
About us
Our fundamental belief is that capital deserves a custodian
who invests with intellectual rigour, integrity, and alignment.
True Beacon, has been built on the foundation of client alignment and a commitment to creating differentiated investment products. Our strategies are driven by data and blend both systematic and fundamental decision-making. As custodians of client wealth, we maintain a transparent approach and remain 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. We remain steadfast in our commitment to stand with them - navigating complexity, protecting capital, and unlocking long-term value across market cycles.

We are on a mission to deliver superior, risk-adjusted investment outcomes through deep research, technology-led innovation, and unwavering alignment with our clients’ long-term financial goals.
Our vision is to become India’s premier asset management firm by being the most trusted partner in holistic wealth creation for individuals and institutions.
Our Team

Yash Bhate
COO
Yash oversees the firm’s day-to-day business and focuses on driving its overall growth. Previously, he worked at Point72 Asset Management and studied at UC Berkeley. Outside of work, he enjoys bookstores, coffee, and has a keen interest in programming.

Faizan Sait
Head - Private Clients
At True Beacon, he heads investor relations and wealth management for UHNI families, managing client advisory and capital raising activities. He focuses on building long-term client relationships and delivering tailored wealth solutions. He is also a passionate coffee enthusiast and you will often spot him exploring new cafes.

Saurabh Dhole
Principal Officer, PMS
At True Beacon, he manages the life cycle of the long-only portfolio, which involves scanning, evaluation, monitoring, to complete exit of investments. Outside of work, he’s a movie buff and a passionate runner.

Sankar Krishnan
Portfolio Manager
Sankar leads quantitative strategies at True Beacon and manages the long-only portfolio. He brings 12+ years of investment experience from firms like Motilal Oswal AMC, Alpha Alternatives, MSCI, and Indxx. He loves staying active by playing badminton.

Vivek Kedia
Portfolio Manager
With over 21 years of experience in Indian equity markets, he specializes in options trading, proprietary fund management, and building high-performing trading desks, having led teams and advised FIIs and institutional clients at leading domestic brokerage houses.

Swarnava Ghosh
Senior Software Engineer
Swarnava leads the technology team at the firm, with over 5 years of experience building software. He holds a Master’s degree in Computer Science and has a strong passion for optimizing and building systems that scale. Outside of work, he enjoys travelling, street photography, and grooving to occasional rock concerts.

Savithri Sreeram
Head of Compliance and Operations
At True Beacon, she oversees PMS, AIF, and GIFT City with a focus on regulatory governance. With over 2 decades of experience in strategy and compliance, she also enjoys traveling and exploring new cultures.

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.
Meet Our Partners

Nikhil Kamath
Co-Founder

Richard Pattle
Co-Founder

Abhijeet Pai
Co-Founder
Meet Our Partners

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.

Abhijeet Pai
Co-Founder
Rooted in Puzzolana’s legacy, he champions PE & VC, co-founding Gruhas in 2021 to bring tech-led innovation to construction and real estate.
Always scouting for brilliant minds.
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