Tulsian PMS

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Tulsian PMS

Tulsian PMS is a modern digital portfolio management service rooted in the traditional ideology of long-term wealth creation.
They are backed by the Tulsian group, which has over 35 years of experience. The firm aims to maintain its reputation as one of the most ethical, transparent, and dependable PMS providers in the market.
Specializing in equity investments, Tulsian PMS practices the discretionary investing method with no model portfolio. They engage in active portfolio management, requiring a minimum investment of Rs. 50 lakh and a recommended investment horizon of 5 years to achieve significant wealth growth.

Fund Snapshot

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

1 Yr 65.03%
2 Yr 37.45%
3 Yr 36.45%
5 Yr 36.40%

*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

FAQ:

What distinguishes Tulsian PMS from other portfolio management services?

Tulsian PMS stands out by using special software that adjusts investments quickly to match market changes.

How does Tulsian PMS prioritize independence in investment management?

Tulsian PMS ensures its managers make decisions based on their research, not influenced by companies.

What is Tulsian PMS's minimum investment requirement?

Tulsian PMS requires a minimum investment of Rs. 50 lakhs, emphasizing long-term wealth creation over a recommended horizon of 5 years.

What benchmark does Tulsian PMS use for its equity investments?

Tulsian PMS benchmarks its equity investments against the Nifty 50 Total Return Index (TRI), reflecting performance inclusive of dividends.

How does Tulsian PMS foster transparency with its clients?

Tulsian PMS regularly updates clients on how their investments are performing and their strategies.

Meet the Investment Team

Mr. Abhinandan Tulsian – Founder and CEO

With a strong academic foundation, including a bachelor’s degree from VJTI, Mumbai, and a Master’s degree in mechanical engineering from Carnegie Mellon University, USA, along with additional certifications in CFA, FRM, and CAIA, he brings over 12 years of expertise in market experience.
His focus on compliance, research, and investment management is meticulous. He has also pioneered the development of proprietary software for Tulsian PMS, featuring a unique, automated algorithm designed to dynamically adjust portfolios according to market demands.

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.

Fee Structure

Performance
The scheme has been in its current form since April 1st, 2020. Here are the returns since that date–
Scheme Name: TULSIANPMS (Strategy: Equity, Benchmark: Nifty 50 TRI)
The returns converted to an annualized format is as below –
FY 2023-24* FY 2022-23* FY 2021-22* FY 2020-21*
PMS Return 72.68% 1.30% 46.82% 97.33%
Nifty 50 TRI 30.09% 0.60% 20.26% 72.52%
Nifty 50 -0.60% 18.88% 70.86%
Returns data till 31st
Returns data till 31st Mar 2024 Last 6 months (absolute) Last 1 year (absolute) Last 2 years (CAGR) Last 3 years (CAGR) Last 4 years (CAGR)
PMS Return 29.29% 72.68% 32.28% 36.94% 50.04%
Nifty 50 TRI 14.09% 30.08% 14.38% 16.31% 28.36%
*The Nifty 50 Index serves as the benchmark for FY21, FY22, and FY23. According to the SEBI Circular dated December 16, 2022, all Equity Indices will be Total Return Indices (TRI) starting from April 1st, 2023. Returns for both Nifty 50 and Nifty 50 TRI are provided before April 1st, 2023, for comparison purposes.
 *All returns mentioned above are net of PMS fees, indicating they are after deducting fees. Please note that past performance does not guarantee future results.
Product - AMC Category AUM (in Cr.) Performance 1M 3M 6M 1Y 2Y 3Y 5Y 10Y SI

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Disclaimer: Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. We do not guarantee any returns in the hand of investors not we take any sort of accountability for the performance of the scheme. The above-mentioned data is collected from the respected Fund house please verify the same at SEBI website.