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Speak with our investor relations team in Hyderabad about Portfolio Management Services (PMS), our Category III AIF, or US equity investing from India via LRS. Free, confidential, and no obligation to invest.
Page URL: https://www.trilithon.in/book-an-appointment
The discovery call is a conversation with Trilithon's investor relations team. Use it to decide whether portfolio management services in India, the Category III AIF or the US Equity strategy fits the way you want to hold capital.
Portfolio Management Services (PMS). Minimum investment ₹50 lakh. Securities are held in your own demat account. Trilithon Partners LLP is a SEBI registered PMS in Hyderabad (SEBI Reg. No. INP000009898). Read the Disclosure Document before committing.
Hidden Gems, Category III AIF. Minimum commitment ₹1 crore. A pooled scheme where you hold units. Hidden Gems AIF is an AIF for HNI investors. The Private Placement Memorandum and Contribution Agreement govern the terms.
US Equity strategy. Minimum investment ₹5 lakh. A concentrated portfolio of about 20 US stocks, implemented through Interactive Brokers under the RBI Liberalised Remittance Scheme (LRS).
The call does not replace those documents. Use it to ask which product you are eligible for, what the next step is, and which risks to read before you decide. SEBI registration does not guarantee performance.
Choose a date: today or one of the next three days.
Choose a slot: 9am–12pm, 12pm–3pm, or 3pm–6pm (IST).
Share your name, phone number and email so the team can confirm the call.
If none of the slots suit you, email investor.relations@trilithon.in.
View PMS strategies. Explore the Category III AIF. US Equity strategy. How to invest. Contact us.
Select Date. Today or one of the next three days. Select Time Slot. 9am - 12pm, 12pm - 3pm, 3pm - 6pm. Full Name. Phone Number. Email Address. Request discovery call.
Choose a date and time slot to continue.
Free and confidential. The team will confirm your slot by phone or email.
Trilithon's US Equity strategy is for Indian investors who want disciplined exposure to US stocks through the RBI's Liberalised Remittance Scheme (LRS). You can ask about it on the same discovery call. It is LRS investing for people who want to invest in US stocks from India.
Minimum investment. ₹5 lakh.
Approach. A sector-weighted, AI-driven momentum strategy. Raw prices are denoised with a trained deep neural network to move them toward fundamentals, then momentum is calculated on the cleaned prices and adjusted for market beta.
Portfolio. About 20 holdings, rebalanced as needed. Expected to be relatively low turnover, but high risk because holdings are highly concentrated.
Implementation. Through Interactive Brokers under LRS. You open an account and invest via LRS. Under LRS, a resident individual can remit up to US $250,000 per financial year; verify the current limit before remitting.
Fees. Option A: 2% fixed fee. Option B: 0% fixed fee plus 20% of total return above the high water mark.
Tax. Taxed at applicable rates. TCS may apply to LRS remittances and foreign assets must be reported in Schedule FA. Consult a tax adviser.
For methodology, performance disclosures and LRS, TCS and estate-tax questions, see the US Equity page or the Interactive Brokers onboarding guide. International investments via LRS carry additional currency, regulatory and remittance-limit risk. Past performance is not indicative of future returns.
Last reviewed: 21 October 2026
Is the discovery call free?
Yes. The call is free and confidential, and there is no obligation to invest.
What are the available time slots?
You can book today or any of the next three days, in one of three slots: 9am–12pm, 12pm–3pm, or 3pm–6pm.
What should I have in mind before the call?
Know roughly how much capital you are considering. PMS starts at ₹50 lakh and the Category III AIF at ₹1 crore. Read the PMS Disclosure Document and the AIF Private Placement Memorandum, and note your questions about eligibility, next steps and risks.
Can I write instead of booking a slot?
Yes. If none of the slots suit you, email investor.relations@trilithon.in.
What is the difference between PMS and the Category III AIF?
With PMS, securities sit in your own demat account and the minimum is ₹50 lakh. The Category III AIF, Hidden Gems, is a pooled scheme where you hold units, with a minimum commitment of ₹1 crore.
Can I invest in US stocks through Trilithon?
Yes. The Trilithon US Equity strategy is a concentrated portfolio of about 20 US stocks for Indian investors, implemented through Interactive Brokers under the RBI Liberalised Remittance Scheme (LRS). The minimum investment is ₹5 lakh.
What are the fees for the Trilithon US Equity strategy?
Option A is a 2% fixed fee. Option B is a 0% fixed fee plus 20% of total return above the high water mark.
Disclaimer: Investments in securities markets are subject to market risks. Past performance is not indicative of future results. Please read all scheme and disclosure documents carefully before investing. PMS: Trilithon Partners LLP (SEBI Reg. No. INP000009898) is registered under SEBI (Portfolio Managers) Regulations, 2020 with a minimum investment requirement of ₹50 lakh. Category III AIF: Trilithon (SEBI Reg. No. IN/AIF3/25-26/1808) is registered under SEBI (Alternative Investment Funds) Regulations, 2012 with a minimum commitment of ₹1 crore per investor. Category III AIFs are taxed at the fund level. This website is for informational purposes only and does not constitute an offer, solicitation, or investment advice. SEBI has not verified the accuracy or adequacy of the contents of this website. Terms and Conditions and Privacy Policy of the website are applicable. To lodge a complaint on Smart ODR Portal, visit https://smartodr.in/login. SEBI Master Circular for Portfolio Managers.
TRILITHON
Trilithon is a SEBI-registered investment manager offering a Category III Alternative Investment Fund and Portfolio Management Services for high-net-worth investors across India. Headquartered in Hyderabad, Telangana.
SEBI Registered · Category III AIF & PMS
AIF. SEBI Registration Number: IN/AIF3/25-26/1808
Disclaimer. How to invest. Category III AIF. PMS Guide. Grievance Redressal. Investor Charter. SEBI Compliance. Accessibility Statement.
Privacy Policy. Terms & Conditions. AIF vs PMS. US Equity. IB Onboarding. Blogs. FAQs.
PMS. Grievance Redressal. Terms & Conditions. Investor Charter. PMS in India. PMS Guide. FAQs. SEBI Compliance. Disclosure Document. Accredited Investor Framework. Fees. SEBI Master Circular. FAQ on Adoption of Standardized, Validated and Exclusive UPI IDs for Payment. IAAP – Grievance Redressal & Nodal Officer details.
SEBI Reg. No: INP000009898. LLPIN: ACM- 5983. UPI handle: trilithon.sbi@validsbi.
Contact. AIF. Cabin #3, 4th Floor, 1A & 1B Jyothi Imperial, Janardana Hills, Lumbini Avenue, Gachibowli, Hyderabad, Telangana, India - 500032.
PMS. Office 10, 4th Floor, Jyothi Imperial, Gachibowli, Hyderabad – 500 032, Telangana, India.
Distributor Details. Name of Distributor : Lotusdew Securities Private Limited. Enrollment Date : 06/05/2026. APRN Code : APRN08995.
investor.relations@trilithon.in. www.trilithon.in. © 2026 Trilithon. All rights reserved.
Important Disclaimer: Investment in Alternative Investment Funds and Portfolio Management Services involves substantial risk of loss, including the possible loss of the entire principal invested. Category III AIFs do not have pass-through tax status. Past performance, if any, is not indicative of future results. Nothing on this page constitutes investment advice, an offer to sell, or a solicitation to buy any securities. Prospective investors must read all scheme-related documents carefully before investing.