Pelican PMS stands as a beacon of excellence in the financial landscape, offering discerning investors personalized and proficient investment solutions.

With a rich legacy of trust and expertise, Pelican Portfolio Management provides a diverse range of services tailored to individual preferences and financial goals.

In this article, you will get a detailed review of its PMS performance, charges, strategies, support & more.

Total AUM Rs.65.83 Cr.
Avg. 1 Year Return 21.77%
Active Clients 36
No. of Strategies 1
Minimum Investment Rs.50 Lakh
Experience 21 Years

Pelican PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Shiv Gupta

Founded In (year)

2016

Pelican Portfolio Management Service Performance or Returns

1 Year Return

21.77%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

13.78%

Nifty 50 - 3 Year Return

20.15%

5 Year Return

10.98%

Nifty 50 - 5 Year Return

11.52%

Pelican PMS Commission, Charges or Fees

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%


Best Strategies by Pelican Portfolio Management Services

Check out various strategies or Investment approaches provided by Pelican Portfolio Managers.

Strategy Name PE Fund
Start Date 13-Jun-18
Category Large Cap
Benchmark Nifty 50
AUM (Rs.) Rs.44.14 Cr.
No. of Stocks 10
1 Yr. Return 27.89%
3 Yr. Return 13.19%
5 Yr. Return 13.50%
Fund Manager Mr. Deepak Radhakrishnan

Top Fund Managers of Pelican PMS

#1

Mr. Deepak Radhakrishnan

#2

NA

#3

NA

#4

NA

#5

NA

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Investment Facilities provided by Pelican Portfolio Manager

Custom Strategy

Allowed

Strategy Switch

Allowed

Switch Charges

1.2% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

Free

Pelican Portfolio Management 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 PMS Dashboard Link

Web Platform


Pelican PMS Review or Ratings by Finec.in

Overall Rating

6.97 / 10

Portfolio Performance

6.94 / 10

Support

7.11 / 10

Facilities

6.87 / 10

Charges

6.80 / 10

Experience

7.14 / 10

Pelican Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000006891

Contact Person

DEEPAK RADHAKRISHNAN

Email ID

DEEPAK@PELICANPMS.COM

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

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Pelican PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Pelican Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Pelican PMS

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