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

Pelican PMS is one of the greatest PMS service 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.

PMS Offers

Pelican PMS – Customer Ratings & Review

Find Client ratings of Pelican Portfolio Management Services –

Pelican PMS Ratings
Returns Performance3.2 / 5
Services3.1 / 5
Charges3.3 / 5
Experience3.3 / 5
Strategies3.2 / 5
Client Support3.0 / 5
Overall Ratings3.2 / 5
Star Ratings★★★★★

Overview of Pelican Portfolio Management Services

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

Company TypePrivate
Registered LocationChennai, Tamilnadu
LeadershipKanu K Warriar
Yr. of Establishment2003

Pelican PMS

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 have a discussion about 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.

Types of PMS

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 totally 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.

Fund Manager’s Details
NameS. Neelakantan
Experience28 Years
Highest QualificationCFA
AUM (in Cr.)Approx 4,500 Cr.
Number of Clients380+
Investment TenureMinimum 3 yr.

The Pelican PMS company has multiple funds or portfolio managers but the high expertise one is S.Neelakantan who is holding around 28 years of experience in the PMS sector. He is highly qualified with CFA.

The portfolio managers of Pelican PMS holds AUM of around 4,500 Cr and manages the investment portfolio of around 380+ clients.

The investment tenure of the broking house is a minimum of 3 years.

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Pelican PMS Strategies

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

Large Cap StrategyYes
Diversified StrategyYes
Small – Midcap StrategyYes

According to the table provided above, Pelican PMS house has different types of investment strategies. They usually work on diversified strategy, large-cap strategy and small-mid cap strategy.

Here are some strategies used by the Pelican broking house.

The Pelican PMS house has two chief investment strategies namely- 1) Equity Life Cycle (ELC) and 2) Mean Reversion.

Pelican Equity Life Cycle Strategy

The Equity Life Cycle philosophy is designed and mapped by making use of the Price (P) and Earnings (E) of Nifty with a time duration.

In this present scenario, price raise to a high level and low level on the basis of factors like- liquidity, appetite, macro risk and some other similar kind of reasons that are not changeable and thus are needed to be provided for levels based on standard deviation.

The PE movement basically happens due to the change in price and earning both. In a PE rising scenario, the conception is quite positive- higher price basically leads to high earning growth or good income source.

But if the price begins to move quicker in comparison to earnings then there is a PE growth and in the end a bubble scenario. And if the prices are not completely justifiable to the offered earnings, the bubble bursts.

Pelican Mean Reversion Strategy

Mean reversion is an amazing investment strategy based on price to earnings. Normally, PE is a very good indicator to measure the exact scenario of the market. It all helps to arrive at the final investment decision.

The dynamic mean Pe reversion will happen along with the ELC (Equity Life Cycle), the timetable agenda of which is incalculable.

There are many drivers available for Earnings or intrinsic value ( growth quality, cash flow) and drivers for the price( momentum, liquidity, risk appetite and information).

So understanding properly the factors of equity life cycle fully are quite imperative in building a strong investment strategy.

Pelican PMS Returns / Performance

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

Returns (CAGR)
3 Year9%
5 Year10%
7 Year12%
10 Year17%
11 Year Plus16%

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

The investment management company is capable enough to beat around ten plus years of Mutual Fund Returns. The Pelican portfolio management service return performance for 3 years is 9 per cent, for 5 years is 10 per cent, for 7 years is 12 per cent, for 10 years is 17 per cent and for 11 years plus is around 16 per cent CAGR.

The healthy and impressive return performance makes the Pelican PMS is 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.

Investment Plans
Bronze (25L – 50L)Yes
Silver (50L – 1 Cr.)Yes
Gold (1 Cr. – 5 Cr.)Yes
Platinum (5 Cr. Plus)Yes

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 providing house 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 is applicable for the 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, 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.

Commission / Fees Structure
Prepaid CommissionYes
Volume% CommissionYes
Profit Sharing% CommissionYes

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

Pelican PMS Prepaid Commission

In prepaid commission model, clients are supposed to pay commission or management charges in advance, before the time period of investment starts. This model is really 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.

Prepaid Commission (Yearly)
Investment – 25L – 50L1.7% of Investment
Investment  – 50L – 1 Cr.1.5% of Investment
Investment – 1 Cr. – 5 Cr.1.3% of Investment
Investment – 5 Cr. Plus1.1% of Investment

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 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 amount 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 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.

Volume% Commission (Yearly)
Transaction Volume – 25L – 50L0.17% of Total Transaction Volume
Transaction Volume – 50L – 1 Cr.0.16% of Total Transaction Volume
Transaction Volume – 1 Cr. – 5 Cr.0.14% of Total Transaction Volume
Transaction Volume – 5 Cr. Plus0.12% of Total Transaction Volume

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

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

Profit Sharing% Commission (Yearly)
Profit Amount – 2.5L – 5L30% of Profit
Profit Amount – 5L – 10L28% of Profit
Profit Amount – 10L – 50L25% of Profit
Profit Amount – 50L Plus22% of Profit

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

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

For investment portfolio with profit amount if 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.

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 on the basis of 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.

Management FeesAs per commission model
Upfront Fees1.2% – 2.2% of Asset Value
Brokerage Charges0.015% – 0.025% of Total Transaction Value
Custodian Charges0.04% – 0.5% of Asset Value
Depository Charges0.18% – 0.25% of Asset Value
Exit Load – within 12 months2.0% – 3.0% of Withdrawal Value
Exit Load – post 12 monthsFree or 1% of Withdrawal Value

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 is on the basis of 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 levy by the PMS house ranges from 0.15% to 0.025% of the total transaction value.
  • Custodian Charges- The PMS house also levy custodian charges from all of its clients. The custodian charges usually charged between the range of 0.04% to 0.05% of the total asset value.
  • Depository Charges- The depository charges levy by the company normally ranges 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.

Benefits / Advantages
Top-up FacilityYes
Back office ReportsYes
Email UpdateYes
SMS UpdateYes
Watsapp UpdateNo
Portfolio ViewYes
Detailed ViewYes
Flexible Commission ModelYes
Flexible Investment PlansYes
Massive ExperienceYes

There are various advantages of Pelican PMS are as follows-

  • The Pelican PMS company provide 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 Email Update and SMS update facility to the clients. So that they can check regarding the transactions are regularly happening in their portfolio management account.
  • The Pelican PMS house offers good flexibility level to all of their investors such as- flexibility in investment models and commission models raise 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-

Customer Care
Call SupportYes
Email SupportYes
Chat SupportNo
Watsapp SupportYes
Relationship Manager SupportYes
Call to Fund ManagerYes – 3 to 6 Times a month
Issue Resolving TAT11 working days

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

The Pelican PMS provides support of  Relationship Manage to the clients. Normally, the clients with higher investment portfolio are allowed to call their fund manager at least 6-7 times in a month. And with a low range of investment portfolio clients can call their portfolio manager maximum 5 times in 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 across the country. It’s investment strategies has given impressive results to all its clients.

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

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

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  1. Invest in PMS / PCG

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