“For Families Who Want to Grow, Protect, and Pass On Their Wealth with Joy and Clarity”
“For Those Who Believe in Securing Their Present and Future Financially”
“For Those Who Want Financial Literacy That’s Practical, Relatable, and Life-Changing”
“For Individuals Taking Their First Steps in the Market with Confidence, Simplicity, and Expert Guidance”
“For Families Seeking a Secure Future Through Smart Saving, Investing, and Insuring”
“For Professionals & Families Who Want to Save Tax Legally While Contributing to the Nation Proudly”
“For Individuals Who Want to Retire with Dignity, Purpose, and Complete Financial Clarity”
“Curated for Investors Looking for Great Companies with Low Volatility”
“Curated for Investors Looking for High-Growth Companies with a Pinch of Volatility”
“Curated for special ones looking for Customised Investment requests”
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Point of difference
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Wealth Mantra PMS
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Growth Mantra PMS
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Profit Mantra PMS
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Investment Rationale
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Curated for Investors Looking for Leader Companies with Low Volatility.
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Curated for Investors Looking for High-Growth and Emerging Leader Companies with a Pinch of Volatility
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BESPOKE Investment in Leader & Emerging Leaders
Seeking personalized investment solution. ❖Direct Access to the Fund Manager ❖Priority Access to Special Situation Opportunity. |
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Investment Strategy
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Turtle's Quant based
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Turtle's Quant based
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Turtle's Quant based
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Minimum Investment
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50 Lakh
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50 Lakh
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5 Cr.
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Risk Profile
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Balanced
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High
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Elevated
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Number of Stocks (Max.)
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15-20
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15-20
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30
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Fees
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Option 1 - Fixed Fees
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Option 1 - Fixed Fees
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Customized Fee Structure
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* All the above fees are exclusive of 18% GST
Performance Data is as on March 31, 2025. | Figures are inclusive of Fees, Taxes and other charges. | Returns have been calculated using Time Weighted Rate of Return method (TWRR) as prescribed by the SEBI. | Past performance does not guarantee future returns. | Above performance data is not verified by SEBI | SEBI Reg No: INP000006758.
Understanding You Comes First
Crafting the Right Wealth Roadmap
Focused Portfolios with Conviction
Actively Tracked. Responsively Adjusted.
Clear Communication. Full Transparency.
Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments.
