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Pelican PMS (Portfolio Management Services) is a premier investment solution designed to cater to the diverse financial goals of investors.

Known for its expertise in equity investments, this PMS house offers a range of strategies tailored to maximize returns through research-driven portfolio management.

The Pelican Portfolio Management services prioritize client-centric solutions, leveraging deep market insights, robust risk management, and innovative strategies to deliver consistent results.

Pelican PMS - Snapshot

Total AUM

Rs.72.24 Cr.

1 Year Return

19.17%

Minimum Investment

Rs.50 Lakh

Experience

21 Years

Active Clients

33

Pelican Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

3.47 / 5

Fees

3.40 / 5

Experience

3.57 / 5

Support

3.56 / 5

Facilities

3.44 / 5

Overall Rating

3.49 / 5

Star Rating


Overview of Pelican Portfolio Management Services

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Shiv Gupta

Founded In (year)

2016

No. of Active Clients

33

Minimum Investment

Rs.50 Lakh

Investment Strategies

1

Pelican PMS Returns or Performance

1 Year

19.17%

Nifty 50 - 1 Year

17.34%

3 Year

11.01%

Nifty 50 - 3 Year

13.57%

5 Year

14.11%

Nifty 50 - 5 Year

20.77%

Pelican PMS Charges or Cost

Fixed Fees

No Fixed Fees

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

15% (if above 10% profit)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Pelican PMS Investment Strategies

Strategy Name PE Fund
Start Date 13-Jun-18
Category Large Cap
Benchmark Nifty 50
AUM (Rs.) Rs.48.73 Cr.
No. of Stocks 10
1 Yr. Return 19.17%
3 Yr. Return 11.01%
5 Yr. Return 14.11%
Fund Manager Mr. Deepak Radhakrishnan

Top Portfolio Managers of Pelican Portfolio Management Services

#1

Mr. Deepak Radhakrishnan

Pelican Portfolio Manager - Customer Support

Call Support

Available

Email Support

Available

Chat Support

Not Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 5 Working days

Pelican Portfolio Management - Investment Facilities

Custom Strategy

Provided

Strategy Switch

Provided

Switch Charges

1.2% of Fund Value

NRI Investment

Provided

Discretionary

Provided

Non-Discretionary

Provided

Early Exit

Provided

Early Exit Charges

Free

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Pelican PMS - SEBI Details

SEBI Reg. No.

INP000006891

Contact Person

DEEPAK RADHAKRISHNAN

Telephone No.

044 4857 0806

Address

NEW NO 31 OLD NO 15, T2 3RD FLOOR RAJAMANNAR STREET, CHENNAI, TAMIL NADU, 600017

Starting Date

Oct 16, 2019

Pelican Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Pelican Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Pelican PMS Backoffice or Dashboard Link

Web Platform

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