Getting Started

What to Expect

Tulsian PMS is designed with you in mind and focuses on providing day-to-day professional management of your investments, in line with your pre-defined goals and objectives. Performance is regularly reviewed by a dedicated research team.

When you place your trust in our team you can be sure that you are receiving dedicated, personal and independent advice from a company with over 30 years of experience.

  • A Fee-based, no-nonsense PMS program
  • An integrated monitoring technology
  • A personalized approach
  • Industry leading research
  • A one-to-one access with the portfolio manager
  • A portfolio which will be a mix of value, growth & hidden opportunities.
  • Strong focus on fundamental research and in depth market study.

The core objective of Tulsian PMS is to create long term wealth for every client by offering a product that meets his/her financial needs with minimal risk.

Fees

Key Details for Domestic Clients is as below (details is available in Disclosure Document) -

Min. Investment

Rs. 50,00,000/- (Rupees Fifty Lakhs)

Fees

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.

Signup Process

To ensure a hassle-free onboarding, we have an entirely automated onboarding procedure.

Step 1: Read the disclosure document

Step 2: Register on the website and complete the onboarding form

Step 3: Kotak Mahindra Bank’s personnel will contact for account opening

Step 4: Our Account Opening Kit is couriered to you

Step 5: Once the Kit is duly executed, a pick-up is arranged for the Kit

Step 6: On receiving the documents, account is expected to get activated in 3-7 working days. Once Demat account is opened at Kotak end, your PMS account is ready to accept your investment funds.

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