Trilithon Partners LLP

Key Attributes

Inception Date: 25 June 2026

Number of Stocks: 13 stocks

Portfolio Manager’s Name: Abhishek Banerjee, Prachi Ajay Deuskar, Ajai Achuthan

Portfolio Manager’s Qualification:

1. Abhishek Banerjee - MBA Finance, BE Comp. Sc., Chartered Alternative Investment Analyst, NISM-Certified (Series-XXI-B: Portfolio Managers Certification Examination).

2. Prachi Ajay Deuskar - MBA IIM-B, CA 1st Rank, PhD NYU Stern.

3. Ajai Achuthan - Chartered Accountant, LLB, CPA.

Portfolio Manager's Experience:

1. Abhishek Banerjee - Abhishek has over 25 years of experience in fund management. He is a Computer Science Engineer, MBA in Finance from Duke University and a Chartered Alternative Investment Analyst. He was a former fund manager managing 8B USD in a 200B sovereign fund. He started his career at NN Partners (acquired by Goldman Sachs) and worked for Franklin Templeton and Sovereign Fund.

2. Prachi Ajay Deuskar - Prachi has over 20 years of research experience in finance. She is a former finance at the Indian school of Business, India. She is a Chartered Accountant ranked 1st in India, a gold-medalist MBA from IIM Bangalore and has a PhD from NYUStern. Her research on market frictions, investor behaviour, and trading strategies has been published in the top global academic journals.

3. Ajai Achuthan - Ajai has over 20 years of diverse experience in investment banking, regulatory practice and financial management. He is a Chartered Accountant, LLB and CPA. He has helped structure fund raising and advised on takeover bids for Indian corporates. He was one of the youngest partners at Bharucha & Partners where he set up their securities law practice. He has advised on fund setups and implemented transparent structures to protect investor interests. As a CFO, he managed multimillion- dollar budgets, streamlined processes, and developed business operations for improved efficiency

Investment Objective

Trilithon Flexicap PMS aims to generate long-term wealth creation above passive benchmark funds and active mutual funds, through a focused, actively managed equity portfolio spanning large-cap, mid-cap and small-cap opportunities. The strategy is designed to give HNI investors the flexibility to participate in compelling opportunities across market segments, while maintaining a disciplined focus on fundamentals, valuations and long-term wealth creation.

Investment Strategy

Trilithon Flexicap PMS tactically allocates across dominant sectors, bonds and commodities to outperform broader markets, following a flexible, research-driven approach to capital allocation that moves across market capitalisations and sectors as the opportunity set evolves. The strategy combines top-down macroeconomic assessment with bottom-up fundamental stock selection, directing capital towards businesses offering an attractive balance of growth, quality and valuation. Rather than being constrained by market-capitalisation categories, the portfolio seeks to identify the most compelling risk-reward opportunities available across the equity market.

Investment Philosophy

Trilithon Flexicap PMS is built on the core belief that upstream, non-balance-sheet indicators — such as where global institutional conviction is concentrating — provide early insight into future value. This is combined with fundamental quality filters (ROE, ROA, and ROCE above cost of capital) to separate genuine opportunity from noise, ensuring capital is deployed toward businesses with both forward-looking signal strength and demonstrated financial quality.

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

imageBook a call with our PMS AIF Specialists

Do Not Simply Invest, Make Informed Decisions

Subscribe To Our Newsletter

By PMS AIF WORLD • Over 30,000 Subscribers

Stay informed about our exclusive analysis, reports, webinars and valuable insights.

This will close in 0 seconds

This will close in 0 seconds