2 – Hybrid Fee Model Fixed Fees at 1.00 % per annum on AUM and 10% Profit sharing above the Hurdle Rate of 10% on every anniversary date subject to High Water Mark.	Customized Fee Structure

*All the above Fees are exclusive of 18% GST

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.

Value added services

1

Investing Masterclass

2

WhatsApp Investor Community

3

Entry & Exit Note of Stocks

4

PMS Quarterly Review

5

Dedicated Service Manager

6

Digital Onboarding

7

Quarterly Result Update With Commentary

8

We love our Clients more than our Companies

Investment only in Human Friendly Businesses

Investing with Integrity: Our Commitment to Sinless, Ethical Businesses

More

Animal Killing

Liquor - Tobacco

Leather Making

Hotels and Casinos

Non ESG Compliant

We avoid companies linked directly or indirectly with above practices.

Fund Manager

Rohan Mehta

CEO & Fund Manager

MBA with 20 Years of Experience in Equity Markets.

Proficient in Quant Investing, generated more than 21% CAGR Returns

Managing more than 600+ Cr. Funds

GOAL: To be GOAT in Quant Investing

Author of 212° The Complete Trader

Passion: Spirituality, Stocks, Squash & Vision Boards

BMI: 23.90

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

Podcast

Learning, knowledge & Experience

More

Client Onboarding Process

Individual

Process

Step 1

Documents Submission

Step 2

Consent and E-sign verification

Step 3

Account activation & Fund transfer

Step 4

Stock allocation & Login credentials

Non-Individual

Process

Step 1

Documents Submission

Step 2

Preparation of Annexures and other documents

Step 3

Account activation & Fund transfer

Step 4

Stock allocation & Login credentials

Invest with us

Accelerate your wealth journey with Turtle’s Advanced Quantitative PMS — driven by data and process, not intuition.

Schedule a Call