Information only. Not advice, not a marketplace.
375 clients · 66 months · INP000006758
As of Jul_2026
CAGR is Not reported below 12 filed months. Age is months with 1M returns, not calendar age. Missing AUM is unfiled in SEBI Table B, not a site bug.
| About the PMS | Details |
|---|---|
| Registration No. | INP000006758 |
| Date of Registration | 2019-05-08 |
| Registered since | 7 yr 3 mo |
| Principal Officer | Mr.Rohan Mehta |
| Principal Officer Email | rohan@turtlewealth.in |
| Contact Number | 91-91-9909910960 |
| Compliance Officer | Mrs.Vibhati Arya |
| Compliance Email | vibhati@turtlewealth.in |
| Address | 1001 Rajhans Montessa,B/S Le Meridien Hotel , Dumas Road, Magdalla,SURAT,SURAT,GUJARAT,INDIA,395007 |
| Age | 66 months |
Clients
AUM (cr)
Strategies
Open a strategy, then add up to four to Compare.
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Showing 3 of 3 strategies
Trailing return from filed months
- 1Y
- 24.08%
- 3Y
- 17.97%
- 5Y
- 9.18%
AUM (cr)
Trailing return from filed months
- 1Y
- 17.10%
- 3Y
- 19.52%
- 5Y
- 14.96%
AUM (cr)
Trailing return from filed months
- 1Y
- 19.69%
- 3Y
- 22.05%
- 5Y
- 20.26%
AUM (cr)
Turtle Wealth Management Private Limited performance FAQ
How we show this firm's returns and risk on Know Your PMS.
- How has Turtle Wealth Management Private Limited performed?
- Turtle Wealth Management Private Limited PMS performance on Know Your PMS is shown as standardized strategy scorecards from SEBI month-end TWRR filings — CAGR, max drawdown, and risk-adjusted metrics when enough months are reported (latest filing month Jul_2026). Learn more
- Where do Turtle Wealth Management Private Limited returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings for listed strategies. We do not invent zeros for unfiled months. Learn more
- How many Turtle Wealth Management Private Limited strategies are listed?
- 3 strategies are currently listed. Open each strategy scorecard for CAGR, drawdown, and track-record detail. Learn more
- How do I re-underwrite a held or pitched Turtle Wealth Management Private Limited PMS?
- Open a strategy scorecard and read as-of plus track length first. CAGR needs at least 12 filed months. Add 2–4 strategies to Compare on the same as-of, then export an advisor pack. Know Your PMS is research-only. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Learn more