Investment Objective
Endeavour to consistently generate ALPHA by investing in India’s Turnaround Businesses where Leadership & Growth are in common with Turtle’s QUANT-Based Investment Process.
Driven by data, our investment strategy minimizes human bias through a structured, objective process.
Factsheet
Investment Theme
Tailored for first-time PMS investors seeking a mature company with moderate volatility and a focus on long-term wealth creation.We continuously select, allocate, and review investments through our trademark PPP (Price, Profit, and People) investment process.
Market Capitalization
Sector wise allocation
Performance Chart
Wealth Mantra PMS Fund vs S&P BSE 500 TRI
PMS Fund details
Inception Date
September 2019
Category
Flexi Cap Fund.
(Large & Mid Cap)
Benchmark
BSE 500 TRI
Minimum Investment
50 Lakhs
Investing Approach
Quant Based
Fund Manager
Mr. Rohan Mehta
Fund Manager
- 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
Option 1 – Fixed
Fees
2% Fixed Management Fees on
Average Net Asset Value
Option 2 – Hybrid Fee Model
Fixed Fee at 1% 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.Fees Calculator & Illustration
Custodian & Auditor
Custodian
Orbis Financial Corporation Ltd.
Auditor
SecMark Consultancy Ltd.