TULSIAN LARGE CAP PMS

The investment objective of the Tulsian PMS is to be always recognised as the most transparent and ethical Portfolio Management companies of India, generating long term wealth for all our clients, consistently adding value to their portfolio.

Tulsian PMS’s flagship scheme focuses on investment in large-cap companies, known for their growth potential and consistently robust performance. This PMS service targets a select group of 10-15 stocks, chosen through a meticulous bottom-up analysis. The objective is to cultivate a portfolio that delivers strong compounded growth and long-term wealth creation.

The investment strategy of Tulsian PMS is to invest client funds for long term wealth creation in securities providing long term opportunity for wealth creation. Each portfolio is unique, crafted to meet individual investment goals.

1. Core-Satellite Portfolio Approach

The strategy emphasizes a long-term asset allocation model that generates consistent portfolio results by combining core holdings with selected opportunities.

• Core holdings generate beta returns of the portfolio.
• Alpha generation focuses on identifying undervalued stocks through events, technical factors, cyclicality, news, or other developments.
• Investments are typically made at a discount as the market is yet to recognize the stock’s true potential, leading to PE re-rating.

2. Stock Selection Framework

The process begins with thorough macroeconomic and company-level analysis, ensuring disciplined, fundamentals-driven stock selection:

• Macro-economic analysis: Zero in on promising sectors.
• Company fundamentals: Prioritize strong fundamentals only.
• Core strength: No compromise on steady and consistent growth.
• In-depth analysis: Use both qualitative and quantitative research.
• Sustainability: Focus on companies with high ROEs and sustainable business models.
• Holding period: Endeavor to generate wealth through a typical holding period of 3–5 years.

The investment philosophy of Tulsian PMS is a set of guiding principles and beliefs which shape their approach to selecting and managing portfolios. These set of principles are the framework for making all informed decisions, based on every client’s financial goals, risk tolerance and time horizon.

Tulsian Large Cap PMS follows a unique and dynamic investment philosophy centered on innovation and precision. The strategy leverages an in-house developed proprietary software—a unique, automated, and one-of-a-kind algorithm—to optimize portfolio management based on evolving market needs. The team emphasizes efficient capital allocation, using custom-built tools to align investments with the risk profile and available opportunities. Unlike traditional approaches that focus solely on valuation measures such as P/E or EBITDA, Tulsian Large Cap PMS adopts a more holistic and adaptable approach, ensuring a robust and future-ready investment process.