WhiteOak PMS (Portfolio Management Services) offers tailored investment solutions for High-Net-Worth Individuals (HNIs) and institutions seeking personalized portfolio management.
With a strong emphasis on research-backed value investing and leveraging its well-known QGLP (Quality, Growth, Longevity, and Price) investment philosophy, WhiteOak Portfolio Management aims to deliver long-term capital appreciation.
Clients benefit from customized portfolios that align with their unique financial goals, risk appetite, and liquidity needs.
Experienced fund managers, supported by robust research teams, actively manage these portfolios, offering expertise and market insights.
Unlike mutual funds, WhiteOak Portfolio Management Services offers direct ownership of securities in a segregated Demat account, providing transparency and control.
WhiteOak PMS - Business Summary
Total AUM
Avg. 1 Year Return
Active Clients
No. of Strategies
Minimum Investment
Experience
Compounded Annual Returns of WhiteOak Portfolio Management Services
1 Year
Nifty 50 - 1 Year
3 Year
Nifty 50 - 3 Year
5 Year
Nifty 50 - 5 Year
WhiteOak PMS Charges or Fees
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
Exit Load 2nd Year
Exit Load 3rd Year
WhiteOak PMS Strategies or Investment Approach
| Strategy | AUM | 1 Year Return |
| Whiteoak India Pioneers Equity Portfolio PMS Strategy | Rs.4471.13 Cr. | 8.92% |
| Whiteoak Digital Leaders PMS Strategy | 91.55 | 11.88% |
| Whiteoak Research Select Equity PMS Strategy | Not Disclosed | NA |
| Whiteoak Business Leaders PMS Strategy | 108.82 | 11.42% |
| Whiteoak India Select Equity PMS Strategy | 85.46 | 18.55% |
Top Fund Managers of WhiteOak Portfolio Management
#1
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Investment Solutions offered by WhiteOak Portfolio Manager
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
Support provided by WhiteOak Portfolio Management
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
WhiteOak PMS Dashboard or Backoffice Platform
Web Platform
WhiteOak Poirtfolio Management Services - Eligibility Criteria
Age
Nationality
Investment
Documents required to Invest in WhiteOak PMS
PMS Agreement
POA
Demat Account
PAN
Address Proof
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WhiteOak Portfolio Manager - SEBI Details
SEBI Reg. No.
Contact Person
Email ID
Telephone No.
Address
Starting Date