212° Wealth Mantra

Core Purpose of the Fund

“Endeavour to create 10x Wealth in 13 Years with a CAGR of 20%+ by investing in Outstanding Businesses where Leadership & Growth are in Common with a bottom-up approach & Robust Risk Management System.”

PMS FAQs
Know your Fund Manager:

Rohan Mehta

  • CEO & Fund Manager of Turtle Wealth
  • MBA, 15 Years + Experience of managing more than 100 million $ of Assets
  • Generated more than 21% CAGR Returns
  • Co – Author of 212 Degree The Complete Trader
  • Trained more than 1 Lac. Individual for Financial Literacy.
Know more about Rohan
PRI_6254

Process

Answering the 5 Questions

As per our PPP Process we buy Companies which are leaders aka guerrillas against all monkeys in market, with outstanding business and Meeting management this is what we follow religiously:   – ATH Price – ATH Profits – Meeting Management
We buy when all the 3 PPPs Collaborate with each other.

We buy 15 Stocks, Allocation is decided on our Turtle Risk Management System, we do not invest lesser than 4% and more than 6% in the 1st phase of a stock Investments.

Maximum Investment Money stock is 10% and we don’t Often Trim our Portfolio.

We believe in 50% of Top 5 Stock, Next 30% in Next 5 Stock & Last 20% in last 5 Stocks.

 

We decide Exit before we enter a stock, there are 3 types of Exit we prepare for

 

1. Price wise exit, Known as Happy Loss

2. Business wise exit, deciding when to exit as per the stock business and growth

3. Non-Performance Exit: Exiting if stock is not performing and not correcting

We Scale up and give more allocation to the performer stock, as per the company improves the performance in PPP Process

Investment Rationale

Why Turtle PMS

With all the same qualities as other PMS facilities, our PMS has one degree difference with our Top 5 Services:

Client Friendly Fee Structure Client Friendly Fee Structure
Client Friendly Fee Structure
Stock Entry Exit Note in a week Stock Entry Exit Note in a week
Stock Entry Exit Note in a week
Quartlery Review System Quartlery Review System
Quartlery Review System
Robust Risk Management System Robust Risk Management System
Robust Risk Management System
Easy Access with Team Easy Access with Team
Easy Access with Team

Download our Brochure to know more

    Phone Number (required)

    Verify Code (required)

    For more information kindly schedule a call with us.

    To compare with 212° Growth Mantra

    Click Here

    212° Wealth Mantra v/s 212° Growth Mantra