A description of our services offered in India for products like Security Trustee, Debenture Trustee, Securitisation Trustee, AIF Trustee, Escrow Trustee Services

1. BEACON TRUSTEESHIP
COMPANYPROFILE
YOURBEACONOFTRUST

2. MrAroraisahighlyqualifiedindividualwithseveraldegreeslikeM.Com from Delhi
University,CAIIB,DiplomainLabourLaws,CompanySecretary,LLBandanInsolvency
Professional.HejoinedaNaonailsedbanktostartwithandthenjoinedIFCIasCompany
SecretarylatertoHeadIFCIVentureCapital,Execu veDirectoratIFCI.HereredasMD
atTFCIandcurrentlyservesasanIndependentDirectoronseveralcompanyboards.He
hasexperseinproject,creditappraisal,monitoring,nego angtermsandlegalaspects,
recovery&legalprocess,sale&purchase&assignmentofNPAs,insolvencylawsand
relrelatedprocedure.
(IndependentDirector)SATPALARORA
Withover33yearsinfinancialsector,hehasheldkeyposionsinPublic&Private
sectors.StarnghiscareerwithHPGovt.,helaterjoinedDenaBank.Hewasamongstthe
firstsetofemployeesjoiningCARERangsin1993.WithCARE,hisprofilewitnessed
phenomenalgrowthandCAREemergedasoneoftheleadingrangagenciesinthe
country.HereredasMD&CEOofCARERangsinAugust2016.HeisIndependent
DirectoronBoardsofvariouscompaniesofrepute.
(IndependentDirector)DESHRAJDOGRA
Withoverthreedecadesofrichexperienceintheareaoffinancialmanagement
includingextensivebackgroundinstrategicplanning,resourcemobilizaonfrom
domescandinternaonalmarketsetc.,Mr.HariDasKhuntetaiswellversedwith
Development & Financing ofPower projects in Generaon,Transmission &
Distribu onbothinPublic&Privatesector.
(MentorandAdvisor)HARIDASKHUNTETA
Mr.SurinderSinghKohli,aBachelorinMechanicalEngineeringfrom BanarasHindu
UniversityandaDiplomaholderinIndustrialFinancefrom IndianInstuteofBankers
(CAIIB)has30+yearssntintheFinancialServicesIndustryandhasheldcrucial
posionsinIndia'smarqueeestablishments.
(MentorandAdvisor)SURINDERSINGHKOHLI
ADVISORYCOUNCIL
eaconhasbeenformedbyagroupofex-bankersandprofessionalshavingdomain
knowledgeandvastexperienceintheTrusteeshipbusiness.B

3. Inacareerspanning35years,Mr.SashKalanihasworkedwithreputedcompanieslikeDawnMills,
ElphinstoneMills,RelianceIndustries,AmbalalSarabhaiEnterprisesandTataChemicals.Hislastsnt
waswithTataChemicalsasVP-Taxaonwherehedevelopedimpeccableknowledgeincorporate
taxaon.HehasremainedatrusteeinmanytrustsofTataChemicals& isalsoatrusteeinKeshav
Shrush .Theteambenefitsfromhisadvisory.
(IndependentDirector)SATISHKALANI
MrAroraisahighlyqualifiedindividualwithseveraldegreeslikeM.Com from DelhiUniversity,CAIIB,
Diploma in LabourLaws,CompanySecretary,LLB and an InsolvencyProfessional.He joined a
NaonailsedbanktostartwithandthenjoinedIFCIasCompanySecretarylatertoHeadIFCIVenture
Capital,Execu veDirectoratIFCI.Here redasMD atTFCIandcurrentlyservesasanIndependent
Directoron severalcompanyboards.He has experse in project,creditappraisal,monitoring,
nego angtermsandlegalaspects,recovery&legalprocess,sale&purchase&assignmentofNPAs,
insolvencylawsandrelatedprocedure.
(IndependentDirector)SATPALARORA
Withover35yearsofbankingexperienceindiverseareassuchasCorporateBanking,ProjectAppraisal
andInfrastructurefunding,InvestmentBankingincludingadvisoryroleonvariousM&Aassignments,
StructuredProducts,DebtSyndicaon,NPAManagement,TrusteeshipandCustodialServices.MrAshok
Motwaniiswellversedwiththetrusteeshipbusiness;havingworkedasMDandCEOofIDBITrusteeship
ServicesLtd.for4yearsduringwhich methecompanyemergedasoneofthelargesttrusteeship
companiesinthecountry.Hisrichexperienceincludes39monthsasMD & CEO ofStockHolding
CorporaonofIndiaLimited(SHCIL),oneofthelargestcustodiansinthecountry.HeholdsaMasters
degdegreeinBusinessAdministraonandisarespectedfigureintheindustryandbytheregulatorybodies.
(Execu veDirector)ASHOKMOTWANI
AqualifiedCharteredAccountant,Mr.VihalNawandharhasoveradecadeofexperienceinthefinancial
marketincluding8yearsofcoreTrusteeshipbusiness.HeisoneoftheFoundersofBeaconTrusteeship
asalsoitsCEO.Hecomeswithcross-funconalexperienceinbusinessdevelopment,compliance,
operaons,accounts,audingandtaxaonindiversifiedindustries.Hehasarichexperiencebyworking
withfirmslikeNSDL,AxisTrusteeandIDBITrusteeship.HislastsntwaswithGDATrusteeshipwhere
hewastheBusinessHeadforMumbaiandhisresponsibiliesincludedmanagingtheoverallbusiness
developmentandestablishingthecompany'snameinthemarket.
(ChiefExecu veOfficer)VITTHALNAWANDHAR
WithovertwodecadeslongsntintheFinancialServicessector,Mr.PratapsinghNathanihasmapped
theen refinancialmarket’slandscapeduringhissuccessfulsntbeginningfrom AppleFinance
distribu ngretailbonds/NCDs& FDs,toindividualsraisingdebtforGovernmentInstu onsvia
Non-SLRbondsandsellingthem toProvidentFundsatCentrum &Darashaw.Laterhewasgiventhe
mandatetosetuptheLoanSyndicaonfranchiseforJM MorganStanley.PosttheJM-MSsplit,hewas
involvedinmarqueetransaconsinLeveragedFinanceforanAutoancillary&alargetelecom tower
companyM&AFinanceatJM Financial.AthislastsntwithINGVysyaBankhesuccessfullysetupa
DeDebtCapitalMarketsdesk.
(Chairman&ManagingDirector)PRATAPSINGHNATHANI
BOARDOFDIRECTORS

4. A qualified Chartered Accountant,Mr.Navin Chouksey hasan experience ofover5 yearsin
SecurisaonandAlternaveInvestmentTrustservices.PriortojoiningBeacon,hehasworkedwith
VistraITCLIndiaLimited (previouslyknown asIL&FSTrustcompanyLimited)wherehehandled
SecurisaonporoliosofbothDirectAssignment&PTCtransacons.Heisalsowell-versedwithTax&
Accoun ngandmanagesma erspertainingtotaxaonforourtransacons.
(AssistantVicePresident)NAVINCHOUKSEY
Ms.IshaInamdar’smarke ngskills,abilitytoanalyseandpassionforknowledgeareafewmajorbenefits
alongwiththefringebenefitsofherinnovaveapproachandfamiliarityofthemarket.Shehasan
experienceofworkingwithestablishmentslikeJustDial,LoanXpressandColoanyP2P;whereinshe
handled projectsfrom set-up asa responsibility.Herstrength isherabilityto understand the
requirementsoftheorganisaonandit’sclientsanddevise,executeandop mizestrategiestoachieve
them.
(AssistantVicePresident)ISHAINAMDAR
Withanexperienceofalmost15yearsintheBanking&Financesector,Ms.VeenaNau yalhasbeen
associatedwithHDFCBank,DohaBank,FirstSourceSolu ons,iLoanzandLoanSingh,amongstothers.
Sheisastrongpro-acveleader,providingcoaching,trainingandmentoringtobuildcohesivematrix
managedteamsworkingtogethertoachieveindividualtargetsandtheorganisaon’sobjecves.She
holdsasixsigmagreenbeltandisalsoaISOLeadAuditorfromBureauVeritas.
(AssistantVicePresident)VEENANAUTIYAL
Ms.AnkitaLadhaisexperiencedinlegaldra ingofDebentureTrustee,SecurityTrustee,Alternave
InvestmentFunds,Escrows,etc.ShehasbeenlookingatROCrequirementforallgroupcompaniesofand
including BeaconTrusteeship Limited.Working closelyon the compliance aspectsofAlternave
InvestmentFundincludingapplicaonofFunddocumentswithSEBIandpostcomplianceswithvarious
Authories.SheiscurrentlyaCompanySecretaryofBeaconTrusteeshipLimited.
(CompanySecretary&ComplianceOfficer)ANKITALADHA
AqualifiedCharteredAccountant,Mr.VihalNawandharhasoveradecadeofexperienceinthefinancial
marketincluding8yearsofcoreTrusteeshipbusiness.Mr.NawandharisoneoftheFoundersofBeacon
TrusteeshipasalsoitsCEO.Hecomeswithcross-funconalexperienceinbusinessdevelopment,
compliance,operaons,accounts,audingandtaxaonindiversifiedindustries.Hehasarichexperience
byworkingwithfirmslikeNSDL,AxisTrusteeandIDBITrusteeship.HislastsntwaswithGDA
TrusteeshipwherehewastheBusinessHeadforMumbaiandhisresponsibiliesincludedmanagingthe
overallbusinessdevelopmentandestablishingthecompany'snameinthemarket.
(ChiefExecu veOfficer)VITTHALNAWANDHAR
MANAGEMENTTEAM

5. SERVICESOFFERED

6. SafeKeepingAgent
RealEstateInvestmentTrusts(REIT)
InfrastructureInvestmentTrusts(InvIT)
PublicDepositTrustee
FamilyOffice
PropertyManagement
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OTHERSERVICES
Vettingoftransactiondocuments&structuringescrowmechanism
Opening,Operating&Monitoringofescrowbank/demataccount&monitoring
movable:receivables/sharesorimmovable:landtitledocuments
MaintenanceofDebtServiceReserveAccount(DSRA)
Servicingofinterest/principal/contractor/statutorypayment
Monitoringsecuritycoverratio/milestones&othercovenantsunderescrowMonitoringsecuritycoverratio/milestones&othercovenantsunderescrow
arrangementincludingvaluationoflistedsharesandissuingTopup/Topdown
noticesetc.
Assistanceinenforcementofsecurityincaseofdefault
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ESCROW&MONITORING
AGENCYSERVICES
Holdingthepledgedshares(indemat/physicalmode)assecurity
ActasMonitoringAgentforvaluationofsharesandcalculatingAssetCoverage
Ratio
Monitoringsecuritycoverratio/othercovenantsincludingsharevaluationoflisted
shareandissuingTopup/Topdownnoticesetc
InvocationofsharesincaseofdefaultalongwithsellingoflistedsharesintheInvocationofsharesincaseofdefaultalongwithsellingoflistedsharesinthe
openmarketaspertheinstructionoflender
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SHAREPLEDGE
TRUSTEE
Vettingoftrustdeedandanyotherrelateddocuments
Opening,operatingTrustbankalongwithTrust’sdemataccounts
Administertheschemesandthetrustindependentlyinconsultationwiththe
ExecutiveCommittee/RemunerationCommittee
MaintenanceofDataforgrantofoptions
Completeserviceinoptionexercisebytheemployees(includingcashlessCompleteserviceinoptionexercisebytheemployees(includingcashless
exercise)
Prepareandmaintainbooksofaccounts,auditandfilingincometaxreturns
Furnishreports/accountstotheTrust
Transferofsharestotheemployees
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ESOPAND
EMPLOYEEWELFARE
TRUSTS
SERVICESOFFERED

7. DOCUMENT
STORAGE
PROCESS
CERTIFICATION
LEGAL
COUNSEL
PROCESS
CERTIFICATION
OURROBUSTTIE-UPS
OUREDGE
Guidance&assistance
withotherregulatory
bodies
Adviceondiligenceand
transactionstructure
Ensuringregulatory
compliances
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Valueadditionbeyond
conventional
trusteeshiptill
successfulculmination
ofeachtransaction
Experiencedmanpower
&specializationin
complexstructured
transactionsrequiring
coordinationamongst
variousparticipantsin
timelymanner

8. 022-26558759www.beacontrustee.co.in contact@beacontrustee.co.in
BEACONTRUSTEESHIPLIMITED.
BengaluruBranch
AWFIS,7thFloor,
HM VibhaTowers,
Chikku,LakshmaiahLayout,
Adugodi,NearForumMall,
Bengaluru,Karnataka-560029
Registered&CorporateOffice
4C&D,SiddhivinayakChambers,
GandhiNagar,
OppMIGCricketClub
BandraEast,Mumbai-400051
RepresentaveOfficeswith
LocalAuthorisedSignatories
•Delhi
•Jaipur
•Ahmedabad
••Chennai
•Pune