Information only. Not advice, not a marketplace.
2218 clients · 61 months · INP000007766
CAGR is Not reported below 12 filed months. Age is months with 1M returns, not calendar age. Missing AUM is unfiled in SEBI Table B, not a site bug.
| About the PMS | Details |
|---|---|
| Registration No. | INP000007766 |
| Date of Registration | 2023-01-13 |
| Registered since | 3 yr 8 mo |
| Principal Officer | Mr.Parag Dineshbhai Jariwala |
| Principal Officer Email | parag.jariwala@whiteoakinvestors.com |
| Contact Number | 91-022-62301155 |
| Compliance Officer | Mr.Prannav Shah |
| Compliance Email | prannav.shah@whiteoakinvestors.com |
| Address | Unit No. B4, 6th Floor, Cnergy,Appasaheb Marathe Marg, Prabhadevi,MUMBAI, MAHARASHTRA,INDIA,400025 |
| Age | 61 months |
Strategies
Open a strategy, then add up to four to Compare.
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Showing 17 of 17 strategies
Trailing return from filed months
- 1Y
- 13.04%
- 3Y
- 15.33%
- 5Y
- 11.07%
Trailing return from filed months
- 1Y
- 4.27%
- 3Y
- 10.60%
- 5Y
- 8.23%
Trailing return from filed months
- 1Y
- 3.74%
- 3Y
- 10.31%
- 5Y
- 7.27%
Trailing return from filed months
- 1Y
- 3.46%
- 3Y
- 11.61%
- 5Y
- 8.50%
Trailing return from filed months
- 1Y
- 5.03%
- 3Y
- 5.64%
- 5Y
- Not reported
Trailing return from filed months
- 1Y
- 10.51%
- 3Y
- 12.76%
- 5Y
- 8.99%
Trailing return from filed months
- 1Y
- 7.55%
- 3Y
- 13.37%
- 5Y
- Needs 60 months
Trailing return from filed months
- 1Y
- 7.46%
- 3Y
- 10.24%
- 5Y
- Needs 60 months
Trailing return from filed months
- 1Y
- 12.47%
- 3Y
- 12.33%
- 5Y
- Needs 60 months
Trailing return from filed months
- 1Y
- 5.15%
- 3Y
- 10.81%
- 5Y
- Needs 60 months
Trailing return from filed months
- 1Y
- 9.65%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
WhiteOak Capital Bharat@100 Portfolio
Dormant · no recent filingsAge: 29 months
Trailing return from filed months
- 1Y
- 0.00%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
WhiteOak Capital Emerging Leaders Portfolio
Dormant · no recent filingsAge: 29 months
Trailing return from filed months
- 1Y
- 0.00%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
WhiteOak Capital Family-Owned Family Managed Portfolio (FOFM)
Dormant · no recent filingsAge: 29 months
Trailing return from filed months
- 1Y
- 0.00%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
Trailing return from filed months
- 1Y
- 2.86%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
WhiteOak Capital Select Stocks Portfolio
Dormant · no recent filingsAge: 29 months
Trailing return from filed months
- 1Y
- 0.00%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
Needs 12 months
0.00
Needs 12 months
Needs 12 months
Needs 12 months
0.00
Trailing return from filed months
- 1Y
- Needs 12 months
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
WHITEOAK CAPITAL ASSET MANAGEMENT Limited performance FAQ
How we show this firm's returns and risk on Know Your PMS.
- How has WHITEOAK CAPITAL ASSET MANAGEMENT Limited performed?
- WHITEOAK CAPITAL ASSET MANAGEMENT Limited PMS performance on Know Your PMS is shown as standardized strategy scorecards from SEBI month-end TWRR filings — CAGR, max drawdown, and risk-adjusted metrics when enough months are reported (latest filing month Aug_2026). Learn more
- Where do WHITEOAK CAPITAL ASSET MANAGEMENT Limited returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings for listed strategies. We do not invent zeros for unfiled months. Learn more
- How many WHITEOAK CAPITAL ASSET MANAGEMENT Limited strategies are listed?
- 17 strategies are currently listed. Open each strategy scorecard for CAGR, drawdown, and track-record detail. Learn more
- How do I re-underwrite a held or pitched WHITEOAK CAPITAL ASSET MANAGEMENT Limited PMS?
- Open a strategy scorecard and read as-of plus track length first. CAGR needs at least 12 filed months. Add 2–4 strategies to Compare on the same as-of, then export an advisor pack. Know Your PMS is research-only. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Learn more