How to invest?How to invest?About Turtlewealth

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Rohan Mehta

Rohan Mehta is the CEO and fund manager of Turtle Wealth Management, which is a SEBI-registered PMS & RIA firm.

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Years of experience


SEBI Registered


All your questions answered

Frequently asked questions

What are the products offered?
Turtle's Top 10: Turtle's Top 10 follows an investment approach of around 10 high-conviction bets backed by our PPP process.
What is their investment philosophy?
Our Investing Philosophy is a mix of Technical, Fundamental, and Field Work, that we call as PPP Philosophy where:, Price - which is more technical, Profits – Which is Fundamental, People – Which is going in the skin of the company popularly known as scuttlebutt research., We are among only company which have answer of 5 questions before executing the fund, What to Buy, How much to Buy, When to Buy, When to Exit, When to Pyramid (Buying more), Where We clearly define when we will EXIT before even we enter in the stock or investments. With us you will get one of the most system driven approach which is back tested and executed for more than a decade with phenomenal results. We will launch different smallcase with different themes with almost same approach.
What is a smallcase?
A smallcase is a curated basket of stocks/ETFs* that reflects a certain objective (ideas, themes, strategies), backed by the research of Turtlewealth. You can invest in a smallcase in 2 clicks., *ETFs (Exchange Traded Funds) are baskets of securities that track an underlying index (Nifty, Gold, etc) and can be bought and sold on the exchange.
Who can subscribe to these smallcases?
Turtlewealth decides who can invest in the smallcases created by them and can create two types of smallcases :, Exclusive smallcases : smallcases which require a subscription to Turtlewealth’s Advisory in order to invest in the smallcase. You can subscribe to a smallcase directly from the smallcase profile through the subscription form., Public smallcases : smallcases in which anyone who has an account with our partner brokers can invest. You can invest in this smallcase by clicking on “Buy smallcase” in the smallcase profile and logging with your broker credentials.,
How do I track my smallcases?
When you buy a smallcase, the index value is set to 100 on the buy day - this helps you track the total returns without having to monitor each stock. You can also use the performance metrics to get a more detailed understanding of your smallcase.
How can I cancel my eMandate?
One of the payment method available to subscribe to a fee based smallcase is eNACH where an e-Mandate is created., If you want to cancel your e-Mandate(s) linked with any of your fee based smallcase subscription, please drop an email to publisher.help@smallcase.com with the following details:, Email used for subscription, Subscribed smallcase Name, We will share the mandate(s) details in response to your request including the below:, Mandate maximum limit, Mandate Validity, UMRN no. (Unique Mandate Registration Number), To proceed with the cancellation of the mandate, we would require your confirmation by email after verifying the mandate and payment details. , After receiving your confirmation, we will process the mandate cancellation and update you with the status within 72 hours.
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