Investment Objective
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.
Driven by data, our investment strategy minimizes human bias through a structured, objective process.
Factsheet
Investment Theme
We create Bespoke portfolios, tailoring each investment to meet specific client needs. We continuously Select, Allocate, and Review investments through our Trademark P.P.P. (Price, Profit, and People) investment process.
Product Features
Seeking personalized investment solution
Direct Access to the Fund Manager
Priority Access to Special Situation Opportunity
Performance Chart
Profit Mantra PMS Fund vs S&P BSE 500 TRI
Performance In Bull Phase Vs Sideways Vs Bear Phase Vs Recovery Phase
Profit Mantra PMS Fund vs S&P BSE 500 TRI
PMS Fund details
Benchmark
BSE 500 TRI
Minimum Investment
5 Cr.
Investing Approach
Quant Based
Fund Manager
Mr. Rohan Mehta
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
Fees Structure
Customized Fee Structure.
Fees Calculator & Illustration
Custodian & Auditor
Custodian
Orbis Financial Corporation Ltd.
Auditor
SecMark Consultancy Ltd.