Information only. Not advice, not a marketplace.
42 clients · 10 months · INP000009533
As of Aug_2026
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. | INP000009533 |
| Date of Registration | 2025-07-09 |
| Registered since | 1 yr 2 mo |
| Principal Officer | Mr.HARDIK INDRAMAL JAIN |
| Principal Officer Email | hardikijain@yahoo.com |
| Contact Number | 91-022-40155431 |
| Compliance Officer | Mr.VINAY ARIDAMANSINH ROKADIA |
| Compliance Email | vinayrokadia@yahoo.com |
| Address | Office no 407 , 4th FLOOR, P J Towers,Dalal Street , Mumbai City,MUMBAI,Mumbai,MAHARASHTRA,INDIA,400001 |
| Age | 10 months |
Clients
AUM (cr)
Strategies
Open a strategy, then add up to four to Compare.
Sort by:
Showing 2 of 2 strategies
Age: 10 months · Sparse · 10 mo
Sparse track recordNeeds 12 months
CAGR
-23.45
Max DD
Needs 12 months
Calmar
Needs 12 months
Sharpe
Needs 12 months
Sortino
44.44
Win Ratio
+65Metrics
Trailing return from filed months
- 1Y
- Needs 12 months
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
AUM (cr)
Age: 7 months · Sparse · 7 mo
Sparse track recordNeeds 12 months
CAGR
-0.67
Max DD
Needs 12 months
Calmar
Needs 12 months
Sharpe
Needs 12 months
Sortino
66.67
Win Ratio
+65Metrics
Trailing return from filed months
- 1Y
- Needs 12 months
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
AUM (cr)
WHITE STONE FINANCIAL ADVISORS Private Limited performance FAQ
How we show this firm's returns and risk on Know Your PMS.
- How has WHITE STONE FINANCIAL ADVISORS Private Limited performed?
- WHITE STONE FINANCIAL ADVISORS Private 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 WHITE STONE FINANCIAL ADVISORS Private 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 WHITE STONE FINANCIAL ADVISORS Private Limited strategies are listed?
- 2 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 WHITE STONE FINANCIAL ADVISORS Private 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