Turtle Wealth Management Pvt. Ltd. • Equity
Profit Mantra is an equity portfolio management service (PMS) strategy run by Turtle Wealth Management Pvt. Ltd., launched on 10 Aug 2021. As of 30 Sep 2026, it manages ₹97.9 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +23.57% over 1 year, +19.52% over 3 years and +20.09% over 5 years (+20.93% since inception). Over 3 years, the BSE 500 TRI returned +9.21%, so the strategy is 10.31 percentage points ahead of its benchmark. Its 3-year return ranks 44th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Rohan Mehta, Rohan Mehta.
Ranked nearby on 3-year return: Alchemy Select Stock (+19.65%), Negen Special Situations & Dynamic Allocation Strategy (+19.64%), Valcreate Lifesciences & speciality opportunities (+19.35%), Select Sector Portfolio (+19.29%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -1.60% |
| 3 Months | +3.71% |
| 1 Year | +23.57% |
| 3 Years | +19.52% |
| 5 Years | +20.09% |
| Since Inception | +20.93% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callProfit Mantra has a 1-year return of +23.57%, a 3-year return of +19.52%, a 5-year return of +20.09% and +20.93% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Profit Mantra returned +20.09% against +8.91% for the BSE 500 TRI, 11.18 percentage points ahead. Over 3 years it returned +19.52% against +9.21%; Over 1 year it returned +23.57% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Profit Mantra's 3-year return of +19.52% ranks 44th as of 30 Sep 2026.
Profit Mantra is managed by Rohan Mehta, Rohan Mehta at Turtle Wealth Management. The strategy manages ₹97.9 Cr of client assets as of 30 Sep 2026.
Profit Mantra manages ₹97.9 Cr of client assets as of 30 Sep 2026.
The minimum investment for Profit Mantra is ₹50 Lakhs.
Profit Mantra was launched on 10 Aug 2021. It has a 5-year track record.
Description
All Turtle Wealth Management PMS strategies →Browse all PMS strategies in India →