Services

Our definition of Wealth Management Services spans the following key processes:

In Life, since not all actions happen as planned, Risk Management is the process of managing the risk of the unplanned events. Pelican is engaged in Wealth Management where the essence is on growing one's wealth. In an unforeseen situation where the absence of the bread winner can put a tremendous strain on the surviving members, Risk Management looks objectively at these situations to address optimum solutions that seek to reduce the risk.

Investment Planning is a holistic approach to meet one's life goals like creating wealth over long term, acquiring assets, fulfilling financial security. Investment Planning helps to decide on the right investment strategy. The investment strategy depends upon age, personal circumstances and risk appetite. At Pelican we strive to arrive an optimal mix of risk and return that suits the customized needs of the individual.

Retirement Planning is all about ensuring that you continue to enjoy life long after your paychecks have stopped.

Whether you picture yourself relaxing on a beach, playing with your grandchildren, or simply not going to work each morning, you need to plan ahead to make your retirement dream a reality. People are living longer than ever before which is obviously good news - but that also means that retirement is becoming expensive. Therefore it is never too early to start, make sure it isn't too late. We can work with you in anticipating your retirement needs and design portfolios that enable you to reach there comfortably.

Judicious Tax Planning involves designing the structure of your portfolio with potential tax effects in mind. This is a consideration that applies while constructing our client's portfolio. Our Financial Planning and Wealth Management experts can provide all-round consultation on taxes relating to investments, as well as active support in areas such as the development of portfolios to provide the optimum tax advantage to the individual.

Higher studies and super specialization is the order of the day. Tomorrow your children will be Global Citizens and therefore compete in a Global Economy. Wouldn't you want to provide them the best of Education money can buy?

Perhaps your children are still very young or you have just had your first baby. It is never too early to imagine their futures but it can be too late to put a financial plan in place to make that future a reality. At Pelican we can provide complete solutions to take care of your child's long term educational needs.