About Us

Our Profile
At Pelican we play by the rules. Our clients make them!

Our client relationships need to be enduring
We are an independent wealth management house with a focus on managing investment assets based on highly customized and contemporary financial plans that reflect market realities. Our senior leadership team has been consistently enriching our clients' investment experience over the past decade through several knowledge initiatives. Our multi-level relationship model ensures that we always stay in touch.

Our clients need to make informed choices
To empower our clients' decision making capability, we use a combination of primary and secondary research on different financial asset classes:

  • Information and education seminars that discuss, debate and challenge market situations;
  • Interpreting market conditions in an unbiased manner and
  • Proactively understanding our clients' changing investment needs.

Our clients are unique
Our Wealth Management services have been serving a variety of professionals from the corporate sector, medical professionals, legal professionals, entrepreneurs and others. The financial planning based approach has ensured that our advisory is objective as it is customized.