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Tulsian PMS (Portfolio Management Services) offers tailored investment solutions for High-Net-Worth Individuals (HNIs) and institutions seeking personalized portfolio management.

With a strong emphasis on research-backed value investing and leveraging its well-known QGLP (Quality, Growth, Longevity, and Price) investment philosophy, Tulsian Portfolio Management aims to deliver long-term capital appreciation.

Clients benefit from customized portfolios that align with their unique financial goals, risk appetite, and liquidity needs.

Experienced fund managers, supported by robust research teams, actively manage these portfolios, offering expertise and market insights.

Unlike mutual funds, Tulsian Portfolio Management Services offers direct ownership of securities in a segregated Demat account, providing transparency and control.

Tulsian PMS - Business Summary

Total AUM

Rs.315.87 Cr.

Avg. 1 Year Return

5.73%

Active Clients

340

No. of Strategies

1

Minimum Investment

Rs.50 Lakh

Experience

34 Years

Compounded Annual Returns of Tulsian Portfolio Management Services

1 Year

5.73%

Nifty 50 - 1 Year

9.02%

3 Year

17.36%

Nifty 50 - 3 Year

27.34%

5 Year

34.54%

Nifty 50 - 5 Year

22.60%

Tulsian PMS Charges or Fees

Fixed Fees

No Variable Fees

Variable AMC

No Variable Fees

Variable Profit Sharing

15% (if above 0% profit)

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%


Tulsian PMS Strategies or Investment Approach

Strategy AUM 1 Year Return
Tulsian Rapid Portfolio PMS Strategy Not Disclosed 5.73%

Top Fund Managers of Tulsian Portfolio Management

#1

Mr. Abhinandan Tulsian

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Investment Solutions offered by Tulsian Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Allowed

Switch Charges

1.4% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

3% within 1st Year

Support provided by Tulsian Portfolio Management

Call Support

Available

Email Support

Available

Chat Support

Available

Dedicated RM Support

Available

Fund Manager Intereraction

Available

Issue Resolving TAT

Max 3 Working days

Tulsian PMS Dashboard or Backoffice Platform

Web Platform


Tulsian Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest in Tulsian PMS

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

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Tulsian Portfolio Manager - SEBI Details

SEBI Reg. No.

INP000005838

Contact Person

VINOD AMERIA

Email ID

abhinandan@tulsianpms.com

Telephone No.

022 2351 1144

Address

6/40, TARDEO AC MARKET, TARDEO, MUMBAI, MAHARASHTRA, 400034

Starting Date

Sep 26, 2017

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