Turtle Wealth 212° Wealth Mantra

Turtle Wealth 212° Wealth Mantra

Fund Snapshot

Year of Inception 2019
Number of Stocks Max 18
Investment Horizon -NA-
Fund Managers Rohan Mehta

About Fund Managers

Mr Mehta, the fund manager of Turtle Wealth 212° Wealth Mantra, has his master’s degree in business administration. Author of 212° The Complete Trader, with more than 16 years of experience.

Unique Feature

PPP and IE Stock selection strategy

Investment Philosophy

  • Turtle Wealth 212° Wealth Mantra invests across industries and asset classes to generate stable, low-volatility returns. Tactical and Complex Asset Allocation is the cornerstone of their strategy.
  • PPP stands for Price, Profit People. It is a unique strategy for stock selection used by Turtle Wealth 212° Wealth Mantra.
  • This is a multicap portfolio.
  • This is similar to the India Super 50 Portfolio, but with the inclusion of several asset classes such as fixed income, oil, and gold. This maintains a high return profile while also lowering volatility.