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Whitespace Alpha 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 Whitespace Alpha Portfolio Management services prioritize client-centric solutions, leveraging deep market insights, robust risk management, and innovative strategies to deliver consistent results.

Whitespace Alpha PMS - Snapshot

Total AUM

Rs.13362.44 Cr.

1 Year Return

26.06%

Minimum Investment

Rs.50 Lakh

Experience

5 Years

Active Clients

7,098

Whitespace Alpha Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

4.52 / 5

Fees

4.30 / 5

Experience

4.50 / 5

Support

4.35 / 5

Facilities

4.39 / 5

Overall Rating

4.41 / 5

Star Rating


Overview of Whitespace Alpha Portfolio Management Services

Organization Type

Private

Head Office

Hyderabad, Telangana

Founder

Puneet Sharma

Founded In (year)

2019

No. of Active Clients

7,098

Minimum Investment

Rs.50 Lakh

Investment Strategies

3

Whitespace Alpha PMS Returns or Performance

1 Year

26.06%

Nifty 50 - 1 Year

17.34%

3 Year

16.95%

Nifty 50 - 3 Year

13.57%

5 Year

NA

Nifty 50 - 5 Year

20.77%

Whitespace Alpha PMS Charges or Cost

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 Investment Strategies

Strategy Name Equity Plus Debt Plus Multi Asset Fund
Start Date 01-Oct-19 01-Aug-20 01-Jul-24
Category Cat Iii – Long Short Aif – Cat Iii – Debt Aif – Cat Iii – Long Short
Benchmark S&P BSE 500 S&P BSE 500 S&P BSE 500
AUM (Rs.) Not Disclosed Not Disclosed Not Disclosed
No. of Stocks Not Disclosed Not Disclosed Not Disclosed
1 Yr. Return 36.87% 15.24% NA
3 Yr. Return 20.93% 12.96% NA
5 Yr. Return NA NA NA
Fund Manager Mr. Praveen Dwarakanath Mr. Praveen Dwarakanath Not Disclosed

Top Portfolio Managers of Whitespace Alpha Portfolio Management Services

#1

Mr. Praveen Dwarakanath

Whitespace Alpha Portfolio Manager - Customer Support

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 Portfolio Management - Investment Facilities

Custom Strategy

Provided

Strategy Switch

Not Provided

Switch Charges

1.15% of Fund Value

NRI Investment

Provided

Discretionary

Provided

Non-Discretionary

Not Provided

Early Exit

Provided

Early Exit Charges

Free

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Whitespace Alpha PMS - 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

Whitespace Alpha Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Whitespace Alpha Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Whitespace Alpha PMS Backoffice or Dashboard Link

Web Platform

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