Turtle Wealth Management Pvt. Ltd. – Profit Mantra PMS


Key Portfolio Attributes

Inception Date: 09 Aug 2021

Number of Stocks: Up To 30 stocks

Fund Manager Name: Mr. Rohan Mehta

Fund Manager Qualification: MBA.

Fund Manager Experience: 20 Years of experience in Equity Markets

Investment Objective

The investment objective of Turtle Wealth Management Pvt. Ltd.’s Profit Mantra PMS is to consistently generate ALPHA by creating bespoke portfolios & investing in current & emerging leaders with a turnaround factor in common through Turtle’s quant-based investing process.

Investment Strategy

Turtle Wealth Management Pvt. Ltd.’s Profit Mantra PMS is a Quant-based strategy tailored for customized investment needs through bespoke portfolios.

Investment Philosophy

The investment philosophy of Turtle Wealth Management Pvt. Ltd.’s Profit Mantra PMS is to create Bespoke portfolios, tailoring each investment to meet specific client needs. Their investment decisions are guided by Turtle’s Quant Based Investment Process, focusing on Data rather than Human Bias.

They continuously Select, Allocate, and Review investments through our Trademark P.P.P. (Price, Profit, and People) investment process.

With adhering to the following NO’s for their PMS:

    • No Market Cap Bias
    • No Sector Bias
    • No Minimum Holding Bias
    • No Model Portfolio Allocation

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Do Not Simply Invest, Make Informed Decisions

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