Pelican Holdings Pvt Ltd
AUM (Cr.)
79.79
No. of Clients
33
No. of Investment Approach
1
As On
31 May 2025
Pelican Holdings Private Limited was established in the year 2003 as part of the multi-faceted Pelican Group which has interests across Capital markets and Corporate advisory. For nearly two decades the Pelican Group and its Partners have served as successful advisors to clients investing across various asset classes. Pelican prides itself in its relationship-based approach and has served the needs of both Corporate and Ultra High Networth Individuals alike. Our history and clientele are testimony to the quality of our service and performance. Pelican PMS is the Portfolio Management Service offered by Pelican Holdings Private Limited. Manages Portfolios in Listed Indian stocks (SEBI minimum 50 lakhs), for Individuals / Companies who desire long term wealth creation. Advises on Fixed Income. We are in the business of helping people create annuity for milestones and second life cash flow. Pelican PMS’s investment strategy focuses on making carefully selected investments in high-quality businesses at attractive prices. Stock selection involves understanding how the company makes money, attractive returns on invested capital, durability, scale, predictable & growing cash flow and strong balance sheets to weather economic volatility
| PMS Investment Approach(s) | Returns | |||||
|---|---|---|---|---|---|---|
| Investment Approach | Category | 1 Yr | 2 Yr | 3 Yr | 5 Yr | Inception Date |
PE Fund |
LARGE CAP | 5.25% | 14.62% | 14.14% | 14.27% | Jun 2018 |
* Returns are as on 31st May 2025, * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1
Portfolio Manager Profile
Mr. Deepak Radhakrishnan
Portfolio Manager
AMC Registered Address
Pelican Holdings Pvt Ltd., Trinity House, No.18, 2nd floor, 4th Street, Tirumurthi Nagar, Nungambakkam, Chennai – 600034.
SEBI Reg No : INP000006891
AMC Investor Login Link
Click here
AMC Website Link
Click here
Disclaimer & Risk Factors:
We have taken and continue to take utmost care and caution in compilation of current and historical data (such as performance of Portfolio Managers, investment approaches followed and/or AUM of Portfolio Managers etc.,). We also take due care in analysis (such as making comparisons etc.,) of the data. The information and data provided by PMS bazaar on its website (including any of its publications/e-mails/newsletters) have been obtained and culled out of whatever is available on public domain/provided by the Portfolio Managers either on their own or at the request of PMS Bazaar and we do not in any way guarantee the accuracy [(in general and as well as with respect to regulatory compliance(s)], reliability, completeness, current-ness and/or timeliness of any content, information, data, analysis, software, text, graphics, links or communications provided on or through the use of the Website and we assume no liability and cannot be held responsible for any errors or omissions in such information, data (including regulatory non-compliances, if any) and/or analysis of such information and data nor for the results obtained by any user of the website (including any publications/e-mails/newsletters of PMS Bazaar) from the use of such content, information, data, analysis, software, text, graphics, links or communications provided on the Website or for any monetary or other damage suffered by you on account of such usage.
All information present on the Website of PMS bazaar (including any publications/e-mails/newsletters of PMS Bazaar) is to help investors in their decision-making process and shall not be considered as a recommendation or solicitation of an investment or investment strategy/approach/funds. The names of the portfolios/ strategies/approach/funds do not, in any manner, indicate their prospects or returns. There is no assurance or guarantee that the objective of portfolios/ strategies/approach/funds will be achieved. Past performance is not necessarily a guide to future performance and no way guarantee the future performance. Investment in securities markets is subject to market risks, Investors are responsible for their investment decisions and are responsible to validate all the information used to make the investment decision.All the information provided herein including Performance is not verified by SEBI nor has SEBI certified the accuracy or adequacy of the same.