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.
Tulsian PMS
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Fund Snapshot
About Fund Manager
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.
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.
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.
Why AIF&PMS Experts?
Over 350 investors
have invested in
our process
Over ₹500 crores
have been invested using
our process
Trusted by
investors across
10 countries
Over 15,000 investors
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