WhiteOak PMS or Portfolio Management – Performance, Cost, Support & more
WhiteOak PMS (Portfolio Management Services) is a premier investment solution designed to cater to the diverse financial goals of investors.
Known for its expertise in equity investments, this PMS house offers a range of strategies tailored to maximize returns through research-driven portfolio management.
The WhiteOak Portfolio Management services prioritize client-centric solutions, leveraging deep market insights, robust risk management, and innovative strategies to deliver consistent results.
WhiteOak PMS - Snapshot
Total AUM
1 Year Return
Minimum Investment
Experience
Active Clients
WhiteOak Portfolio Management Review & Ratings by Franchisebyte
Portfolio Performance
Fees
Experience
Support
Facilities
Overall Rating
Star Rating
Overview of WhiteOak Portfolio Management Services
Organization Type
Head Office
Founder
Founded In (year)
No. of Active Clients
Minimum Investment
Investment Strategies
WhiteOak PMS Returns or Performance
1 Year
Nifty 50 - 1 Year
3 Year
Nifty 50 - 3 Year
5 Year
Nifty 50 - 5 Year
WhiteOak PMS Charges or Cost
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
Exit Load 2nd Year
Exit Load 3rd Year
WhiteOak PMS Investment Strategies
| Strategy Name | India Pioneers Equity Portfolio | Digital Leaders | Research Select Equity | Business Leaders PMS |
| Start Date | 09-Apr-19 | 05-Jan-22 | 21-May-24 | 22-Jan-21 |
| Category | Flexicap | Thematic | Flexi Cap | Flexi Cap |
| Benchmark | S&P BSE 500 | S&P BSE 500 | S&P BSE 500 | S&P BSE 500 |
| AUM (Rs.) | Rs.5342 Cr. | Rs.114 Cr. | Not Disclosed | Rs.218 Cr. |
| No. of Stocks | 71 | Not Disclosed | Not Disclosed | Not Disclosed |
| 1 Yr. Return | 31.96% | 32.69% | NA | 30.74% |
| 3 Yr. Return | 10.76% | NA | NA | 10.15% |
| 5 Yr. Return | 19.64% | NA | NA | NA |
| Fund Manager | Mr. Dipojjal Saha | Not Disclosed | Not Disclosed | Not Disclosed |
Top Portfolio Managers of WhiteOak Portfolio Management Services
#1
WhiteOak Portfolio Manager - Customer Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
WhiteOak Portfolio Management - Investment Facilities
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
Check out Business Opportunities with Similar Brands
WhiteOak PMS - SEBI Details
SEBI Reg. No.
Contact Person
Email ID
Telephone No.
Address
Starting Date
WhiteOak Portfolio Management Services - Eligibility Criteria
Age
Nationality
Investment
WhiteOak Portfolio Management - Documents Required
PMS Agreement
POA
Demat Account
PAN
Address Proof
WhiteOak PMS Backoffice or Dashboard Link
Web Platform
