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Turtle Wealth PMS

PMS Rating

IME PMS Rating

AMC does not meet our selection criteria at this time

Not under our coverage universe: Turtle Wealth PMS is currently not on our coverage list.

The PMS/AIF AMC Rating is derived on the basis of our analysis on 5 key qualitative parameters that we use to analyse the quality of a PMS/AIF Provider. These include an assessment of the size of the AMC, the pedigree of the AMC, the pedigree of the team, the value of the investment philosophy & the level of differentiation. These insights of our central research team are documented in the IME RMS, and can be accessed during a consultation call with an IME PMS specialist.

PMS Background

Discretionary AUM (133cr) | Promoter Category ()

Inv Team

Investment Team

Rohan Mehta | 2-star rated FM

CEO & Fund Manager | 17 yrs Experience | 13 yrs at current firm

Past Experience: Research Head (Jainam Share Consultants Pvt Ltd)

Rohan Mehta is the CEO and Fund Manager of Turtle Wealth Management. He is the author of 212 Degree the Complete Trader. He is an MBA graduate with almost 15 years of experience in the markets and is a well recognised equity investor in Gujarat.

PMS/AIF Schemes

PMS & Listed Equity AIF Schemes

Scheme Category Style 1 yr 3 yr 5 yr Since Inc
Turtle Wealth Wealth Mantra Flexi Cap Concentrated 59.1 23.8 20.9

Returns as of 30-June-24.

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Details shared above, are only a short-snapshot of the more detailed analysis that resides in IME’s Proprietary RMS (Research Management Solution).

The IME RMS is the first tool ever, to give investors direct access to the insights of the central research team. Investors gain direct access to our ratings, rating rationales & analysis across thousands of funds (MFs, PMSs, AIFs, Global funds), asset classes, categories & more.

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