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Turtle Wealth Management Pvt Ltd – Portfolio Management Services (PMS)

Turtle Wealth is dedicated to achieving superior investment returns by employing a systematic, data-centric methodology that eliminates human discretion. Our team comprises innovative yet structured professionals committed to constructing sustainable wealth through strategic execution, adhering to the highest standards of integrity, discipline, and transparency. Our primary service offering to clients encompasses portfolio management and broader wealth advisory solutions, prioritizing client profitability above all else, including the performance of underlying investments.

AUM (₹ Cr)

746.07

Clients

286

Strategies

2

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Turtle Wealth Management Pvt Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Wealth Mantra Multi Cap & Flexi Cap 17.68% 24.33% 19.28% Sep 2019
Profit Mantra Multi Cap & Flexi Cap 9.45% 25.64% — Aug 2021

Past performance is not indicative of future results. Returns are subject to market risks.

Portfolio Managers & Fund Management Team

Mr. Rohan Mehta

Fund Manager

Rohan Mehta serves as the Chief Executive Officer and Portfolio Manager at Turtle Wealth. With a distinguished 17-year tenure in the equity markets, he spearheads the firm's commitment to investment performance. Mr. Mehta holds an MBA and possesses substantial expertise in quantitative investing, having consistently delivered a compound annual growth rate (CAGR) exceeding 21% on assets under his management. Turtle Wealth oversees an investment corpus of over Rs 600 crore, utilizing sophisticated investment methodologies designed to achieve an optimal balance between risk and return. Mr. Mehta's distinctive approach, characterized by innovative strategies and a deliberate focus on mitigating cognitive biases, has positioned him as a prominent professional within the financial industry. Further contributing to his thought leadership, Mr. Mehta is the author of "212°: The Complete Trader," a definitive resource for advanced trading techniques. His professional pursuits are further enriched by personal interests in spirituality, the capital markets, squash, and the practice of vision boarding.

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Regulatory Information

SEBI Registration: INP000006758

Registered Office: 1001, Rajhans Montessa, Dumas Rd, near Airport, Surat, Gujarat 395007

Disclaimer

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)