We are in the business of helping people create annuity for milestones and second-life cash flow.
Pelican Holdings Private Limited (PHPL) was incorporated in 2003 and has since been engaged in providing investment advisory and related services to Ultra High Net Worth Individuals (UHNIs) and corporate clients. Pelican PMS is the Portfolio Management Service offered by Pelican Holdings Private Limited, Chennai (SEBI Registration No. INP000006891).
Sorted by 3-year return. Returns are TWRR, net of fees; CAGR above 1 year.
PE Fund
Top 100 Fund
Deepak
Fund managerPortfolio Manager
15+ years of experience across equity research and fund management. Previously managed mutual funds and private/corporate portfolios in India and abroad.
Kanu
Founder & Director
Founder in 2003 after a decade in merchant banking and broking. Nearly 30 years of experience advising UHNWIs and corporates across equity and debt. Creator of the proprietary Nifty PE-based investment framework used by Pelican PMS.
Karthik
Compliance Officer
15+ years of experience in compliance across broking, investment advisory, and NBFC segments.
Yashaswini
BoardAdvocate
Advocate specialised in insolvency and company law matters
Advocate specialising in insolvency and company law matters at NCLT and Appellate Tribunal. Focused on commercial dispute resolution and corporate advisory.
Jayaraman Sridharan
BoardAdvisor
Graduate in commerce, 35+ years of experience
Commerce graduate with 35+ years of experience in banking, finance, restructuring, recovery, and foreign exchange.
Neelu
AdvisorSenior Advisor
Nearly three decades of experience in audit, corporate finance, capital markets, M&A, demergers, and restructuring. Founding partner of CNGSN and advisor to prominent business families.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
K V Prakash
AdvisorAdvisor
Over three decades of experience in capital markets, corporate advisory, real estate, and infrastructure.
Jagadeesh
AdvisorAdvisor
Member of the Institute of Chartered Accountants of India
Chartered Accountant with 20+ years in investment banking and corporate consulting. Founding partner of Trans Advisory with over $1bn in executed transactions.
Jnaneshwar
AdvisorAdvisor
Over two decades of experience managing UHNWI and large corporate relationships. Advised major corporate houses on real estate portfolios.
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