True Beacon Investment Advisors LLP

True Beacon Investment Advisors LLP

AUM (Cr.)

637.73

No. of Clients

304

No. of Investment Approach

1

As On

30 November 2024

True Beacon simplify wealth management by providing bespoke investment solutions for UHNIs’ to help them prioritise their businesses, family, and philanthropic activities. They deliver active wealth management solutions and deeply understand client requirements through legacy and long-term planning, global deal flow, venture building opportunities, alongside core investments. Their existing client base has 600 plus global entities, including enterprises, HUF’s, CXO’s, NRI’s, and some of the most influential families in the world. Combined with their robust International Private Banking experience, their team of experts offer highly personalised solutions to their clients.

PMS Investment Approach(s) Returns
Investment Approach Category 1 Yr 2 Yr 3 Yr 5 Yr Inception Date
EqFactorQuant
LARGE & MID CAP 28.15% 29.59% NA NA Aug 2022

* Returns are as on  30th November 2024, * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1


Portfolio Manager Profile

Mr. Saurabh Dhole

Mr. Saurabh Dhole

Principal Officer & Fund Manager

At True Beacon, Saurabh is involved in the entire life cycle of the long-only portfolio. His responsibilities include scanning, evaluation, monitoring to complete exit of investments in this book.

Saurabh has close to ten years of experience spanning across equity and credit markets. He has previously worked with organisations such as Trivantage Capital and ICRA, one of India’s leading credit rating agencies (subsidiary of Moody’s). At ICRA, he was involved in the credit assessment of financial sector companies across Banking, NBFCs (Non-Banking Finance Companies), HFCs (Housing Finance Companies), Insurance Companies, Brokerages etc. During his stint at ICRA, he conducted research on the Indian financial sector and co-authored more than fifteen publications. 

Saurabh holds degrees in engineering from NITK, Surathkal and business administration degree from NMIMS, Mumbai.

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AMC Registered Address

The Marquis, 3rd Floor,No. 19, Vittal Mallya Road,BANGALORE,,KARNATAKA,INDIA,560001
SEBI Reg No : INP200007353

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We have taken and continue to take utmost care and caution in compilation of current and historical data (such as performance of Portfolio Managers, investment approaches followed and/or AUM of Portfolio Managers etc.,). We also take due care in analysis (such as making comparisons etc.,) of the data. The information and data provided by PMS bazaar on its website (including any of its publications/e-mails/newsletters) have been obtained and culled out of whatever is available on public domain/provided by the Portfolio Managers either on their own or at the request of PMS Bazaar and we do not in any way guarantee the accuracy [(in general and as well as with respect to regulatory compliance(s)], reliability, completeness, current-ness and/or timeliness of any content, information, data, analysis, software, text, graphics, links or communications provided on or through the use of the Website and we assume no liability and cannot be held responsible for any errors or omissions in such information, data (including regulatory non-compliances, if any) and/or analysis of such information and data nor for the results obtained by any user of the website (including any publications/e-mails/newsletters of PMS Bazaar) from the use of such content, information, data, analysis, software, text, graphics, links or communications provided on the Website or for any monetary or other damage suffered by you on account of such usage.

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