- SEBI reg.
- INP000006758
- Services
- Discretionary, Advisory
- Reported
- 30 Sep 2026
Turtle Wealth Management
₹1,031 Cr
Assets under management
421 clients · 3 strategies · 30 Sep 2026
Turtle Wealth Management managed ₹1,031 crore for 421 clients at 30 Sep 2026, across 3 strategies, most of it for domestic individuals and others. In September clients added ₹41.66 crore and withdrew ₹7.74 crore.
Key numbers
- SEBI registration
- INP000006758
- Discretionary AUM
- ₹585 Cr
- Advisory assets
- ₹445 Cr
- Min. investment
- ₹50 lakh (SEBI)
- Complaints pending
- 0
Strategies
| Strategy | Asset class | AUM | 1 year | Benchmark 1Y |
|---|---|---|---|---|
| Wealth Mantra Fund | Equity | ₹279 Cr | +15.72% | −2.33% |
| Growth Mantra Fund | Equity | ₹208 Cr | +25.29% | −2.33% |
| Profit Mantra | Equity | ₹97.90 Cr | +23.57% | −2.33% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Who it manages money for
| Client type | Service | Clients | AUM |
|---|---|---|---|
| Domestic individuals and others | Discretionary | 336 | ₹472 Cr |
| Domestic individuals and others | Advisory | 27 | ₹241 Cr |
| Domestic corporates | Advisory | 11 | ₹205 Cr |
| Domestic corporates | Discretionary | 30 | ₹83.90 Cr |
| Non-resident Indians | Discretionary | 17 | ₹28.71 Cr |
For the advisory service, AUM is the assets it advises on.
Flows
- Inflow, Sep 2026
- ₹41.66 Cr
- Outflow, Sep 2026
- ₹7.74 Cr
- Net, Sep 2026
- ₹33.92 Cr
- Inflow, FY to date
- ₹171 Cr
- Outflow, FY to date
- ₹18.66 Cr
- Net, FY to date
- ₹152 Cr
Discretionary service. The financial year runs from 1 April.
Complaints
- Pending at start of month
- 0
- Received
- 0
- Resolved
- 0
- Pending at end of month
- 0
FAQs
How much does Turtle Wealth Management manage?
₹1,031 crore for 421 clients at 30 Sep 2026, as reported to SEBI.
How many clients does Turtle Wealth Management have?
421 clients at 30 Sep 2026, mainly domestic individuals and others, domestic corporates, non-resident indians.
Which PMS strategies does Turtle Wealth Management offer?
It reported 3 to SEBI for 30 Sep 2026: Wealth Mantra Fund, Growth Mantra Fund, Profit Mantra.
Is Turtle Wealth Management registered with SEBI?
Yes. It is registered with SEBI as a portfolio manager, registration number INP000006758.
Has Turtle Wealth Management had investor complaints?
In September it received 0 and resolved 0; 0 were pending at the end of the month.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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