Turtle Wealth Management

Data Over Emotion. Discipline Over Bias. Alpha Through Process.

SEBI-registered Portfolio Manager, Registration No. INP000006758
Headquartered at Magdalla, Surat, Gujarat
Offers PMS, PMS Advisory, Family Office Management and Professional PMS Training

PMS

Overview

About Turtle Wealth Management

At Turtle, the firm's Core Purpose is to create Long Lasting Wealth in the most strategic way with the highest level of Probity, Discipline, and Transparency. The firm's USPs are a 100% Transparent Quant Based Investment Process, Investment ONLY in Human Friendly Business, Bespoke Investment Solutions and Easy Access to Top Management.

Investment philosophy

Turtle's Quant Process is built on three pillars: Fundamental (Profits), Momentum (Outperformance) and Technical (Price). Every stock is evaluated on All Time High Price, All Time High Profits and All Time High Outperformance, and the exit is decided before the entry. Investment happens only in Turnaround Businesses from the Top 750 Companies of India. Allocation is based on risk: risk per stock is capped at 1.2% of invested value, and allocation is purely dynamic with no model portfolio. The Endeavour is to keep 80%+ of the portfolio in the ADD and HOLD categories. The process follows the "Don't SELL North, Don't HOLD South, REPLACE East & West" principle and avoids human bias in investment decisions.

PMS strategies3

Sorted by 3-year return. Returns are TWRR, net of fees; CAGR above 1 year.

Strategy

AUM (₹ Cr)

PROFIT MANTRA

Flexi Cap

WEALTH MANTRA FUND

Flexi Cap

AUM₹279

Research and advice1

Turtle Wealth Management Pvt. Ltd.
Type
Research analyst (RA)
SEBI registration
INH000019868
On SEBI's register as on 1 Nov 2026. Check SEBI's register

Team20

Rohan Mehta

Fund manager

CEO & Fund Manager

Rohan Mehta is the CEO and Portfolio Manager of Turtle Wealth Management. He is an MBA graduate with 17 years of experience in equity markets, specialising in Quant Investing. He has achieved a CAGR of over 21% on managed assets since inception and oversees funds exceeding ₹600 crore. Prior to founding Turtle Wealth, he worked as Research Head at Jainam Share Consultants Pvt. Ltd. Rohan is the author of '212°: The Complete Trader', a comprehensive guide to mastering trading strategies. His professional passions include spirituality, stock markets, squash and vision boards. He is the primary spokesperson for the firm's investment strategy and media appearances.

Hardik Gandhi

Chief Investment Officer

Hardik Gandhi is the Co-Founder and Chief Investment Officer of Turtle Wealth Management. He previously worked as an Equity Research Analyst at Jainam Share Consultants Pvt. Ltd. before co-founding Turtle Wealth. He is a key driver of the firm's quantitative research process and investment strategy.

Vibhati Arya Gandhi

Chief Operating Officer

Vibhati Arya Gandhi is the Co-Founder and Chief Operating Officer of Turtle Wealth Management. She manages operations and investor relations. She is also the designated Investor Grievance Officer for the firm (vibhati@turtlewealth.in).

God

Chief Result Officer

Kajal Jain

Senior Research Associate

Jemish Naliyapara

Quant Strategist

Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.

Turtle Wealth Management

Overview

About Turtle Wealth Management

Investment philosophy

PMS strategies3

Research and advice1

Team20

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Funds

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Past (1)