Pelican PMS – Review, Strategies, Returns, Charges, Benefits & more

Pelican PMS is one of the greatest PMS services in India. In this article, we will discuss Pelican PMS Strategies, commission models, investment plans, yearly returns and many more.

Find the detailed review of Pelican Portfolio Management Service below.

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Overview of Pelican Portfolio Management Services

The table given below is providing details about the overview of the Pelican PMS house.

Pelican broking house is a renowned PMS-providing company. The Pelican portfolio management services are typically provided by GoCapital Finance Limited.

The company was launched by Kanu K Warrier in the year 2003. The headquarters of the PMS house is located in Chennai, Tamil Nadu. It is a SEBI-registered company greatly known for PMS services in the stock market. The company has a long list of fund managers who operate their PMS business.

Now, we will discuss the Pelican PMS reviews, charges, returns and more.

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Types of Pelican PMS

The below table is showing details about the types of Pelican Portfolio Management Services.

The Pelican broking house works on both the PMS types such as Discretionary and Non-Discretionary. Usually, most of the clients like to opt for Discretionary service because in this the investment portfolio of the clients is managed by fund managers.

While some of the clients choose to consult with any consultancy for making reliable investment decisions.

Pelican PMS Fund Managers Details

The entire table given below is giving information about the Pelican PMS fund manager.

The portfolio managers of Pelican PMS hold an AUM of around 4,500 Cr and manage the investment portfolio of around 380+ clients.

The investment tenure of the broking house is a minimum of 4 years.

Deepak Radhakrishnan (Portfolio Manager)

The present portfolio manager assigned by Pelican PMS is Mr. Deepak. He has previously worked on multiple assignments such as managing mutual funds, and private and corporate portfolios from our country and also from abroad.

As per the present statures he has managed to attain, he has 17 years of experience under his hood and is a seasoned investment professional.

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Pelican PMS Strategies

The table given below is providing details about the Pelican Portfolio Management Services strategies.

Pelican PE Fund Strategy

Quality large-cap companies and market leaders are the choices for investment, where funds are either invested or withdrawn at specific intervals. These positions are determined by Nifty PE levels in the said domains.

The strategy is all set to increase or decrease the amount of exposure which is dependent on the overall market valuation. For the lower end, the strategy average-out their buy price, and contrarily it exits near the potential top, probably not the top.

Pelican PMS Returns / Performance

The below-given table chart is presenting the returns performance of the Pelican portfolio management service.

The return rate of Pelican portfolio management service company is very impressive and has approached a lot of clients towards portfolio management.

The investment management company is capable enough to beat around-plus years of Mutual Fund Returns.

The healthy and impressive return performance makes the Pelican PMS the best broking house available across the country.

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Pelican PMS Investment Plans

Find the details about various investment plans of the Pelican portfolio management service company.

Normally, the above table is providing details about the investment slabs available to Pelican PMS clients. For any PMS broking company, the minimum value of Rs. 25 lakh is normally required for having portfolio management services.

The pelican portfolio management service provides houses has a variety of investment plans to choose from. The company has designed 4 investment slabs for its clients namely, bronze, silver, gold and platinum. The bronze plan ranges from Rs. 25 lakh to Rs. 50 lakh.

The silver plan is in the range of Rs. 50 lakh to Rs. 1 Cr. The gold plans are between the range of Rs. 1 Cr. to Rs. 5 Cr. And the platinum investment plan applies to investors who can invest more than Rs. 5 Cr.

Since the Pelican PMS company has made available all kinds of investment plans for its clients, it has a variety of commission models as well. Usually, a high investment slab leads to a low commission rate as well as elite services.

Pelican PMS Fee Structure or Commission Slabs

The table given below is giving a better understanding of the Pelican Portfolio Management Service Fees Structure.

The Pelican broking house has designed three different types of commission models including the prepaid commission model, volume% commission model and profit sharing% commission model. All the commission models are described below.

Pelican PMS Prepaid Commission

In the prepaid commission model, clients are supposed to pay commission or management charges in advance, before the period of investment starts. This model is convenient because the commission fees are levied comparatively lower than other commission models.

The table provided below is showing the details of the Pelican PMS Prepaid Commission Model.

This commission model of Pelican portfolio management service is completely dependent on the investment portfolio.

With investment amount range of Rs. 25 lakh to Rs. 50 lakh, 1.7% of the investment is taken as commission charges. If the investment value ranges between Rs. 50 lakh to Rs. 1 Cr, the commission charges to be levied is around 1.5% of the total investment amount.

With high investment amounts like- Rs. 1Cr to Rs. 5 Cr then 1.3% of the total investment amount is to be paid as commission fees. Above Rs. 5 Cr of investment value then commission charges will be around 1.1% of the total investment value.

Pelican PMS Volume% Commission

The dependency of the volume % commission model is on the total number of transactions related to the investment made by the fund manager. This model is also dependent on the situation of the market and other such aspects of investment as well.

The Volume % commission model usually leads to high commission charges. And also the commission fees depend on the fund manager’s loyalty and market situation as well.

With an annual transaction volume of Rs. 25 lakh to Rs. 50 lakh, the commission charges are 0.17% of the total transaction volume. If the transaction volume years is between Rs. 50 lakh to Rs. 1 Cr., then 0.16% of the total transaction volume is to be paid as commission charges.

Hence, with extensive transaction volume like Rs 1Cr. to Rs. 5 Cr., the commission charges will be around 0.14% of the total transaction volume. And with more than Rs. 5 Cr. of yearly transaction volume the commission charges will be around 0.12% of the total transaction volume.

Pelican PMS Profit Sharing% Commission

This commission model is a greatly convenient and suitable commission model that enables investors to pay commission fees only when the profit on investment is realised. The profit sharing% commission model provides a very high-profit percentage volume and low risk as well.

The profit sharing % commission model is said to be the most convenient and appropriate commission model for investors. Its total dependency is on investment portfolio performance.

This commission model type is offered to only high investment portfolio clients and to clients who are with the company for over 3-4 years.

Foran investment portfolio with a profit amount of Rs. 2.5 lakh to Rs. 5 lakh, the commission charges will be 30% of the total profit amount. If the portfolio with profit value of Rs. 5 lakh to Rs. 10 lakh, the commission fees will be 28% of the total profit amount.

Additional information

And the portfolio with a high-profit amount like Rs. 10 lakh to Rs. 50 lakh, then the charges will be around 25% of the total profit value. And over Rs. 50 lakhs of profit on the investment, the commission charges are 22% of the total profit.

The above-given commission models are normally personalised based on clients’ requirements. Along with management fees and commission charges, there are some other kinds of charges levied by the Pelican PMS company including- Custodian Charges, Depository Charges, Upfront Charges, Brokerage Charges and Exit Load as well. All these charges levied by the broking house are described below in detail with tables.

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Pelican PMS Charges

The table given below is providing entire details about the charges levied by the Pelican PMS company.

Here is the quick list of charges imposed by the Pelican PMS house are as follows-

• Management Charges- The management charges charged by the Pelican PMS are based on the commission model opted by the investor.
• Upfront Charges- Upfront charges are also levied by the portfolio management service house. Just like a prepaid amount, Upfront fees are charged. The fees normally range from 1.2%-2.2% of the total asset value.
• Brokerage charges- The broking house usually charges brokerage fees as per the total transaction value. The charges levied by the PMS house range from 0.15% to 0.025% of the total transaction value.
• Custodian Charges- The PMS house also levies custodian charges from all of its clients. The custodian charges are usually charged between the range of 0.04% to 0.05% of the total asset value.
• Depository Charges- The depository charges levied by the company normally range from 0.18% to 0.25% of the total asset value.
• Exit Load Charges- If the time of withdrawal takes place within 12 months, the fees to be paid will be 2.0% to 3.0% of the total withdrawal value. If the withdrawal time and transactions take place after 1 year then charges will be around 1% of the total withdrawal value or sometimes the withdrawal is free.

Pelican PMS Benefits

The below table is providing information about the benefits of Pelican PMS house.

There are various advantages of Pelican PMS are as follows-

• The Pelican PMS company provides Top-up facilities to its clients for their huge satisfaction.
• Pelican PMS house enables users or clients to check back office reports related to their investment portfolio through the back office login authority provided to them.
• The PMS company is also good at providing EmailUpdatese and SMS update facilities to clients. So that they can check the transactions that are regularly happening in their portfolio management account.
• The Pelican PMS house offers a good flexibility level to all of their investor such- as flexibility in investment models and commission models raising clients’ satisfaction and convenience.
• The broking house has massive experience of more than two decades in the portfolio management service sector.

Pelican PMS Customer Care

Find out the information regarding customs care through the table given below-

The Pelican PMS house is normally good at providing good support to all of its clients. Normally, it offers a direct call facility to the clients for resolving any kind of query regarding the investment portfolio. Apart from this, Email and Whatsapp Supporters also provided for their huge convenience.

The Pelican PMS provides support for Relationship Manage to clients. Normally, clients with higher investment portfolios are allowed to call their fund manager at least 6-7 times a month. And with a low range of investment portfolios, clients can call their portfolio manager a maximum of 5 times a month.

Also, the issue resolving TAT of the Pelican PMS house is 7 working days.

Pelican PMS Conclusion

As it is clear from the above discussion that the Pelican portfolio management service is one of the best services in the country. Its investment strategies have given impressive results to all its clients.

The flexible investment plans and commission models provide a good level of convenience to investors. Also, the support system and services companies provide to their clients are greatly useful and well structured as well.

You should opt for Pelican PMS house if you are searching for a portfolio management service-providing company.

Pelican PMS FAQs

Ques – How can I invest with Pelican PMS?

Answer – Pelican caters to customer needs of investment through focused portfolios. The process is completely simple and hassle-free for investing in Pelican PMS. When you open this article, you’ll find a form to fill in. Complete the mandatory information such as your name, mobile number and city, select the critical service and then click the submit button. You will be directed to the further steps of investment in this way.

Ques – Who is the current fund manager of Pelican PMS?

Answer – The present portfolio manager assigned by Pelican PMS is Mr. Deepak. He has previously worked on multiple assignments such as managing mutual funds, and private and corporate portfolios from our country and also from abroad. As per the present statures he has managed to attain, he has 16 years of experience under his hood and is a seasoned investment professional

Ques – What is the approx AUM of Pelican PMS?

Answer – The portfolio managers of Pelican PMSholdsan AUM of around 4,500 Cr and manage the investment portfolio of around 380+ clients. The investment tenure of the broking house is a minimum of 3 years.

Ques – Where can I check the return or performance of Pelican PMS?

Answer – The returns and performance of Pelican PMS, it is present right on this page. We show the full facts and figures in a tab for the convenience of our customers. Pelican is known for offering an outstanding portfolio management service and has exceeded the returns of mutual funds for more than 10 years.

Ques – What are the different strategies used by Pelican PMS?

Answer – In the form of a table, the website includes the different techniques that Pelican integrates. The Pelican PMS house has different kinds of efficient PMS strategies, as per the table given above. Typically, they use Small Cap and Multi Cap Tactics. All investment philosophies are very accessible to the business.

Ques – Where to find the fee structure and commission rate of Pelican PMS?

Answer – Data on all the details of Pelican PMS are included in the report. With all the significant heads, we’ve detailed you and done so in the form of tables and maps. Therefore, you only have to locate the head under which the details are given to find the fee structure and commission rate of Pelican PMS.

Ques – How to call or reach PelicanPMS customer care?

Answer – To help customers and answer their every question, the Pelican PMS house offers a direct call service. Whatsapp and e-mail support are available round the clock. We owe the consumer the assistance of a relationship manager. We provide a direct call facility with the fund manager 3-5 times a month in case of high asset investment such as over INR 1 Crore. Investors with low net worth are only able to connect 1-2 times a month.

Ques – What are the benefits of investing with Pelican?

Answer – The Pelican PMS company provides a Top-up facility to its clients for their huge satisfaction. Pelican PMS house enables users or clients to check back office reports related to their investment portfolio through the back office login authority provided to them. The PMS company is also good at providing EmailUpdatese and SMS update facilities to clients. So that they can check the transactions that are regularly happening in their portfolio management account. The Pelican PMS house offers a good flexibility level to all of their investor such as- as flexibility in investment models and commission models to raise clients’ satisfaction and convenience.

Ques – What are the different charges involved with Pelican?

Answer – There are various charges involved in the Pelican PMS. The taxes that are levied include Upfront fees, Brokerage charges, Custodian charges, Depositary charges, and Exit load within the time of one year. For more information, please visit the website.

Ques – Where can I find all the details about Pelican PMS?

Answer – All the details regarding the Pelican portfolio management services are provided within this article provided. To make the work feasible and flexible for our customers, we have provided the data through charts, maps and graphs. This way the customer can easily locate all the information they require easily within the website.

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