Tulsian PMS

Fund Snapshot

Fund Category: LARGE CAP
Inception Date: 01 April, 2020
Returns:

*Returns as on 31st May 2024

Their Values

Independence-
They prioritize fund managers’ independence, ensuring they are free from corporate influence or predefined viewpoints. This allows them to manage portfolios based on their research and analysis.
Pride
At Tulsian PMS, they take immense pride in organizational culture. Their investment decisions not only reflect the talent of the team but also consider the cultural and environmental contexts in which we operate.
Fairness
Treating every investor, client, employee, and stakeholder with fairness and respect is fundamental to their ethos. They uphold fairness across all aspects of business operations and interactions.
Transparency
They believe in clear and regular communication with clients, giving them consistent performance updates. This is a strategic objective of Tulsian PMS, and they will strive to always be as transparent as possible with all investors, clients and stakeholders.
Empowerment
They empower every member of the team to take ownership and accountability for their decisions and actions. Encouraging innovation and initiative, they foster a culture where employees are empowered to contribute effectively.
Culture
Driven by a strong internal culture aligned with the core beliefs and values, they leverage our collective ethos to guide the company towards its vision and goals.

Key features of the scheme:

• Discretionary
• Large Cap Focussed
• Benchmark: Nifty 50-TRI
• Min Investment: Rs. 50 lakhs
• Investment Horizon: 5+ years
• No Model Portfolio
• Active Portfolio Management
• Core and Satellite portfolio model

Fund’s USP

• They have developed exclusive, in-house software with a unique, automated algorithm.
• Their software dynamically adjusts portfolios to meet current market needs and conditions.
• They utilize proprietary tools to allocate capital based on individual risk profiles.
• They do not rely solely on conventional metrics such as P/E or EBITDA for valuation.

Fee Structure

• Min. Investment- Rs. 50,00,000/- (Rupees Fifty Lakhs)
• Onboarding Fees – Zero
• Management Fees – Zero
• Performance Fees – 15% sharing of the gains (0% threshold), based on High Water Mark Principle
• Other Charges – Details available in Disclosure Document.