Pelican Holdings Pvt Ltd – Portfolio Management Services (PMS)

Pelican Holdings Private Limited, incorporated in 2003, is an integral component of the diversified Pelican Group, with established interests in capital markets and corporate advisory services. For close to twenty years, the Pelican Group and its associates have successfully guided clients in their investment endeavors across a spectrum of asset classes. The firm's commitment to a relationship-centric methodology has enabled it to cater to the requirements of both institutional entities and ultra-high-net-worth individuals. Our established track record and clientele underscore the caliber of our services and investment outcomes. Pelican PMS offers Portfolio Management Services under Pelican Holdings Private Limited. We manage portfolios comprising listed Indian equities for individuals and corporations aiming for long-term wealth appreciation, with a minimum investment threshold of INR 50 lakhs, as stipulated by SEBI regulations. Advisory services are also provided for fixed-income instruments. Our core business objective is to facilitate the creation of sustainable income streams to support significant life events and future financial security. The investment strategy employed by Pelican PMS is centered on discerningly identifying and investing in high-quality businesses that are available at attractive valuations. The stock selection process entails a thorough evaluation of a company's revenue generation mechanisms, its demonstrated capacity for generating attractive returns on invested capital, the inherent durability and scalability of its operations, the predictability and growth potential of its cash flows, and the robustness of its balance sheet, thereby enhancing resilience against economic fluctuations.