True Beacon Investment Advisors LLP
AUM (Cr.)
643.00
No. of Clients
297
No. of Investment Approach
1
As On
31 October 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 | 46.51% | 31.16% | NA | NA | 29.42% |
* Returns are as on 31st October 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
Principal Officer & Fund Manager
Videos
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Articles
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News
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AMC Registered Address
The Marquis, 3rd Floor,No. 19, Vittal Mallya Road,BANGALORE,,KARNATAKA,INDIA,560001
SEBI Reg No : INP200007353
AMC Investor Login Link
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AMC Website Link
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