Core Purpose

“Data Over Emotion. Discipline Over Bias. Alpha Through Quant."

PMS Performance & Ranking Snapshot

SCHEME:

Turtle Wealth Mantra

CATEGORY:

Multi & Flexi Cap

SOURCE:

PMS Bazaar

3 Month

11.66%

Rank 1 🏅

6 Month

13.63%

Rank 1 🏅

1 Year

17.68%

Rank 5 🏅

2 Year

18.72%

Rank 2 🏅

3 Year

24.33%

Rank 13 🏅

Benchmark Performance (BSE 500 TRI)

5.02% 1.63% 7.63% 11.65% 16.41%

Data as on 31st December 2025. Above performance data is not verified by SEBI. Past performance does not guarantee future results.
This material is not intended to be investment advice or a recommendation.

Explore Turtle’s Quant PMS

Wealth Mantra PMS

Curated for Investors Looking for Great
Companies with Low Volatility

Last 1 Yr Return 14.36%

BSE 500 TRI · 1 Yr
-3.12%

Investing Style

Leaders

Focus

Large & Mid Cap

Min. Investment

50 Lakhs

No. of Stocks

15 – 20

Growth Mantra PMS

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

Last 1 Yr Return 20.73%

BSE 500 TRI · 1 Yr -3.12%

Investing Style

Emerging

Focus

Small & Mid Cap

Min. Investment

50 Lakhs

No. of Stocks

15 – 20

Profit Mantra PMS

Curated for special ones looking for Customised Investment requests

Last 1 Yr Return 13.83%

BSE 500 TRI · 1 Yr -3.12%

Investing Style

Bespoke

Focus

Multi Cap

Min. Investment

5 Crore

No. of Stocks

25 – 30

Read Disclaimer

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.

A Fee Structure That Works For You

Pick the model that matches your investment style, all options are aligned with your success

Simple

🔒

Option 1

Fixed Management Fee

"Pay a flat fee. Keep all your gains."

Fixed Management Fee

—

No Profit Sharing

—

No Hurdle Rate

Frequency

Fixed Management Fee charged Quarterly

Calculated on daily weighted average NAV basis at the end of every financial Quarter

Fee Calculator →

Performance Driven

📈

Option 2

Performance Fee

"Our incentive is your growth."

Fixed Management Fee

Hurdle Rate

20%

Profit Share

Frequency

No Fixed Management Fee charged

Performance fees charged on all returns at the anniversary date, after considering hurdle rate and High Water Mark

Fee Calculator →

Balanced

⚖️

Option 3

Hybrid Fee

"A little skin in the game from both sides."

Fixed Management Fee

10%

Hurdle Rate

10%

Profit Share

Frequency

Fixed Management Fee charged Quarterly, calculated on daily weighted average NAV basis at the end of every financial Quarter

Performance fees charged on all returns at the anniversary date, after considering hurdle rate and High Water Mark

Fee Calculator →

Other Charges

The Portfolio Manager shall recover following charges on regular basis from the client at actuals.

✓18% GST Extra will be applicable on all fees. Taxes as may be applicable from time to time

✓Audit Certification charges

✓Bank Charges and Custody Charges

✓Demat Charges; Brokerage + Securities Transaction Tax (STT) + Exchange Transaction charges + Stamp Duty + any other statutory levies

Sector Rotation (% of Allocation)

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 3 – Hybrid Fee Model Fixed fee at 0% per annum on AUM and 20% Profit Sharing above the hurdle rate of 8% 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. Option 3 – Hybrid Fee Model Fixed fee at 0% per annum on AUM and 20% Profit Sharing above the hurdle rate of 8% on every anniversary date, subject to High Water Mark.	Customized Fee Structure

*All the above Fees are exclusive of 18% GST

Investment only in Human Friendly Businesses

Investing with Integrity: Our Commitment to Sinless, Ethical Businesses

Animal Killing

Liquor - Tobacco

Leather Making

Hotels and Casinos

Non ESG Compliant

We avoid companies linked directly or indirectly with above practices.

More Than Just A Portfolio

Included With Every Scheme

Investing
Masterclass

Digital
Onboarding

Quarterly
Review

Dedicated Relationship
Manager

WhatsApp Community &
Entry/Exit Notes

Anytime Access to
Portfolio

Top-Up Anytime.
Complete Flexibility

Exit Anytime.
No Lock-In Period

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

Reasons WHY you should NOT Invest with Turtle

Enhancing Performance with Reduced Risk

If your investment horizon is lesser than 2100 Days, you should not invest.

If you can’t see your portfolio Down by 21%, you should not invest.

If you expect High returns before 1000 days of investment, you should not invest.

If you have taken loan/bank CC and doing investments to get the difference of returns, you should not invest.

If your love for Profits is higher than the Process or Quality of Business we have invested, you should not invest.

If you expect we will ALWAYS be in profits and ALWAYS outperform the benchmark, you should not invest.

If you can’t wait for last 20% of the time for 80% of the returns, you should not invest.

If you expect we will always outperform Interest rates every month, and every year there would be profits, you should not invest.

If you are going to continuously compare Our Portfolio with other or different Asset class, you should not invest.

If any of this point you don’t agree, on a serious note you should not invest with us.

Client Onboarding Process

Individual

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

Step 1

Documents Submission

Step 2

Preparation of Annexures and other documents

Step 3

Account activation & Fund transfer

Step 4

Stock allocation & Login credentials

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 700+ 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

Interviews

Learning, knowledge & Experience

Invest with us

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

Have Question?

Find answers to common questions about our investment approach, strategies, and processes. Explore our FAQs to gain clarity and make informed decisions.

Core Purpose

“Data Over Emotion. Discipline Over Bias. Alpha Through Quant."

PMS Performance & Ranking Snapshot

11.66%

13.63%

17.68%

18.72%

24.33%

Explore Turtle’s Quant PMS

Wealth Mantra PMS

Growth Mantra PMS

Profit Mantra PMS

Our Wealth Creators

A Fee Structure That Works For You

Other Charges

Sector Rotation (% of Allocation)

Comparison - PMS Schemes

Investment only in Human Friendly Businesses

More Than Just A Portfolio

Value added services

1

2

3

4

5

6

7

8

Reasons WHY you should NOT Invest with Turtle

Client Onboarding Process

Individual

Step 1

Step 2

Step 3

Step 4

Non-Individual

Step 1

Step 2

Step 3

Step 4

Fund Manager

Rohan Mehta

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

Interviews

Invest with us

Have Question?

Portfolio Management (PMS)

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