Wealth Mantra - PMS, Stock Picking Process, Risk Management

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

MEET your Portfolio Manager:

Rohan Mehta

CEO & Portfolio Manager of Turtle Wealth
MBA with 17 Years of Experience in Equity Markets.
Proficient in Quant Investing, generated more than 21% CAGR Return.
Author of 212° The Complete Trader.
Managing more than 600+ Cr. Funds.
Passionate for: Spirituality, Stocks Squash & Vision Board.

Answering the 5 Questions

What to Buy?

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

When to Buy?

We buy when all the 3 PPPs Collaborate with each other.

How much to Buy?

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.

When to Exit?

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

When to Scale Up?

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