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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.
Past performance is not indicative of future returns. All returns are time-weighted (TWRR). Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
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.
| Period | This strategy | S&P BSE 500 TRI | Difference |
|---|---|---|---|
| 1 Month | −2.8% | −5.6% | +2.7% |
| 3 Months | +4.2% | −3.6% | +7.8% |
| 6 Months | +16.0% | +8.1% | +7.9% |
| 1 Year | +25.3% | −2.3% | +27.6% |
|---|
| 2 Years | +5.1% | −3.9% | +9.0% |
|---|
| 3 Years (CAGR) | +18.1% | +9.2% | +8.9% |
|---|
| 4 Years (CAGR) | +16.4% | +11.2% | +5.2% |
|---|
| 5 Years (CAGR) | +10.6% | +8.9% | +1.7% |
|---|
| Since launch | +15.3% | +11.7% | +3.7% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 68-month window · Source: Computed from NAV history
Maximum drawdown: 29.7%
Turtle Wealth Management’s story and investment philosophy are on the Turtle Wealth Management firm page.
Rohan Mehta
Fund managerCEO & 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
Kirti Golicha
Research Analyst
Harshraj Jadeja
Quant Research Analyst
Vidhi Gupta
Portfolio Advisory Analyst
Ravi Golwala
VP - Wealth Management
Rahul Kanabar
Wealth Management
Hitesh Patel
Head - Execution
Neha Vavwala
Head Client Service
Chirag Shah
Service Manager
Krishna Doshi
Operation Manager
Divyani Shinde
Operations - Mutual Funds
Surbhi Pareek
Compliance Manager
Nikhil Mittal
Accounts Manager
Manoj Solanki
Support
Registration No
INP000006758
Fund Manager
Mr.Rohan Mehta
Principal Officer
Mr.Rohan Mehta
Inflow
₹19.92 Cr
Outflow
₹1.50 Cr
Net
₹18.42 Cr
Not reported — complaint data for this strategy isn't available yet.
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