Turtle PMS is built on the belief that wealth creation is a journey that requires consistency, discipline, and a long-term perspective. Inspired by the philosophy of the Turtle—fast yet consistent, adaptable yet steady—we focus on generating sustainable growth for our clients. In the capital markets, true success lies not in short bursts of speed but in staying consistent, flexible, and forward-looking across cycles. The Turtle, a global symbol of wealth and longevity, embodies these values and reflects our identity as proud “Turtlians.” With a research-driven, client-centric approach, we strive to deliver ethical, transparent, and performance-oriented portfolio management solutions that help investors achieve their financial goals with confidence.
| Investment Approach | Category | 1 M | 3 M | 6 M | 1 Y | 2 Y | 3 Y | 5 Y | Inception | AUM (Cr.) | Inception Date |
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Rohan Mehta is the CEO & Portfolio Manager at Turtle Wealth Management Pvt. Ltd. with over 17–20 years of expe... Rohan Mehta is the CEO & Portfolio Manager at Turtle Wealth Management Pvt. Ltd. with over 17–20 years of experience in equity markets and quant-investing. He has delivered compounded growth (CAGR ~21%) on managed assets and leads a team overseeing PMS strategies that strive to reduce human bias in investing. Rohan is also the author of 212°: The Complete Trader, and has interests outside finance such as spirituality, squash, and vision boards. Read More
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
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