Tulsian PMS

About

Tulsian PMS was founded in the year 2017, located in mumbai. The investor today has many financial needs, the primary amongst which is long-term wealth creation. Unfortunately, a lot of investors either lack the time & energy or lack the expertise & discipline to manage their investments. At, Tulsian PMS Pvt. Ltd., we seek to bridge this gap by offering customized Portfolio Management Services (PMS) to clients. The idea is to offer clients a product that meets their need for successful long-term wealth creation without too much risk. We are offering discretionary PMS that would help the clients to meet their specialized portfolio management needs.

And this is what Tulsian PMS excels at. Enriched with Mr SP Tulsian’s 34 years of experience, based out of the financial capital of India, Mumbai, we specialize in delivering genuinely independent & highly personalized service. Our clients are private individuals and the cornerstone of our business is our commitment of providing best in class research & fund management.

Mr Tulsian and his team are well known and respected in the investing fraternity of India. He was the founder editor of the investment tabloid – Premium Investments, which used to be published once a week. With the advent of the digital era, the same was converted into a daily updated, online format with paid subscribers. Thus the knowledge bank of the team is incomparable, combined with the characteristic of low-risk and steady returns.

Tulsian PMS started its operations in January 2018 and boarded hundreds of clients at the onset itself. At Tulsian PMS we are always aware about the one truth – the money we invest is not ours; our job is to only act as wealth protectors and growers. We believe that diversification & quality stock selection will help build a superior portfolio.

We are not restricted by any ‘investment style’ and every investment decision is based on fundamental analysis. We take an active approach to portfolio management with emphasis on research and intelligent management of risk, which we believe is a fundamental aspect of portfolio design.

Key staff

Mr. Abhinandan Tulsian, founder and CEO, has over 7 years’ experience in the Capital Markets in various roles from Research to Compliance to Technology at SPT Investment Advisory Services Private Limited and is now leading the team at Tulsian PMS. Previously he has worked at Microlution Inc. in Chicago, USA as a Research Engineer and has multiple publications and a patent in his name. Abhinandan also has a strong academic background which includes Bachelors (from VJTI, Mumbai) and Masters degree (Carnegie Mellon University, USA) in Mechanical Engineering. He also holds CFA, FRM, and CAIA degrees.

Ms. Ruma Dubey, research, comes with 25 years of experience in equity and macroeconomic research, having worked as an Associate Editor in SPT Investment Advisory Services and Premium Investments. She has pioneered in analyzing investment needs of clients and evaluating macroeconomic data to evaluate the road ahead, enabling informed decision making. Ruma has done M.Com. and B.Com. from R.A. Podar College, University of Mumbai.

Investment philosophy

Unbiased Quality Research

We do our own research and do not rely on third party research or reports. This allows us to be independent and unbiased, providing high quality research.

No Model Portfolio

(Unique Allocation as per Client’s Risk Profile) Unlike many portfolio management services we do not follow a model portfolio approach. In a model portfolio, the same stocks are purchased for every client, irrespective of their goals & risk profile. We recognize that the needs of each client are unique and use a proprietary algorithm to identify the risk profile of every client. Using the risk profile, we use our in house tools for capital allocation into different options available

VIVU based Stock Selection

VIVU stands for “Value Investing Value Unlocking”. We believe in buying stocks which are trading at a discount to their inherent value. We also actively look for companies which are waiting for specific events to unfold to unlock value for their investors.

ePMS for smooth experience

We are perhaps India’s first ePMS. Clients are provided with their individual logins where they can view their entire portfolio, specify any stocks which they cannot (or would not like to) invest in, monitor TDS certificates, fund manager communication and all other statutory compliance documents.

Active Portfolio Management

Markets can behave irrationally in the short term. Hence, an active approach to portfolio management allows one to benefit from the short term cycles of the market.

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