Tulsian PMS is a new-age, fully digital PMS but seeped in the old-world ideology of staying invested to create wealth.
Tulsian PMS, launched in 2017, is a new-age, fully digital PMS but seeped in the old-world ideology of staying invested to create wealth. The company, backed by the Tulsian group, comes with more than 35 years of expertise and the vision is to remain recognised as one of the most ethical, transparent, and trusted PMS in the market. Investing in equities, Tulsian PMS follows the discretionary method of investing with no model portfolio. With a minimum investment of Rs.50 lakh, the PMS does active portfolio management and recommends an investment horizon of 5 years for wealth creation.
Sorted by 3-year return. Returns are TWRR, net of fees; CAGR above 1 year.
TULSIANPMS
TULSIANMMOP
Abhinandan Tulsian
Founder and CEO
Great academic background - Bachelors (from VJTI, Mumbai) and Masters degree (Carnegie Mellon University, USA) in Mechanical Engineering. He also holds CFA, FRM, and CAIA degrees. 12 years of market experience and extremely thorough when it comes to compliance, research and investment management. Developed the proprietary software for Tulsian PMS – a unique, automated, one-of-a-kind built-in algorithm that churns the portfolio as per the market needs.
Ruma Dubey
Head of Research
A presence of the last 30 years, worked as an Associate Editor in SPT Investment Advisory Services and Premium Investments. A Masters in Commerce, brings to the table almost 3 decades of market, economics and business experience. Proficient writer, a thorough fundamental analyst, crunching IIP, CPI and GDP numbers is a hobby. Pioneered in analyzing investment needs of clients and evaluating macroeconomic data to evaluate the road ahead, enabling informed decision making.
Mahesh Salunke
Head of Technology
Mahesh leads the IT division of Tulsian PMS. He holds a Bachelor of Engineering from Pune University and has been involved in developing and maintaining the IT systems since its inception in 2017. He is the driving force behind all tech tools in the company.
Vinod Ameria
Head of Compliance
A commerce graduate and lawyer by qualification, Vinod is responsible for all compliances at Tulsian PMS to ensure we not only meet the required regulatory norms but also exceed those and set a far higher standard. He is on top of all existing and new systems and processes to ensure compliance at all times
Avinash Gavali
Adviser - IT Systems and Security
An IT expert with over 15 years of experience, Avinash advises the company on IT systems as well as help keeps our data safe and systems secure. His diverse experience with hundreds of clients at his own IT firm comes in handy in complicated scenarios.
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.
S. P. Tulsian
BoardChairman, Executive Director
B.Com. (Hons.), LL.B., F.C.A, F.C.S
Shivani Dani Wakhare
BoardIndependent Non-Executive Director
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