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
“Curated for Investors Looking for Great Companies with Low Volatility”
Last 1 Year Return
51.31%
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
51.93%
Minimum Investment
50 Lakhs
Profit Mantra PMS
BESPOKE Investment
“Curated for special ones looking for Customised Investment requests”
Last 1 Year Return
49.19%
Minimum Investment
5 Cr.
Comparison - PMS Schemes
|
Point of difference
|
Wealth Mantra PMS
|
Growth Mantra PMS
|
Profit Mantra PMS
|
|---|---|---|---|
|
Investment Rational
|
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.)
|
18
|
18
|
30
|
|
Fees
|
|
|
0.5% Fixed Fee + 10% Profit Sharing at EOC (End of the Contract)
*All the above Fees are exclusive of 18% GST |
Metrics of our PMS Schemes
In Flexi Cap, Benchmark S&P BSE 500 TRI, Sorurce: PMS Bazaar
Top 5
In 1 Month
Top 4
In 3 Month
Top 1
In 6 Month
Top 2
In 1 Year
Top 3
In 2 Year
Top 4
In 3 Year
Our endeavour is to be in Top 5 PMS of India
PMS Fund Performance while Invested 1 Cr.
Performance Matters: Insights into Our Fund's Process Driven Success
21 %
CAGR
No Data Found
PMS Fund Performance
Performance Matters: Insights into our fund's process driven success
No Data Found
Performance Data is as on August, 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.
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.
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
- Passionate for: Spirituality, Stocks, Squash & Vision Boards
- Author of 212° The Complete Trader
"Don't SELL North, Don't HOLD South, REPLACE East & West!" TM
Podcast
Learning, knowledge & Experience
Client Onboarding Process
Individual
Non-Individual
Step 1
Documents Submission
Step 2
Preparation of Annexures and other documents
Step 3
Account activation & Fund transfer
Step 4
Stock allocation & Login credentials