Endeavor to consistently generate ALPHA by creating bespoke portfolios & investing in current & emerging leaders with a turnaround factor in common through Turtle’s quant-based investing process.
We create Bespoke portfolios, tailoring each investment to meet specific client needs. Our investment decisions are guided by Turtle’s Quant Based Investment Process, focusing on Data rather than Human Bias.
We continuously Select, Allocate, and Review investments through our Trademark P.P.P. (Price, Profit, and People) investment process.
With adhering to the following NO’s for our PMS:
No Market Cap Bias
No Sector Bias
No Minimum Holding Bias
No Model Portfolio Allocation
Product Features
Compounding Benefits Enjoy the power of compounding on your investments.
Bespoke Portfolio A tailored portfolio will be curated to match the risk tolerance of each investor
Market Capitalization
Large Cap
0%
Mid Cap
0%
Small Cap
0%
Cash & ETF
0%
Sector wise allocation
No Data Found
Performance Chart
Profit Mantra PMS Fund VS S&P BSE 500 TRI
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.
PMS Fund details
Benchmark
BSE 500 TRI
Minimum Investment
1 Cr.
Investing Approach
Quant Based
Portfolio Manager
Mr. Rohan Mehta
Fees
2% Flat Fees
Fund Manager
Rohan Mehta
CEO & Fund Manager of Turtle Wealth
MBA with 17 Years of Experience in Equity Markets.
Proficient in Quant Investing, generated more than 21% CAGR Returns