True Beacon PMS stands as a beacon of excellence in the financial landscape, offering discerning investors personalized and proficient investment solutions.

With a rich legacy of trust and expertise, True Beacon Portfolio Management provides a diverse range of services tailored to individual preferences and financial goals.

In this article, you will get a detailed review of its PMS performance, charges, strategies, support & more.

Total AUM Rs.305.69 Cr.
Avg. 1 Year Return 14.46%
Active Clients 119
No. of Strategies 1
Minimum Investment Rs.50 Lakh
Experience 5 Years

True Beacon PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Bengaluru, Karnataka

Founder

Richard Pattle

Founded In (year)

2019

True Beacon Portfolio Management Service Performance or Returns

1 Year Return

14.46%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

NA

Nifty 50 - 3 Year Return

20.15%

5 Year Return

NA

Nifty 50 - 5 Year Return

11.52%

True Beacon PMS Commission, Charges or Fees

Fixed Fees

2.00% of Fund Value

Variable AMC

1% of Fund Value

Variable Profit Sharing

5% (if above 10% profit)

Exit Load 1st Year

1.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Best Strategies by True Beacon Portfolio Management Services

Check out various strategies or Investment approaches provided by True Beacon Portfolio Managers.

Strategy Name EqFactorQuant
Start Date 18-Aug-22
Category Large & Mid Cap
Benchmark S&P BSE 500
AUM (Rs.) Not Disclosed
No. of Stocks 48
1 Yr. Return 61.37%
3 Yr. Return NA
5 Yr. Return NA
Fund Manager Mr. Saurabh Dhole

Top Fund Managers of True Beacon PMS

#1

Mr. Rohit Beri

#2

NA

#3

NA

#4

NA

#5

NA

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Investment Facilities provided by True Beacon Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Not Allowed

Switch Charges

1.1% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Not Allowed

Early Exit

Allowed

Early Exit Charges

1% within 1st Year

True Beacon Portfolio Management Support

Call Support

Available

Email Support

Available

Chat Support

Not Available

Dedicated RM Support

Available

Fund Manager Intereraction

Available

Issue Resolving TAT

Max 7 Working days

True Beacon PMS Dashboard Link

Web Platform


True Beacon PMS Review or Ratings by Finec.in

Overall Rating

7.13 / 10

Portfolio Performance

7.09 / 10

Support

7.27 / 10

Facilities

7.02 / 10

Charges

6.95 / 10

Experience

7.31 / 10

True Beacon Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP200007353

Contact Person

Tanvi Sheth

Email ID

prashant@truebeacon.com

Telephone No.

9958871615

Address

The Marquis, 3rd Floor, No. 19, Vittal Mallya Road, BANGALORE, KARNATAKA, 560001

Starting Date

Mar 09, 2022

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True Beacon PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with True Beacon Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of True Beacon PMS

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