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.


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

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.

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.

Number of complaints during the previous month
At the beginning of the month
Received during the month
Resolved during the month
Pending at the end of the month
Reasons for Pendency
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