Core Purpose

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

Investor Presentation
Sample Portfolio Report
PMS FAQs

Explore Turtle’s Quant PMS

Wealth Mantra

1 Year Return

59.05% CAGR

Minimum Investment

50 Lakhs

Portfolio

Growth Mantra

1 Year Return

56.68% CAGR

Minimum Investment

50 Lakhs

Portfolio

Profit Mantra

1 Year Return

69.89% CAGR

Minimum Investment

1 Cr.

Portfolio

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
40.12%

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 1 Year Return
49.84%

Minimum Investment
50 Lakhs

Portfolio

Profit Mantra PMS

BESPOKE Investment

“Curated for special ones looking for Customised Investment requests”

Last 1 Year Return
52.69%

Minimum Investment
5 Cr.

Portfolio
Read Disclamier

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
  • Below 1cr. 2% Fixed
  • Above 1cr. 1% Fixed + 10% Profit Sharing at EOC(End of the Contract)
  • Fixed Fees charged Will be adjusted against Profit sharing amount Fixed Fees charged Will be adjusted against Profit sharing amount at the time of any redemption..
  • Below 1cr. 2% Fixed
  • Above 1cr. 1% Fixed + 10% Profit Sharing at EOC (End of the Contract).
  • Fixed Fees charged Will be adjusted against Profit sharing amount at the time of any redemption.
  • 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

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.

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

no-alcohol

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

Schedule a Call

Portfolio Management Services