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Turtle Wealth Management Pvt Ltd
Turtle Wealth Management Pvt Ltd

Turtle Wealth Management Pvt Ltd

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AUM 724.52 Cr
(As on Nov, 2025)
No. of schemes2
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About Turtle Wealth Management Pvt Ltd

Turtle Wealth Management Pvt Ltd manages assets worth Rs 724.52 crores. Its current offering of PMS schemes includes 2 Multi Cap And Flexi Cap schemes.

bt_logoPORTFOLIO MANAGERS

Rohan Mehta
Rohan Mehta
  • Schemes managed 2
  • Total AUM Undisclosed
  • Highest return in 1 year +12.7 %
Profile

Rohan Mehta is the CEO and Portfolio Manager at Turtle Wealth, bringing 17 years of experience in equity markets to drive investment excellence. An MBA graduate with deep expertise in Quant Investing, he has achieved a compound annual growth rate (CAGR) of over 21% on managed assets. Turtle Wealth manages funds exceeding Rs 600 crore, employing strategic investment approaches that balance risk and reward. Rohan’s innovative strategies and dedication to reducing human bias have distinguished him as a leading figure in the finance sector. In addition to his role at Turtle Wealth, , he is the author of 212°: The Complete Trader, a comprehensive guide to mastering trading strategies. His professional interests are complemented by a passion for spirituality, stock markets, squash, and vision boards.

bt_logoFund Manager Interview Video

"Mutual Fund Investment Guide 2026 | Detailed Analysis & Ratings Of India’s Top Schemes
Mutual Fund Investment Guide 2026 | Detailed Analysis & Ratings Of India’s Top Schemes40:28
"Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund
Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund19:21

bt_logoPMS SCHEMES

AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
2 Out of 259
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
41 Out of 259
Fixed Fee
2.00%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the total AUM managed by Turtle Wealth Management Pvt Ltd ?
The total AUM managed by Turtle Wealth Management Pvt Ltd is ₹ 724.52 crores
What is the total number of schemes managed by Turtle Wealth Management Pvt Ltd ?
The total number of schemes managed by Turtle Wealth Management Pvt Ltd is 2
What is the best performing PMS scheme of Turtle Wealth Management Pvt Ltd in 1 year ?
The best performing PMS scheme of Nippon Life India Asset Management Ltd in 1 year is Turtle Wealth - 212 Wealth Mantra.
What is the best performing PMS scheme of Turtle Wealth Management Pvt Ltd in 3 years?
The best performing PMS scheme of Turtle Wealth Management Pvt Ltd in 3 years is Profit Mantra