Investing is often overshadowed by emotion, filled with vices and subject to several make-believe theories.
Discretionary Service in Listed Equity Instruments
Where we decide what to buy, when to buy and how much to buy, managing your money to deliver risk adjusted returns in Listed Indian Equity Shares, Exchange Traded Funds and other instruments. You open a PMS account, invest money(minimum 50 lakhs), the custodian(Axis Bank) manages deployment of money for purchase of shares, receives and holds money on your behalf on sale of shares; shares purchased are credited to your demat account with the custodian and withdrawn for sale by the custodian. The third-party fund accounting team (Axis Bank) calculates and reports performance on a monthly basis. This report is sent to you on a monthly basis. You can use “Member Login” on this site to view performance and holdings as on the previous day.
Click Here for a brief on our Method.
Click Here for our Top 10 holdings
Click Here for our Latest Performance data as reported to SEBI.
Non-Discretionary Service in Listed Equity Instruments
Where you decide what to buy, when to buy and how much to buy based on our advice. We execute the purchase & sale as per your instructions.The process including custody, third party fund accounting, monthly reports and third party auditor report are the same as mentioned in Discretionary Service.
Advisory Service for Equity & Debt
Where we try to understand the purpose of your current investments, fine tune debt-equity allocation, help figure purpose of instrument held, with an eye on safety, minimising intermediation cost. We suggest allocation to you, which you will hold directly in your name, we monitor monthly perfomance, suggest changes and report once every quarter. Advisory fees are payable on a quarterly basis. Kindly contact us for details.
Click Here for a sample portfolio after fine tuning.
Pelican PMS investment strategy is based on strong fundamentals with emphasis on capital protection. Their investment policy is simple and sustainable and showing patience educating the clients on the investment model. The Portfolio reporting systems are organised with utmost transperancy. Thank u Pelican!!!
We are working as a vendor with this prestigious company over a decade. We used to meet all their clients on their special occasions like Birthday and Wedding days to make them feels wonder and delightful with our colourful flower bouquets as a first wish on that day. With the support of management, we can able to make our delivery possible even during critical situations like lockdown and uneven weather conditions. Heartily wishes to PELICAN HOLDINGS to get many more great successes ahead and Thanks for being with us all the times.
Pelican is one of fund managers managing my portfolio. ..there are many ways to invest and make wealth but wealth creation if it has to sustainable there has to be a methodicity which kanu their MD follows. .other pms invest the moment you invest..but in pelican they time the market and the nifty…I thought it was a contrarian approach but later I understood it was not so….in pelican you shall be assured of safety of capital and a definitive appreciation to your capital…patience to their approach may irk us but it worth the irk.
The most important aspect of Pelican PMS is that their strategies are simple, safe and attainable. For a retired businessman like me who wants to relax, travel, and enjoy without a concern about the investments and security of his wealth, Pelican PMS is my top pick. When you add their periodic and exemplary reporting, I would recommend them as the first choice to anyone.
With a hectic work schedule and changing scenarios that we need to keep abreast of, it is difficult to keep a close watch on the financial market too. But why should I worry when I have someone trustworthy to take care of it for me? I am a happy customer, who has turned a profit even in this volatile market, thanks to Pelican PMS, who are diligent in their study and manage portfolios of all their customers. Their approachability and drive towards customers’ satisfaction is remarkable. No investment portfolio is too small and due diligence is never compromised. The firm’s collective experience spans many decades and they apply this expertise thoroughly to advice their investors.
Pelican Holdings has been advising me and managing my investments for over nine years now. The amount of time money is kept in liquid funds before being deployed into stocks, made me initially wonder whether they would invest at all. The duration of holding while the markets moved up kept me guessing when they would sell. The outcome was good and satisfying. Having gone through the cycle once I am comfortable with the process, patience & method is the theme, not excitement. I like their service and reporting quality too. I wish them all the very best.
Pelican Holdings have been financial advisors to our Family for over two decades now. They work with integrity, are diligent and advise is based on fundamentals with emphasis on capital protection.Their execution and reporting are transparent. They have been ready to put in time & effort at anytime, through the years, to assist with data & information for reasoned decision making.
I am impressed with Pelican team’s patience to invest at the right time and at the right valuation, not swayed by market sentiments, keeping in view the fundamentals of the investee company. They are in no hurry to deploy the funds, but rather wait till the valuation is right. This strategy has proven right especially in the current turmoil in the market for the past 2 years.