Whitespace Alpha PMS Logo

Whitespace Alpha 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, Whitespace Alpha 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, Whitespace Alpha Portfolio Management Services offers direct ownership of securities in a segregated Demat account, providing transparency and control.

Whitespace Alpha PMS - Business Summary

Total AUM

Rs.280 Cr.

Avg. 1 Year Return

23.06%

Active Clients

95

No. of Strategies

2

Minimum Investment

Rs.50 Lakh

Experience

6 Years

Compounded Annual Returns of Whitespace Alpha Portfolio Management Services

1 Year

23.06%

Nifty 50 - 1 Year

9.02%

3 Year

22.58%

Nifty 50 - 3 Year

27.34%

5 Year

NA

Nifty 50 - 5 Year

22.60%

Whitespace Alpha PMS Charges or Fees

Fixed Fees

2% of Fund Value (AMC)

Variable AMC

No AMC

Variable Profit Sharing

20% (if above 10% profit)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Whitespace Alpha PMS Strategies or Investment Approach

Strategy AUM 1 Year Return
Whitespace Alpha Fund 2 Debt Plus Pms Strategy Not Disclosed 31.20%
Whitespace Alpha Debt Plus Pms Strategy Not Disclosed 14.92%

Top Fund Managers of Whitespace Alpha Portfolio Management

#1

Mr. Praveen Dwarakanath

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Investment Solutions offered by Whitespace Alpha Portfolio Manager

Custom Strategy

Allowed

Strategy Switch

Not Allowed

Switch Charges

1.15% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Not Allowed

Early Exit

Allowed

Early Exit Charges

Free

Support provided by Whitespace Alpha Portfolio Management

Call Support

Available

Email Support

Available

Chat Support

Not Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 7 Working days

Whitespace Alpha PMS Dashboard or Backoffice Platform

Web Platform


Whitespace Alpha Poirtfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest in Whitespace Alpha PMS

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

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Whitespace Alpha Portfolio Manager - SEBI Details

SEBI Reg. No.

IN/AIF3/19-20/0729

Contact Person

Fanar Iskif

Telephone No.

9953062663

Address

3rd Floor, Vamsiram Jyothi Celesta, Kavuri Hills, Jubilee Hills, Hyderabad, Telangana, 500033

Starting Date

Sep 11, 2019

Customer ratings and reviews of Whitespace Alpha PMS

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