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

Turtle Wealth's core purpose is to generate exceptional alpha through a quantitative investment approach, ensuring that every decision is data-driven and without any human biases. We are a team of maverick yet disciplined individuals working to create long-lasting wealth in the most strategic way with the highest level of probity, discipline, and transparency. For clients, we primarily offer portfolio management services and other wealth management services where we value the client's profit more than the invested companies.

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 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.

Interested in Turtle Wealth Management Pvt Ltd?

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Regulatory Information

SEBI Registration: INP000006758

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

Disclaimer

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