Knowledge
1. How long has Pelican been in business?
We are a decade old boutique Investment advisory firm. To know more about us, click here.
2. How different is Pelican ?
Pelican is a Financial planning based Investment Advisory House. Our emphasis is on the individual's financial need and alignment with the appropriate financial instrument to enable him to reach his goals. Our objective is to ensure your long term financial success.
3. What are Pelican Products?
Pelican does not have any products of its own, we are a Financial Planning and Wealth Management Company. The advice is implemented through a variety of investment products like Mutual Funds, Life Insurances, Bonds, Debentures, Direct Equity, etc.
4. Who can be your client?
Pelican advises individuals /Corporates/other entities. All investment advise are Rupee based and therefore restricted to Indians/NRIs/persons of Indian origin. Non Individuals can be Corporates, Trusts, Associations, Partnerships or Overseas Corporate Bodies (OCBs).
5. What Can I expect when I become your client?
The range of services are classified according to the size of the portfolio and is available in the our services section of the website.
6. How does the process start?
The process will commence with a diagnostic study of your current financial situation, financial goals and profile as an investor with one of our Relationship Manager. Areas of initial discussion will include your Financial Planning needs, investment objective, tolerance of risk etc.
7. What are Pelican's deliverables in this wealth management service?
According to the service package undertaken by the client, a detailed list of deliverables will be provided to the client. For a broad idea on the services offered please refer to service packages.
8. How does Pelican select its investment solutions ?
Pelican has a disciplined screening process that ensures that the investment data is compared with the economic information on a periodic basis to draw our assessments on various performance parameters. Our dedicated knowledge team will ensure that the investment reviews are objective.
9. Do I have an option of investing away from Pelican ?
Pelican is in the business of advisory and fulfillment of investments as per one's financial plans. By doing investments away from Pelican, we will neither be able to advise nor service any issues arising from there. Therefore it is encouraged to do investments according to Pelican's plan.
10. How often do you modify the portfolio?
We base our decision to exit/enter investments based on an objective, asset allocation strategy, which in turn is relative to the market situation at the time. These will be explained to you.
11. How often do you review my portfolio?
Review of the portfolio is done periodically based on asset allocation and the performance of the Investments.
12. How does Pelican ensure Privacy and Confidentiality?
Client Confidentiality is top priority to Pelican's wealth management activity. Pelican has internal processes that ensures that information of a client is not shared with anyone inside/outside other than the express approval of the client. The information collected from the client about his portfolio will be kept confidential and be accessed only by the relevant Relationship Managers and the CRO.
13. I prefer to manage my own investments. Can I engage Pelican solely for the financial Planning services?
Click Specific Advisory
14. Do you suggest on Direct Equity?
We have direct equity desk and our fulfillment partners are Arihant Capital Ltd. Our direct equity desk will help investors understand Equity Stock and enable them to create an appropriate portfolio with an investment horizon of 12 months. At anytime we desire to follow a 10 -15 stocks that we expect will deliver good value to the client in the given time horizon.
15. Where are you located? How do I Contact you?