About Pelican PMS
Pelican Holdings Private Limited was established in the year 2003 as part of the multi-faceted Pelican Group which has interests across Capital markets and Corporate advisory. For nearly two decades the Pelican Group and its Partners have served as successful advisors to clients investing across various asset classes. Pelican prides itself in its relationship-based approach and has served the needs of both Corporate and Ultra High Networth Individuals alike. Our history and clientele are testimony to the quality of our service and performance.
Pelican PMS is the Portfolio Management Service offered by Pelican Holdings Private Limited, Chennai, India [SEBI Reg No. INP000006891]. Manages Portfolios in Listed Indian stocks (SEBI minimum 50 lakhs), for Individuals / Companies who desire long term wealth creation. Advises on Fixed Income.
We are in the business of helping people create annuity for milestones and second life cash flow.
Pelican PMS’s investment strategy focuses on making carefully selected investments in high-quality businesses at attractive prices. Stock selection involves understanding how the company makes money, attractive returns on invested capital, durability, scale, predictable & growing cash flow and strong balance sheets to weather economic volatility.
PE Fund: Very high amounts of capital and time are spent on having an informational/analytical edge, which dissipates fairly quickly and becomes easily available. Our edge is not informational or analytical, it is in having the temperament to buy when Mr. Market is moody and in having a long time horizon. Our method involves staying patiently in short term debt till opportunity presents itself, little/no transactions till exit, complete exit when it is time, repeat. Impatience and desire to avoid volatility on the part of others present the opportunity.
Top 100 Fund: Top 100 Fund is a portfolio of 30-35 stocks selected from the universe of large-cap stocks aimed at long term market outperformance. The allocation of weights is based on a set of rules that overweight outperforming stocks, equal weight performing stocks and underweight underperformers. The weights are reviewed semi-annually based on cash flow expectations. Over the long term, the process aims to collect the outperformers and weed out the underperformers. Investment is made in one tranche and allocation between the stocks are realigned semi-annually.
Our focus is to deliver the best possible risk-adjusted return over the long term from a reflection of the cash flow growth of the underlying businesses held.
About Pelican PMS
Pelican Holdings Private Limited (PHPL) was incorporated in 2003 and has since been engaged in providing investment advisory and related services to Ultra High Net Worth Individuals (UHNIs) and corporate clients. Over the years, the Company had also offered sub-broking services, with its activities primarily focused on the equity and debt segments of the Indian markets. Our journey of over two decades reflects a consistent commitment to analytical discipline, prudence, and long-term value creation for clients.
Pelican PMS is the Portfolio Management Service offered by Pelican Holdings Private Limited, Chennai (SEBI Registration No. INP000006891). The investment philosophy is founded on quantitative, model-based frameworks that aim to minimise subjectivity and behavioural bias in investment decisions. Rather than relying on discretionary top-down macro views or bottom-up stock selection, the approach follows systematic models that respond objectively to valuation, momentum, and relative performance dynamics. This ensures participation across market cycles while maintaining consistency, transparency, and disciplined execution.
Our process integrates structured deployment, defined holding horizons, and periodic model reviews. Distinct frameworks are applied for medium-term and long-term investing, each designed to align portfolio exposure with valuation bands and earnings cycles. The long-term framework emphasises staged deployment during undervaluation and patient holding through compounding phases, while the medium-term framework follows calibrated rebalancing guided by model signals. Both approaches are designed to reduce noise, avoid emotional reactions to short-term volatility, and deliver stable, risk-adjusted performance over time.
Research and adaptability are central to our process. Models are continually tested, refined, and extended to new dimensions as data availability, market structure, and behavioural insights evolve. Future investment approaches, too, are expected to be quantitative and rules-based, reinforcing our belief that consistency and emotional neutrality drive long-term wealth creation more effectively than prediction or intuition.
Our role is to translate complex market movements into a simple, disciplined path toward financial independence.
Our enduring purpose remains clear:
We are in the business of helping people create annuity for milestones and second-life cash flow.
Our Team
Advisors
Board Members
Our Service Partners
Our experience gives us strength, our domain knowledge and our top of the line service partners support our endeavour to delight you
We are excited to partner with you and travel together in this journey of opportunities.
Testimonials
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.