Services
Our service packages use a combination of market information feeds, research, analysis, technology and our relationship managers' time to ensure that you always stay informed. We charge an annual service fee to ensure that our service packages evolve and stay contemporary with your needs.
You are unique as are your needs. What is a luxury to many is a necessity to you. You have struggled hard to reach this place and would like to be treated well. You travel the world, put long hours away from your home and manage various timelines and schedules. You travel first class, pamper your family with an overseas holiday once in a while, wear tailored clothes, are seen in the most happening places…
We understand you perfectly well. You will be pampered at Pelican, spoilt to put it mildly.
Levels of services:- Founders/Key partners will directly interface with you.
- Services of a dedicated Relationship Manager.
- Highly personalized investment advisory & fulfillment.
- Monthly portfolio reports with analysis.
- Annual comprehensive review.
- Customized investment offerings.
- Comprehensive management of your overall investments.
- Creating a will and estate management needs.
- Weekly/Monthly/Quarterly Market Updates.
- And all other unsaid needs that you may have as we go along.
- Needless to say, we would endeavor to delight you in every way possible.
You are well on your way to getting there. You have come a long way and have a little more to go. You travel the world and are used to world class treatment, you deserve the best and nothing else. You have sweated your way to reach here, would like your money to equally sweat it out.
We would join you in your endeavor to make your money work for you.
Levels of Services:- Services of a dedicated Relationship Manager.
- Periodic interactions with the senior Advisors.
- Customized Financial Plan.
- Annual comprehensive review.
- Monthly Investment Reports.
- Weekly/Monthly/Quarterly Market Updates.
- Comprehensive management of your overall investments.
You have great aspirations, we wish to partner you and assist you in reaching them. You believe that a planned approach is important to enable you to reach the desired destination. We will draw dedicated plans and implement them with you.
Levels of Service:- Services of a dedicated Relationship Manager.
- Customized Financial Plan.
- Annual comprehensive review.
- Quarterly portfolio statements.
- Weekly/Monthly/Quarterly Market Updates.
We offer a walk in/phone in service for small investors with occasional investment fulfillment needs. Such requests are only fulfilled at our offices. For more details call us/write to us using the details on the contact page. Any financial planning sessions are charged extra and a prior appointment needs to be taken for the same.
We also offer a specialized annual portfolio advisory package for clients who would like our knowledge and research inputs and want to do the investments themselves. This is typically offered to clients with large portfolio sizes.
Note: For details on this services package and fee structures, please contact us.