Fund Management Secrets to Build Long-Term Wealth ft. Rohan Mehta | The Founder's Dream
Автор: The Founder's Dream | Abhishek vyas
Загружено: 2025-09-05
Просмотров: 41541
Описание:
In this episode of The Founder’s Dream Hindi Podcast, we sit down with Rohan Mehta, Founder of Turtle Wealth, to uncover powerful insights on fund management, long-term investing, and wealth creation. Rohan shares his journey of building a SEBI-regulated firm, the importance of discipline in fund management, and how investors can avoid frauds and speculation traps. From market scams to the rise of silver investments and ethical investing, this episode is packed with strategies to help you grow wealth wisely while staying resilient in a volatile market.
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This podcast is presented on behalf of Turtle Wealth Management Pvt. Ltd, PMS SEBI Reg No: INP000006758 and ExitMantra RA SEBI Reg No: INH000019868
The information and opinions expressed in this podcast are for general informational and educational purposes only. The discussion of any specific stocks is purely for illustrative purposes. It should not be construed as investment advice, a recommendation, or a solicitation to buy, sell, or hold any security.
Investing in securities markets involves risks, and past performance is not indicative of future results. Viewers are strongly advised to conduct their own research and consult with a qualified financial advisor to assess their personal financial situation and risk appetite before making any investment decisions.
Disclosure of Interest: Please be aware that Turtle Wealth, in its capacity as a Portfolio Management Service, may have existing investment positions in the stocks or securities discussed in this podcast. These examples do not represent an endorsement, and our portfolio holdings are subject to change without notice. This constitutes a potential conflict of interest, which viewers should consider.
For more details, please visit our websites:
Turtle Wealth: turtlewealth.in
ExitMantra: www.exitmantra.com
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📌 Connect with Rohan Mehta & Turtle Wealth:
Website: https://turtlewealth.in
LinkedIn (Rohan Mehta): / rohan-mehta-92b00317
Instagram: / turtlewealth.in
Instagram (Rohan) : / rohanmehta_99
YouTube: / @turtlewealth
What You’ll Learn:
Fundamentals of fund management & wealth creation
Why long-term investing beats quick returns
How SEBI-regulated firms protect investors from fraud
The impact of greed, scams & speculation on markets
Insights on silver, equity, and new investment models
Rohan Mehta’s lessons on entrepreneurship & resilience
This Podcast Is Perfect For:
Investors & wealth managers
Entrepreneurs & finance professionals
Students of finance & economics
Anyone interested in long-term wealth building
About the Guest:
Rohan Mehta is the Founder & Fund Manager of Turtle Wealth, a SEBI-registered investment advisory firm helping clients build long-term wealth through disciplined fund management. With years of expertise in equity, fund strategy, and wealth planning, Rohan focuses on data-driven decisions, ethical investing, and building financial confidence among individuals and families. His journey reflects the importance of adaptability, resilience, and smart investing in today’s fast-changing financial world.
👉 Don’t forget to subscribe to The Founder’s Dream Hindi Podcast for more conversations with inspiring entrepreneurs and leaders.
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Follow Abhishek Vyas :
LinkedIn: / abhishek-vyas-myhaulstore
Instagram: / abhishekvyas2020
Website: https://thefoundersdream.in/
https://abhishekvyas.org/
Check out my book: Aapki company ka ant hona tay hai
Link: https://amzn.to/4eo4Lxm
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📌Refer to These Chapters To Navigate The Video According To Your Interest:
00:00 – Introduction
03:06 – Diversifying Wealth with Fund Managers
04:48 – SEBI Regulation & Financial Fraud Prevention
09:37 – Power of Long-Term Investment
13:06 – Why Patience Builds Wealth
17:42 – Fake Stock Trades & Market Scams
19:21 – Greed & the Rise of Financial Frauds
21:57 – High Growth & Risk in Small Companies
22:53 – Post-COVID Investment Boom
24:35 – Creating Wealth for the Next Generation
26:58 – India’s Wealth Gap & Tax Reality
32:20 – Silver Investment: Hype vs Reality
36:25 – Long-Term Client Relationships in Investing
37:19 – Data-Driven Quant Investments
39:00 – DIY Investment Model “Exit Mantra”
41:18 – Why a Founder’s Journey Matters
41:58 – Books That Shape Wealth & Growth
43:37 – Discipline in Investment & Life
46:52 – Investment Ethics & Smarter Decisions
#tfd #businesspodcast #podcast #thefoundersdream
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