- SEBI reg.
- INP200007353
- Services
- Discretionary, Advisory
- Reported
- 30 Sep 2026
True Beacon Investment Advisors
₹702 Cr
Assets under management
432 clients · 7 strategies · 30 Sep 2026
True Beacon Investment Advisors managed ₹702 crore for 432 clients at 30 Sep 2026, across 7 strategies. In September clients added ₹20.78 crore and withdrew ₹32.69 crore.
Key numbers
- SEBI registration
- INP200007353
- Discretionary AUM
- ₹642 Cr
- Advisory assets
- ₹60.71 Cr
- Min. investment
- ₹50 lakh (SEBI)
- Complaints pending
- 0
Strategies
| Strategy | Asset class | AUM | 1 year | Benchmark 1Y |
|---|---|---|---|---|
| Flexicap Fundamental Opportunities | Equity | ₹148 Cr | +16.79% | −2.33% |
| Bespoke Equity | Equity | ₹124 Cr | +10.04% | −2.33% |
| Bespoke Cash | Debt | ₹118 Cr | +6.35% | +0.08% |
| Equity Factor Quant | Equity | ₹115 Cr | −6.35% | −2.33% |
| Bespoke Debt | Debt | ₹109 Cr | +14.89% | +0.08% |
| Select Equity Strategy | Equity | ₹21.44 Cr | +0.01% | −7.09% |
| Select Debt Strategy | Debt | ₹6.32 Cr | +5.31% | +3.81% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Who it manages money for
| Client type | Service | Clients | AUM |
|---|---|---|---|
| Domestic individuals and others | Discretionary | 362 | ₹343 Cr |
| Domestic corporates | Discretionary | 48 | ₹282 Cr |
| Domestic corporates | Advisory | 2 | ₹60.71 Cr |
| Non-resident Indians | Discretionary | 20 | ₹16.96 Cr |
For the advisory service, AUM is the assets it advises on.
Flows
- Inflow, Sep 2026
- ₹20.78 Cr
- Outflow, Sep 2026
- ₹32.69 Cr
- Net, Sep 2026
- −₹11.91 Cr
- Inflow, FY to date
- ₹83.40 Cr
- Outflow, FY to date
- ₹147 Cr
- Net, FY to date
- −₹64.04 Cr
Discretionary service. The financial year runs from 1 April.
Complaints
- Pending at start of month
- 0
- Received
- 0
- Resolved
- 0
- Pending at end of month
- 0
FAQs
How much does True Beacon Investment Advisors manage?
₹702 crore for 432 clients at 30 Sep 2026, as reported to SEBI.
How many clients does True Beacon Investment Advisors have?
432 clients at 30 Sep 2026, mainly domestic individuals and others, domestic corporates, non-resident indians.
Which PMS strategies does True Beacon Investment Advisors offer?
It reported 7 to SEBI for 30 Sep 2026: Flexicap Fundamental Opportunities, Bespoke Equity, Bespoke Cash, Equity Factor Quant, Bespoke Debt, Select Equity Strategy, Select Debt Strategy.
Is True Beacon Investment Advisors registered with SEBI?
Yes. It is registered with SEBI as a portfolio manager, registration number INP200007353.
Has True Beacon Investment Advisors had investor complaints?
In September it received 0 and resolved 0; 0 were pending at the end of the month.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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