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

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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

Market Capitalization​

Large Cap
0 %
Mid Cap
0 %
Small Cap
0 %
Cash & ETF
0 %

Sector Wise Allocation

Capital Goods BFSI Pharmaceuticals Automobile MetalETF 27.86% 14.20% 13.35% 6.31% 5.51%

Performance Chart

Profit Mantra PMS Fund vs S&P BSE 500 TRI

Profit Mantra PMS Fund vs S&P BSE 500 TRI

Performance Data is as on April 30, 2026. | 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

5 Cr.

Investing Approach

Quant Based

Fund Manager

Mr. Rohan Mehta

Fund Manager

Rohan Mehta

CEO & Fund Manager
LASER FOCUSED on Building India’s Leading Quant PMS & Investing Tech Platform
  • MBA with 20 Years of Experience in Quant Investing
  • Among the Top 10 Fund Manager in FY 25-26
  • Curator of www.exitmantra.com – Investing Fintech Platform
  • Managing more than 1000+ Cr. Financial Assets
  • Author of 212° The Complete Trader
  • ⁠Passion: Spirituality, Stocks, Squash & Vision Boards
"Don't SELL North, Don't HOLD South, REPLACE East & West!" TM​

Fees Structure

Customized Fee Structure.

Fees Calculator & Illustration

PMS Fees Calculator
PMS Fees Illustration
Custodian & Auditor

Custodian
Orbis Financial Corporation Ltd.

Auditor
SecMark Consultancy Ltd.

Have Question?

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