About Us

We, at Pelican Investments are serving in the field of Stock Broking and Portfolio Management, Financial Planning, Goal Based Planning, Retirement Planning and entire Wealth Management Solutions for almost more than two decades. In this journey we have been able to gain the confidence of more than 1500 clients and we are thankful to all our clients for giving us this opportunity to serve them.

We, at Pelican, believe in upgrading with the change in the scenario in the market and accordingly from last few years, we have also started to provide Mutual Fund Advisory Services and we are proud to inform you that in this field also our clients have been blessed with satisfactory returns on investments advised by our team.

Director's Profile

Mr. Aashwiin Shah - Director
Active in Stock Broking since 24 years and Mutual Fund distribution since 10 years. Being a Commerce Graduate completed my Diploma in Business Management from Pune. He is the member of the Association of Mutual Fund in India [AMFI]. Currently associated with Way2wealth Brokers Private Ltd. [for Equity Broking], he is the distributor for all major Mutual Fund Houses in India.
Successful relationships are based on trust and accurate financial guidance using various technical and fundamental tools has helped me to expand my business across the globe and regular interaction with clients has helped to understand their financial requirements.

Company Profile

Started a Stock Broking firm by the name of Pelican Investments, in 1992.
Was a sub broker of Shri Manojkumar Shah on the floor of Pune Stock Exchange and associated with Shri Jaydeep Mehta of Techno Shares and Stocks Limited for Equity Broking on National Stock Exchange and Bombay Stock Exchange.
Focus Area: Equity Broking, Mutual Fund Distribution, Financial Planning and Wealth Management Solutions.

Vision & Mission

To educate clients on their investments and understand their financial needs and risk appetite to meet their future financial goals by identifying the right mix and various investment options and provide personalized services with fullest of integrity and authenticity.

Clients

With More than 1500 investors, we at Pelican Investments, cater various types of investors belonging to different professions. Our clients are mainly from Corporate Sectors, Business faternity, Medical Professionals, Engineers, Architects, Lawyers and Solicitors and We provide valueable advice and support to our esteemed clients on Equity Trading Mutual Funds, Tax, Saving, ELSS funds, IPO NFO of various companies, Capital Gain Bonds, Goal Based Planning and Retirement Planning. By this we help our clients for systematic planning of thier investments and wealth creation.