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Pelican PMS

PMS Rating

IME PMS Rating

AMC does not meet our selection criteria at this time

Not a Recommended AMC: Pelican PMS is sub-scale and has yet to prove its investment management credentials. The 1-star rating of the AMC is primarily driven by the AMC still being sub-scale. Since the firm is still sub-scale, we have not done additional evaluations with regards the AMC Pedigree, Investment Philosophy, Team & Performance.

The PMS/AIF AMC Rating is derived on the basis of our analysis on 5 key qualitative parameters that we use to analyse the quality of a PMS/AIF Provider. These include an assessment of the size of the AMC, the pedigree of the AMC, the pedigree of the team, the value of the investment philosophy & the level of differentiation. These insights of our central research team are documented in the IME RMS, and can be accessed during a consultation call with an IME PMS specialist.

PMS Background

Discretionary AUM (37cr) | Promoter Category ()

PMS Background

Pelican PMS is the Portfolio Management Service offered by GoCapital Finance Ltd (initially known as Calibre Financial Services Ltd) located in Chennai, India.

Investment management credentials are yet to be proven

PMS Investment Philosophy

Aims to invest in quality large-caps that are market leaders, with a focus on growth & margin of safety

Inv Team

Investment Team

Deepak Radhakrishnan | 2-star rated FM

Portfolio Manager | 21 yrs Experience | 7 yrs at current firm

Past Experience: Asst. VP (Marmore MENA Intelligence), Fund Manager (United Securities LLC), Sr. Manager Research (Unifi Capital Pvt Ltd)

Deepak Radhakrishnan is a seasoned investment professional with over 15 years of experience across Equity Research and Fund Management.

PMS/AIF Schemes

PMS & Listed Equity AIF Schemes

Scheme Category Style 1 yr 3 yr 5 yr Since Inc
Pelican PE Fund Large Cap GARP 24.8 15.3 15.6 13.5

Returns as of 31-July-24.

Free 30-Day Trial of the IME RMS

Details shared above, are only a short-snapshot of the more detailed analysis that resides in IME’s Proprietary RMS (Research Management Solution).

The IME RMS is the first tool ever, to give investors direct access to the insights of the central research team. Investors gain direct access to our ratings, rating rationales & analysis across thousands of funds (MFs, PMSs, AIFs, Global funds), asset classes, categories & more.

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