True Beacon

Client Aligned Investment Solutions.

SEBI-registered PMS provider (registration INP200007353, valid from 09/03/2022)
SEBI-registered Category III AIF: True Beacon AIF (registration IN/AIF3/19-20/0701, valid from 06/06/2019)
IFSCA AIF registration Category III for the GIFT City offering (IFSCA/FME/II/2023-24/0002)

PMSAIF

Overview

About True Beacon

True Beacon has been built on the foundation of client alignment and a commitment to creating differentiated investment products. The firm's strategies are driven by data and blend both systematic and fundamental decision-making. As custodians of client wealth, the firm maintains a transparent approach and remains focused on preserving and growing capital over the long term. Over the years, this philosophy has earned the trust of marquee ultra-high-net-worth individuals, institutional investors, and family offices.

Investment philosophy

The firm follows a disciplined, data-driven, and risk-aware approach designed to navigate market cycles and protect capital. Process oriented: the focus is on applying a disciplined approach to investing that is tested across market cycles. Risk adjusted approach: every investment decision is taken with an evaluation of risk factors to safeguard capital in the face of market volatility. Data-driven decision making: the firm cuts through the noise of markets by identifying actionable signals that attempt to minimize biases.

PMS strategies7

Sorted by 3-year return. Returns are TWRR, net of fees; CAGR above 1 year.

Strategy

AUM (₹ Cr)

BESPOKE DEBT

Debt — Medium-Long Duration

FLEXICAP FUNDAMENTAL OPPORTUNITIES

AUM₹148

AIF funds1

True Beacon AIF

Registered 2019

Cat III2 in team

Team6

Mohammed Faizan Sait

Fund manager

Portfolio Manager and Principal Officer, PMS

At True Beacon, he leads wealth management for UHNI families, with a focus on investment strategy, portfolio construction, asset allocation, and capital deployment across public and private markets. He works closely with clients to develop bespoke investment solutions aligned with their long-term objectives, while evaluating investment opportunities and managing portfolio positioning. Outside of work, he is a passionate coffee enthusiast and can often be found exploring new cafes.

Nikhil Kamath

Co-founder

Investing in India's markets since age 17, he co-founded Zerodha to revolutionize trading and is the youngest Indian in the Giving Pledge.

Richard Pattle

Co-Founder

From RAF combat helicopter pilot to Master of Household for the Royal Family, he now advises 250 UHNW families at a top private bank.

Lisa Ross

VP - Investor Relations

At True Beacon, Lisa leads business development, client relations, and strategic initiatives. She has been an integral part of the firm for over five years and is a fitness enthusiast who values a healthy lifestyle.

Sneha Bhalla

VP - Investor Relations

Sneha is the Vice President (VP) of Investor Relations at True Beacon, where she spearheads client engagement and communication strategies. She unwinds with a good book and is an avid reader.

Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.

True Beacon

Overview

About True Beacon

Investment philosophy

PMS strategies7

AIF funds1

Team6

Live

Funds

Community

Company