Capital Preservation + Wealth Creation with High-Quality Equity Exposure

The core investment objective of Pelican PMS is to build long-term capital appreciation through carefully selected high-quality Indian listed equities. With a strong emphasis on durability, return on invested capital, and consistent cash flows, the strategy is designed for investors aiming for financial milestones and second-life annuities.

Disciplined. Diversified. Dynamic.

Pelican PMS focuses on high-quality businesses at attractive valuations, selected through a rigorous bottom-up approach. The strategy filters stocks based on:

• • Sustainable business models
  • Predictable and growing cash flows
  • Strong balance sheets
  • Scalability and return visibility
  • Value, momentum, and low-volatility factors
  • Forensic screening to avoid “quality traps”

The PE Fund specifically emphasizes timing-based phased allocations driven by P/E levels, targeting top 50 large-cap stocks and ETFs with strict rule-based filters.

“Beautiful Outcomes Are Built on Process” – Pelican’s Investment Ethos

Pelican’s investment philosophy is rooted in a comprehensive framework:

• Mind: Understand market cycles, build scalable models
• Idea: Seed selection backed by strong fundamentals
• Product: Ensure meaningful diversification
• Process: Manage behavioural biases and accept research risks
• Spirit: Focus on capital preservation and long-term value creation
• Body: Stick to equity—the ultimate wealth creator

Inspired by the belief that returns are outcomes of disciplined inputs, Pelican focuses on what can be controlled—selection, valuation, allocation, and patience.