True Beacon Investment Advisors LLP

True Beacon Investment Advisors LLP

AUM (Cr.)

87.22

No. of Clients

15

No. of Strategy

1

As On

31 December 2022

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 Strategies Returns
Strategy Name Category 1 Yr 2 Yr 3 Yr 5 Yr Inception Date
True Beacon - EqFactorQuant
LARGE & MID CAP NA NA NA NA 18 Aug, 2022

* All performance above are as on 31st Dec 2022 * Above 1 year returns are in CAGR  

Portfolio Manager Profile

Mr Rohit Beri

Mr Rohit Beri

Chief Investment Officer

AMC Registered Address

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

AMC Investor Login Link

Click here

AMC Website Link

Click here

AMC Social Media

Disclaimer & Risk Factors:

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.

All information present on the Website of PMS bazaar (including any publications/e-mails/newsletters of PMS Bazaar) is to help investors in their decision-making process and shall not be considered as a recommendation or solicitation of an investment or investment strategy/approach/funds. The names of the portfolios/ strategies/approach/funds do not, in any manner, indicate their prospects or returns. There is no assurance or guarantee that the objective of portfolios/ strategies/approach/funds will be achieved. Past performance is not necessarily a guide to future performance and no way guarantee the future performance. Investment in securities markets is subject to market risks, Investors are responsible for their investment decisions and are responsible to validate all the information used to make the investment decision.All the information provided herein including Performance is not verified by SEBI nor has SEBI certified the accuracy or adequacy of the same.