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.
She brings gender & age-wise diversity in perspective, in understanding client requirements, decision making, risk management and governance.
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.