Turtle Wealth Management Pvt Ltd

Turtle Wealth Management Pvt Ltd

AUM (Cr.)

109.51

No. of Clients

83

No. of Strategy

2

As On

31 July 2021

Turtle Wealth Purpose is to “Create Wealth in most Disciplined and Systematic Way”, They are a bunch of mavericks yet disciplined team working flawlessly for Wealth Creation. Their distinct core forte is to build process driven investing and trading systems that has less art and more science. For clients, we offer Portfolio Management Services (SEBI Registered) and 360 ° Wealth Management Services to create Long-Lasting Wealth. Our CEO & Fund Manager has also written a Best Seller book called 212 Degree the Complete Trader on his journey and ideas to be a successful Trader and Investor.

PMS Strategies Returns
Strategy Name Category 1 Yr 2 Yr 3 Yr 5 Yr Inception Date
Turtle Wealth - 212 ° Wealth Mantra
MULTI CAP 50.30% 23.05% NA NA 27 Sep, 2019
Turtle Wealth - 212 ° Growth Mantra
MULTI CAP NA NA NA NA 18 Oct, 2020

* All performance above are as on 30th September 2021  * Above 1 year returns are in CAGR  

Portfolio Manager Profile

Mr. Rohan Mehta

Mr. Rohan Mehta

Fund Manager

AMC Registered Address

A 906 Sns Atria,Near Happy Exelencia, Vesu,Surat,Gujarat,India-395007
SEBI Reg No : INP000006758

AMC Investor Login Link

Click here

AMC Website Link

Click here

AMC Social Media

Disclaimer & Risk Factors:

We have taken and continue to take utmost care and caution in compilation of current and historical data (such as performance of Portfolio Managers, investment approaches followed and/or AUM of Portfolio Managers etc.,). We also take due care in analysis (such as making comparisons etc.,) of the data. The information and data provided by PMS bazaar on its website (including any of its publications/e-mails/newsletters) have been obtained and culled out of whatever is available on public domain/provided by the Portfolio Managers either on their own or at the request of PMS Bazaar and we do not in any way guarantee the accuracy [(in general and as well as with respect to regulatory compliance(s)], reliability, completeness, current-ness and/or timeliness of any content, information, data, analysis, software, text, graphics, links or communications provided on or through the use of the Website and we assume no liability and cannot be held responsible for any errors or omissions in such information, data (including regulatory non-compliances, if any) and/or analysis of such information and data nor for the results obtained by any user of the website (including any publications/e-mails/newsletters of PMS Bazaar) from the use of such content, information, data, analysis, software, text, graphics, links or communications provided on the Website or for any monetary or other damage suffered by you on account of such usage.

All information present on the Website of PMS bazaar (including any publications/e-mails/newsletters of PMS Bazaar) is to help investors in their decision-making process and shall not be considered as a recommendation or solicitation of an investment or investment strategy/approach/funds. The names of the portfolios/ strategies/approach/funds do not, in any manner, indicate their prospects or returns. There is no assurance or guarantee that the objective of portfolios/ strategies/approach/funds will be achieved. Past performance is not necessarily a guide to future performance and no way guarantee the future performance. Investment in securities markets is subject to market risks, Investors are responsible for their investment decisions and are responsible to validate all the information used to make the investment decision.All the information provided herein including Performance is not verified by SEBI nor has SEBI certified the accuracy or adequacy of the same.