Investing is often overshadowed by emotion, filled with vices and subject to several make-believe theories.

Discretionary Service in Listed Equity Instruments

Where we decide what to buy, when to buy and how much to buy, managing your money to deliver risk adjusted returns in Listed Indian Equity Shares, Exchange Traded Funds and other instruments. You open a PMS account, invest money(minimum 50 lakhs), the custodian(Axis Bank) manages deployment of money for purchase of shares, receives and holds money on your behalf on sale of shares; shares purchased are credited to your demat account with the custodian and withdrawn for sale by the custodian. The third-party fund accounting team (Axis Bank) calculates and reports performance on a monthly basis. This report is sent to you on a monthly basis. You can use "Member Login" on this site to view performance and holdings as on the previous day.

Click Here for a brief on our Method.

Click Here for our Top 10 holdings

Click Here to see our Performance

Non-Discretionary Service in Listed Equity Instruments

Where you decide what to buy, when to buy and how much to buy based on our advice. We execute the purchase & sale as per your instructions. The process including custody, third party fund accounting, monthly reports and third party auditor report are the same as mentioned in Discretionary Service.

Advisory Service for Equity & Debt

Where we try to understand the purpose of your current investments, fine tune debt-equity allocation, help figure purpose of instrument held, with an eye on safety, minimising intermediation cost. We suggest allocation to you, which you will hold directly in your name, we monitor monthly perfomance, suggest changes and report once every quarter. Advisory fees are payable on a quarterly basis. Kindly contact us for details.

Testimonials

Aparna Ramesh

Aparna Ramesh

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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!!!

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Francy Florist , Vendor

Francy Florist , Vendor

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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.

"
Ramki

Ramki

"

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.

"
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Pelican Holdings Private Limited ,18, Trinity house, 2nd Floor, 4th street , Tirumurthi Nagar, Nungambakkam, Chennai – 600 034

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reachus@pelicanpms.com

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+91-4428155382

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+91 9498303030

Pelican Holdings Private Limited[Portfolio Management Services, SEBI Registration Number INP000006891], Registered Office Address: 18, Trinity House, 2nd Floor, 4th Street, Tirumurthi Nagar, Nungambakkam, Chennai – 600034.. Investment in securities market is subject to market risks, please read all related documents before investing. Please read Disclosure Document, Investor Charter, Complaints . Compliance Officer: B Karthik, karthik@pelicanpms.com, +91-44-28155382. Please write to reachus@pelicanpms.com for any query, feedback, or clarification. In case of any grievance on our service please write to grievance@pelicanpms.com.