Is getting a good return in the equity market possible without a model portfolio? Yes! With 33 years of experience in Tulsian PMS, active clients can make a handsome amount without a major hiccup.

Tulsian portfolio management provides a series of best wealth analyses per your preference, goal, and risk stomach.

By hiring top-tech support and best analysts of the equity market, Tulsian is a case study for new startups in the market.

It is famous for India’s best e-PMS service, with a target of risk analysis and more returns. This PMS body serves hundreds of clients annually following the ‘Value Investing Value Unlocking’ process.

Apart from discounted stocks, they keep an eye on the companies to unfold value for the market.

Abhinandan Tulsian’s decade-old expertise and his team’s goal to welcome the new strategies help the PMS house earn the market’s trust.

Total AUM Rs.310.10 Cr.
Avg. 1 Year Return 24.80%
Active Clients 138
No. of Strategies 1
Minimum Investment Rs.50 Lakh
Experience 33 Years

Tulsian PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Shashikant Parmanand Tulsian

Founded In (year)

1991

Why Invest in Tulsian PMS?

Tulsian portfolio management services are a promising destination for investors who want a smooth ride in this capital market. Their 35 years of journey generate several reasons to join the PMS body.

  • A proven track record over the years. As number matters here more than words, they have a year return record of 40%
  • Advantages of in-house software with an in-built algorithm for better decision
  • MMOP Scheme for a fruitful allocation of funds, with a particular focus on mid and small-caps without a model portfolio
  • With a team of the best analysts, research, and fund managers, the firm avoids a model portfolio strategy and makes it more flexible per market response.
  • Monitor firms for any specific events to open their door to investors. They add discount stocks for future returns.

Moreover, there is no fake promise or unrealistic goal. The team earned the client’s respect with some rational goal, and they fulfilled it in most cases.

Tulsian Portfolio Management Service Performance or Returns

1 Year Return

24.80%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

40.66%

Nifty 50 - 3 Year Return

20.15%

5 Year Return

NA

Nifty 50 - 5 Year Return

11.52%

In this rapidly changing market of securities, risk-adjusted return is challenging for many market leaders to new entries.

Fortunately, Tulsian PMS returns achieve some magic figures and get more investors’ trust. Apart from analysts, the firm invests much in risk control tools. It helps investors get sound sleep.

The old house always outshines the market with great returns; it helps position the firm as a robust investment choice.

In one year of history, the firm has soared with 24% of remarkable growth, dimming the Nifty 50s by 10.74% at first instance.

Enhancing a bottoms-up strategy is a blessing for the firm and its investors. Moreover, it delivers impressive returns in the next time horizon.

This growth story also extends to the three years, making a 40.66% return. At the same time, Nifty falls short by 20.15%. However, data for the five years is yet to be or may not disclosed to outsiders.

They may have some hidden cards for the last moment, but the consistent return story for shorter periods suggests that PMS has built a strong track record of generating significant returns.

Tulsian PMS Commission, Charges or Fees

Fixed Fees

Flat 15% Profit Sharing

Variable AMC

No Variable Fees

Variable Profit Sharing

No Variable Fees

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%

In the domain of financial promises, Tulsian portfolio services always maintain a transparent fee structure. There are no hidden charges or surprises for investors.

A flat 15% profit-sharing model is applicable for your entire PMS service. Notably, the proposal is advantageous for both sides.

Investors are paying only for the performance of the portfolio. The PMS service provider does not charge any variable AMC fees.

Clients don’t need to pay additional fees for portfolio size or performance; both sides’ interests are aligned. Such a simple fee structure helps clients to make an easy calculation.

If the client exists early, there is an exit fee of 3% in the first year. However, there is a low exit fee from next year, but tiered over the initial three years.

For example, a 2% exit fee in the second year and 1% in the third year. It tends to discourage short-term investors as fund managers always encourage a minimum of three to four years of PMS investment.

With Tulsian, a long-term horizon has excellent results and benefits both the PMS body and its clients.


Best Strategies by Tulsian Portfolio Management Services

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

Strategy Name Tulsian PMS
Start Date 01-Apr-20
Category Large Cap
Benchmark Nifty 50
AUM (Rs.) Not Disclosed
No. of Stocks Not Disclosed
1 Yr. Return 60.22%
3 Yr. Return 44.07%
5 Yr. Return NA
Fund Manager Mr. Abhinandan Tulsian

In the case of portfolio management, the firm prefers to swim against the current. How?

Tulsian Portfolio Manager’s strategy discourages a model portfolio rather than following quick adoption of market trends. And it has worked since its inception!

Tulsian PMS Strategy

However, having no model portfolio trend is a blessing for this firm. Instead, offer a productive landscape of investment strategies under a flagship program, ‘Tusian PMS strategy.’

Fund managers target a series of large-cap companies under this portfolio. This portfolio is benchmarking against Nifty 50.

Fund manager Mr Abhinandan Tulsian follows the legacy of his predecessors of the firm. His team is pushing advanced tech and tools into this portfolio to make it more user-friendly.

In addition, their focus on large-cap funds can defend the market shock in an adverse time.

Though specific details such as AUM and the number of stocks remain undisclosed, the performance metrics paint a promising picture.

The PMS has delivered 60.22% returns in this buzzing market for the short-term scenario. It advocates the firm’s ability to weather market storms.

If investors move beyond the short-term analysis, the three-year return jumps towards an impressive 44.07%, supporting the long-term growth potential.

While a 5-year return is yet to be unveiled, experts are hopeful about some magic cards to touch the growth curve.

With no model portfolio strategy, marketers can expect a new one with some trending companies for the 5-year result.

Top Fund Managers of Tulsian PMS

#1

Mr. Abhinandan Tulsian

#2

NA

#3

NA

#4

NA

#5

NA

The driving seat of this successful ship goes to none other than Mr Abhinandan Tulsian. His over a decade of experience in the Indian equity market helps the firm make a joyride.

However, Mr. Tulsian’s investment idea is coupled with a long-term approach to undervalued companies. He and his entire team also search for unfolded stocks with full future potential.

Now, his entire team bet on some green energy as per trending stocks that are full of growth possibilities in the future. Along with quality research, Mr Tulsian stresses independent analysis.

Despite having a different portfolio model, he aims to collect stocks that can grow by leaps and bounds. Moreover, his research-driven practice is the main backbone of Tulsian PMS service.

As the firm has promised to value investing principles, following this, the fund manager works for long-term wealth creation.


Tulsian Portfolio Managers SWOT Analysis

Before walking through the steps of Tulsian Portfolio Management, take a SWOT analysis, which is an invaluable tool for investors.

We present an unbiased summary of PMS House with all the pros and cons. Also, this framework is an indirect analysis of the firm’s health.

Strengths

  • A decade-old brand name in the equity market, the brand value helps boost clients’ confidence.
  • There is only a performance fee, and there is no fixed charge or entry fee, boosting the confidence of the house.
  • The absence of a predefined model portfolio provides more flexibility to fund managers to treat as per the market’s reaction, which clients do not bind.
  • Consistent impressive returns from long-term to short-term horizon— alpha returns from undervalued stocks
  • Extra care for risk analysis to perform well in the downturn of the market

Weakness

  • Avoiding P/E or EBIDTA may backfire while deciding valuations
  • Limited strategy can discourage or force some clients to choose rivals
  • Relying on one’s software, tools, and critical personnel’s expertise is sometimes problematic.

Opportunities

  • Stocks with organic solid growth are hopeful for green energies in the future.
  • Companies with ‘economic mot’ for market advantage
  • Expansion of strategies beyond large-cap as per various fund sizes and goals.

Threats

  • New startups with swift ideas and innovative strategies can throw a substantial challenge.
  • Tax structure and market regulators can impose a tight slap time.
  • The investment amount is out of reach for many; they could opt for a better opportunity in the security market with low investment risk.

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Investment Facilities provided by Tulsian Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Allowed

Switch Charges

1.4% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

3% within 1st Year

If you look at Tulsian Portfolio management features, they’re clear indicators of tailoring clients’ diverse needs.

From discretionary options to risk-adjusted solutions, the firm ensures productive facilities for clients; here is a concise breakdown.

  • Investors can’t choose a particular fund strategy as only one defined strategy exists. So, there is no scope for personal preferences.
  • Also, the firm makes a limited scope for customization clear. Even though almost all PMS services have predefined strategies, there is a limited scope for personalized solutions.
  • The PMS house intends to get a global audience, and NRI investors are welcome.
  • Clients can assign full responsibility to fund managers under the discretionary option.
  • In addition, clients can take some control of the fund allocation.
  • Early exit charges for the first three years only.

Tulsian Portfolio Management Support

Call Support

Available

Email Support

Available

Chat Support

Available

Dedicated RM Support

Available

Fund Manager Intereraction

Available

Issue Resolving TAT

Max 3 Working days

Strong support is the backbone of any PMS service, and Tulsian Portfolio Management Services is no exception.

  • Call the helpline during business hours if you have any stuck hurdles, clumsy concepts, or systems.
  • You can contact them via email; it is helpful for any detailed queries and concerns.
  • Fortunately, investors get a real-time chat facility with the team
  • Probably for the first time, a unique opportunity is there; investors can touch the fund manager directly

In short, Tulsian PMS has a proper balance between business structure and client support.

Tulsian PMS Dashboard Link

Web Platform

In this world of PMS, the dashboard is considered a control hub. From real-time market updates to instant analysis, the Tulsian PMS Dashboard presents almost everything to support clients.

Their dashboards are designed to give a consolidated picture of your funds. In addition, the centralized platform also helps to monitor asset allocation, portfolio performance, and the latest market trends.

With a straight aim of a hassle-free flow of information, the interface is simple and fast. Moreover, their dashboards are tailored to cope with individual investor preferences.

It allows them to personalize the information displayed as needed and highlight the market metrics that matter most to them.

This personalization ensures that investors easily access the information most relevant to their goals. For Tulsian PMS, it is a revolution with the market’s demand.

Their in-built software and tools are there to support the dashboard activities. So, their dashboard is not just a technical advance but decodes the market’s complexities.


Tulsian PMS Login

First, check the eligibility before the Tulsian PMS login process. If you are sure, open the web browser and click the PMS Client Portal URL or the above dashboard link.

Investors can dial their customer support for further steps and login credentials. They may assign an expert RM manager or a dedicated customer support team.

However, it is good to note the process would take some time for security reasons and verification.

Now, enter your credentials on the client login page, and you will be directed to a personalized dashboard page.

It’s time to familiarize yourself with real-time portfolio, fund allocation details, transaction history, market news, and more.

Ask the support team to help when you encounter issues on this platform. Now, enjoy your virtual office and the growth journey.

Tulsian PMS Review or Ratings by Finec.in

Overall Rating

7.05 / 10

Portfolio Performance

7.01 / 10

Support

7.19 / 10

Facilities

6.94 / 10

Charges

6.87 / 10

Experience

7.23 / 10

Tulsian Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000005838

Contact Person

VINOD AMERIA

Email ID

abhinandan@tulsianpms.com

Telephone No.

022 2351 1144

Address

6/40, TARDEO AC MARKET, TARDEO, MUMBAI, MAHARASHTRA, 400034

Starting Date

Sep 26, 2017


How to Invest in Tulsian PMS?

Investing in the Tulsian Portfolio Management system is a simple and short process. Before starting, be sure of the eligibility from this section. Here’s a step-by-step guide on how to invest in Tulsian PMS.

Eligibility Criteria:

  • A graduate degree is good for basic knowledge
  • Both an Indian and an NRI citizen can join the PMS body.
  • Complete at least 18 years of age or older.
  • Make sure that a minimum amount of ₹50 Lakhs is required.

Onboarding Process:

  • Firstly, click the button below “Invest as PMS” and fill out the form.
  • You will receive a call from the company executive helping you out with the procedure.
  • Once you understand and agree to the T&C, risk profiles, etc, sign the agreement to start your PMS journey.
  • They will allocate a specific portfolio per your preference; in this case, only one option is available.
  • You have to transfer the funds before this allocation.

Documentation and paperwork:

  • Please fill out the PMS agreement form and sign it; keep a Xerox copy before submission.
  • Provide all details of your active Demat account.
  • Submit the POA documents.
  • Get ready with a copy of your PAN card.
  • A residential address proof is necessary.

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Tulsian PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Tulsian Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory


Tulsian PMS – Conclusion

After a massive success year, Tulsian PMS is gearing up strategies for a dull and flat market to protect investors’ interests.

With this in mind, fund manager Mr Abhinandan targets disruptive companies rather than organic ones. They will focus on sub-sectors soon for another promising financial year.

The strategy, as mentioned above, is already minting money for FY24. In the first three months of the financial year 2024, Tulsian makes a massive 18.9% while Nifty secures a dull 7.5%.

Despite a consistent success record, he also set a red flag about global inflation. But he is hopeful and thinks of Dalal Street as a bright spot amid global uncertainty.


FAQs on Tulsian Portfolio Managers

Here is the list of FAQs related to the Tulsian Portfolio Management Services.

Which is the Best Strategy for Tulsian PMS?

Tulsian PMS has only one strategy, and they don’t believe in model portfolios.

What is the Minimum Investment in Tulsian PMS?

Investors need to transfer at least ₹50 lakh to join.

What is the Return of Tulsian PMS?

In three years of returns, it is an impressive 40% and the first three months of FY24 mint 18.9%!

Is Tulsian Portfolio Management good?

Yes, it is good and trusted and has more than thirty years of glorious presence in the market.

What is the fixed commission of Tulsian PMS?

Only pay a flat 15% as profit sharing, which means they charge only when your portfolio makes a profit.

Is a Demat account mandatory for Tulsian Portfolio Managers?

Yes, a Demat account is mandatory.

What are the Exit Charges of Tulsian Portfolio Management?

If you decide to exit in 1st year, pay 3%. It is getting lower every year, and after completion of 3rd year with a 1% exit fee, you are free to exit anytime without a penalty.

Who are the current fund managers of Tulsian PMS?

Mr Abhinandan Tulsian is Tulsian’s current fund manager.

What is the AUM of Tulsian Portfolio Management Service?

Currently, they have ₹110 crore AUM.

Do Tulsian Portfolio Managers Charge Variable Commissions?

Fortuantely, there is no variable charges.


 

Customer ratings and reviews of Tulsian PMS

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