Turtlewealth
Have any questions?
Achieve your investment goals with

Model Stock Portfolios

smallcases are intelligent baskets of right stocks that are managed by Turtlewealth Research Desk

No. of complaints as per SEBI guidelines

At the beginning of the month

0

Received during the month

0

Resolved during the month

0

Pending at the end of the month

0

Reasons for pendency

-


Curated by

Rohan Mehta

SEBI Registered

INP000006758

Experience

15+

Investment Strategy

Growth

Quality

Rohan Mehta is the CEO and fund manager of Turtle Wealth Management, which is among one of the very few companies who are a non-broker PMS. He is the author of 212 Degree the Complete Trader. He has trained over one lakh investors and traders and specialises in quant investing. He is an MBA graduate with almost 15 years of experience in the markets and is very renowned in Gujarat with several achievements and mentions in national newspapers.

Get started in

3 simple steps

01

Choose

Choose a suitable portfolio that matches your investment objective.

02

Subscribe

Subscribe to the portfolio & get access to the constituent stocks & weights.

03

Invest

Invest in the portfolio & apply regular portfolio updates. Set up SIP for disciplined investing.

Confused about where to start?

bg
Easily track & manage your portfolio
Instant portfolio notifications
1-click portfolio execution
SIP to grow your investment
Seamless performance tracking

All your questions answered

Frequently asked questions

What are the products offered?
1.Wealth Mantra: Core Purpose: “Creating long-lasting wealth in the most Strategic Way by Investing in Outstanding Businesses with Growth & Moat In Common, with the highest level of Transparency, Discipline & Probity., Investment Rational: Maximum 15 Focused Investment from CNX 500, investing with our PPP Strategy i.e. 90% process driven. 2.Unicorn: Core Purpose: “Investing in Newly Listed companies which have protectional to be tomorrows wealth creator”, Investment Rational: Investing in 20 Focused Companies, (Can include SME), investing with our PPP Strategy which is 90% Process Driven.
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 basket of stocks/ETFs* in a specified weighting scheme 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.
Are there lock-in periods?
There are no lock-in periods, so you may sell your smallcases anytime. As a concept however, smallcases work best when used for long-term investing.
More questions? Check out help section