About

Turtle wealth management private ltd was founded in the year 2011. They are a bunch of mavericks yet disciplined team working flawlessly for wealth creation. Turtle wealth’s purpose is to ‘create wealth in the most disciplined and systematic way’. Their core forte is to build process driven investing and trading systems that have less art and more science. They offer portfolio management services (SEBI registered) to create long – lasting wealth. 

“At Turtle their Core Purpose is to create Long Lasting Wealth in the most strategic way with highest level of Probity, Discipline and Transparency”.

Key staff

Rohan Mehta, CEO and Portfolio Manager, is a professional stock broker and binary trade expert/account manager with years of experience. He set high performance standards in his Training and always looking for ways to improve motivational speaking. Prior to this organization, he worked as a research head at Jainam share consultants private limited. 

Hardik Gandhi – is the co-founder and chief business officer of turtle wealth private ltd. Prior to this, he worked as equity research analyst at  Jainam share consultants private limited. 

Investment philosophy

They adopt a multi cap investment strategy. And their benchmark is nifty 500. They are growth investors. They follow a bottom up stock selection approach. They invested in fifteen companies in total and every company is a leader in that specific sector. The CEO says that every single company is a leader and not a second leader.

Media

The Process Driven Fund & The Importance of Risk Management System by Rohan Mehta,Turtle Wealth PMS, Oct 17, 2020, PMS Bazaar, https://youtu.be/KbJTIeHWJ2s?list=PLGGIG0NzYegLlfRz7UJ8rp9ivMijYIxqu 

In this interview, Mr. Rohan Mehta, the CEO, talks about the importance of the risk management system and the process they adopt. They follow a bottom up approach and they want to invest in outstanding businesses where leadership and growth are in common. He says that they are growth investors and not value investors.

 He feels that IT, pharma, and chemicals or agro chemicals can be multi baggers in the next 10 years. They will also look at sectors which didn’t do well in bull run. They have 5 important questions before they invest in any company – 1.What to buy 2.How much to buy 3.When to buy 4.When to exit 5.When to pyramid

Next they select stocks from that sector from the PPP model – price, profits and people. As far as price is concerned, they want to invest in companies with stable prices and not broken down, beaten and thrashed. As far as profit is concerned, they consider the following factors while investing – horizontal growth, moat in business, high on corporate governance, lowest to 0 debt equity, high entry barriers and high growth potential. As far as people are concerned, they will prefer quality management and they also talk with a lot of people like employees, clients, dealers etc before making any investment. 

Their preferred size is 15-18 companies in their portfolio. As far as when to exit is concerned, they are very clear about when to exit at the time of entry only, like the exit price or if something bad happens or any structural management problem in the company etc. So everything is process oriented and the more process oriented it is, the less decisions they have to make and the more they have to focus on the right things about the company.

They adopt a multi cap investment strategy. And their benchmark is nifty 500. They are growth investors. They follow a bottom up stock selection approach. They invested in fifteen companies in total and every company is a leader in that specific sector. He says that every single company is a leader and not second leader.