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Turtle Wealth Management Pvt Ltd

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Turtle Wealth Management Pvt Ltd

Turtle Wealth Management Pvt Ltd

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AUM ₹ 493.65 Cr (As on Feb, 2025)
No. of schemes 3
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About Turtle Wealth Management Pvt Ltd

Turtle Wealth Management Pvt Ltd manages assets worth Rs 493.65 crores. Its current offering of PMS schemes includes 3 Flexicap schemes.

Portfolio MANAGERS

Rohan Mehta
Rohan Mehta
  • Schemes managed 3
  • Total AUM Undisclosed
  • Highest return in 1 year -3.23 %
Profile

Rohan Mehta is the CEO and Portfolio Manager at Turtle Wealth, bringing 17 years of experience in equity markets to drive investment excellence. An MBA graduate with deep expertise in Quant Investing, he has achieved a compound annual growth rate (CAGR) of over 21% on managed assets. Turtle Wealth manages funds exceeding Rs 600 crore, employing strategic investment approaches that balance risk and reward. Rohan’s innovative strategies and dedication to reducing human bias have distinguished him as a leading figure in the finance sector. In addition to his role at Turtle Wealth, , he is the author of 212°: The Complete Trader, a comprehensive guide to mastering trading strategies. His professional interests are complemented by a passion for spirituality, stock markets, squash, and vision boards.

FUND MANAGER INTERVIEWS

"Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund
Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund 19:21
"Over 50% Return In 1 Year! Here's All You Need To Know About Dividend Yield Mutual Funds
Over 50% return in 1 year! Here's all you need to know about Dividend Yield Mutual Funds 3:24
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AMC Details

Address
001, Rajhans Montessa, Dumas Rd, near Airport, Surat, Gujarat 395007
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PMS Schemes

1M 3M 6M 1Y 3Y 5Y
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Compare
Turtle Wealth - 212 Wealth Mantra
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
FLEXICAP
Category Rank
19 Out of 62
Fixed Fee
2.00%
Scheme Return
-7.11%
Benchmark Return
-3.43%
Profit Mantra
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
FLEXICAP
Category Rank
55 Out of 62
Fixed Fee
2.00%
Scheme Return
-11.57%
Benchmark Return
-3.43%
Turtle Wealth - 212 Growth Mantra
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
FLEXICAP
Category Rank
56 Out of 62
Fixed Fee
2.00%
Scheme Return
-11.65%
Benchmark Return
-3.43%
Scheme Name Category Category Rank Scheme Return Benchmark Return Benchmark AUM (Rs Cr) Hurdle rate Fixed fee
Turtle Wealth - 212 Wealth Mantra
19Out of 3
-7.11%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
0.00
No Option
2.00%
Profit Mantra
55Out of 3
-11.57%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
0.00
No Option
2.00%
Turtle Wealth - 212 Growth Mantra
56Out of 3
-11.65%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
0.00
No Option
2.00%
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FAQs

What is the total AUM managed by Turtle Wealth Management Pvt Ltd ?
The total AUM managed by Turtle Wealth Management Pvt Ltd is ₹493.65 crores
What is the total number of schemes managed by Turtle Wealth Management Pvt Ltd ?
The total number of schemes managed by Turtle Wealth Management Pvt Ltd is 3
What is the best performing PMS scheme of Turtle Wealth Management Pvt Ltd in 1 year ?
The best performing PMS scheme of Turtle Wealth Management Pvt Ltd in 1 year is Turtle Wealth - 212 Wealth Mantra.
What is the best performing PMS scheme of Turtle Wealth Management Pvt Ltd in 3 years?
The best performing PMS scheme of Turtle Wealth Management Pvt Ltd in 3 years is Profit Mantra

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