What is the minimum investment?

The minimum investment for Trilithon PMS is ₹50 lakh per investor. The minimum commitment for the Category III AIF is ₹1 crore per investor.

Where are the securities held?

PMS securities are held in your own demat account. A Category III AIF is a pooled vehicle, so you hold units of the scheme rather than the underlying stocks directly.

Book a call with investor relations or write to investor.relations@trilithon.in. The team confirms eligibility, shares the scheme documents, and walks through KYC.

Back to home. Onboarding.

How to invest with Trilithon

Q: Which documents should I read before investing?

For PMS, read the Disclosure Document. For the Category III AIF, read the Private Placement Memorandum and the Contribution Agreement. Complete KYC before any money is committed.

Trilithon offers two SEBI-registered ways to invest. Portfolio Management Services start at ₹50 lakh and hold securities in your demat account. The Category III AIF, Hidden Gems, is a closed-ended pooled scheme with a minimum commitment of ₹1 crore.

The path is the same in outline: confirm that you are an eligible investor, read the scheme documents, complete KYC, and only then commit capital. Nothing on this page is an offer to invest.

Page URL: https://www.trilithon.in/how-to-invest

Seamless Investment Process

Four stages take you from the first conversation to reporting. The order does not change if you choose PMS or the Category III AIF. The documents and the minimum do.

Registration & KYC

Complete your SEBI AIF registration process and KYC to start investing in India. Trilithon checks that you are an eligible investor and collects the identity, address, and bank details needed to open the account. SEBI AIF registration process. AIF investment India.

Investment Selection

Choose from Category III AIF strategies or high-growth AIFs that suit your goals. You can also choose a PMS strategy if you want a separate portfolio. The minimum commitment for the Category III AIF is ₹1 crore. The minimum investment for PMS is ₹50 lakh. Category III AIF strategies. high-growth AIFs.

Portfolio Allocation

Allocate your funds across diversified equity baskets and alternative investment portfolios. In PMS, the securities are held in your own demat account. In the Category III AIF, you hold units of the pooled scheme. diversified equity baskets India. alternative investment portfolio.

Ongoing Monitoring

Keep track of your investments with AIF NAV updates and SEBI compliant reporting. PMS clients receive portfolio reports. AIF investors should read the scheme updates together with the Private Placement Memorandum. AIF NAV updates. SEBI compliant reporting.

Before you commit

For PMS, read the Disclosure Document of Trilithon Partners LLP (SEBI Reg. No. INP000009898). For the Category III AIF, read the Private Placement Memorandum and the Contribution Agreement of Trilithon (SEBI Reg. No. IN/AIF3/25-26/1808). Registration with SEBI does not guarantee performance.

Category III AIFs are taxed at the fund level. PMS gains are taxed in your hands. Ask your tax adviser which treatment applies before you choose. If you want to compare the two structures first, read the AIF versus PMS guide, then speak with investor relations. Before you send money, verify the SEBI registration of the PMS or AIF yourself. Book a call.

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.

Useful

Disclaimer. How to invest. Verify SEBI registration. Category III AIF. PMS Guide. Grievance Redressal. Investor Charter. SEBI Compliance. Accessibility Statement.

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.

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.