White Oak PMS or Portfolio Management – Returns, Charges, Support & more

White Oak PMS has been one of the top Portfolio Management Services across the country.

While the firm is comparatively new in this field, with around 11 years of experience, it gained enough exposure in these few years.

Mr Prashant Khemka, in the year 2017, incorporated this investment management firm with the notion of offering performance-centric investment solutions to clients.

As of 30^th September 2023, the firm had Rs. 13,048.32 crores of assets under management (AUM).

In this article, you will read about the services the firm offers, its charges and other fees if any, benefits of availing White Oak Portfolio Management Services, returns it offered over the past few years, fund managers and a lot more.

Why Invest in White Oak PMS?

As an investor, you must be asking why you should choose White Oak Portfolio Management Services, isn’t it? The reasons are here –

• White Oak is a global investment firm with a presence across different countries such as Singapore, UK and India.
• The firm has strong investment values that ensure they offer great returns to the investors/ clients.
• Performance-centric as well as client-centric
• Multiple portfolio management strategies to suit the needs of different investors
• Future-centric strategies such as ESG or digital stock strategies
• The minimum investment requirement is at par with the market and offers 22.64% of the average 1-year return, which is quite significant.

The White Oak PMS Returns are quite lucrative, especially when compared with the benchmark index.

While Nifty 50 offered 10.74% as a 1-year return, that of White Oak PMS’s 22.64% for the same period.

Similarly, the three-year return of the firm has been 23.74%, while that of the broad market index has been 10.15%.

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Coming to the White Oak PMS Commission, the PMS firm charges a fixed fee of 2.5% on the fund’s value as annual maintenance charges. Then, there are variable charges at 1.5% of the fund value.

There is another variable charge, which only applies if the PMS can generate profit above 10% for the client.

Then, a fee of 20% will be deducted from the profit. White Oak has no exit charges, even not for exiting within a year.

Best Strategies by White Oak Portfolio Management Services

Check out various strategies or Investment approaches provided by White Oak Portfolio Managers.

Coming to the White Oak Portfolio Managers Strategy, there are four of them.

White Oak India Pioneers Equity Portfolio

This strategy is for long-term investment planning targeting capital appreciation. The benchmark index that this strategy tracks is the S&P BSE 500 TRI.

This is one of the oldest strategies of the firm, which it started offering in 2018, right after incorporation.

It is a multi-cap strategy offering a CAGR of 25.66% since inception, while its benchmark index has given 17.9% during the same duration.

The 3-year CAGR stands at 16.37%, while that of the benchmark index is only 18.4%.

White Oak Business Leaders

The next strategy is known as the Business Leaders Strategy, which is a long-term strategy with a bottom-up approach.

The benchmark index followed here is the S&P BSE 500 TRI, like the previous one.

The returns generated by the fund are around 12% since inception, while its 2-year returns stand at 28.8%, more than that of the benchmark index.

White Oak India Pioneers Equity ESG Portfolio

This strategy is a balanced investment strategy for the long-term, primarily investing in large and mid-cap stocks which are ESG compliant.

Again, this bottom-up strategy tracks S&P BSE 500 TRI as the benchmark index. This portfolio’s returns have been around 7.7% since inception, which is lower than its benchmark index return.

White Oak Digital Leaders Portfolio

This is a new investment strategy that White Oak has come up with. The funds under this strategy are invested in companies which are emerging as the leaders in the digital space.

This is a new portfolio, and thus, returns of this strategy are still undisclosed.

Now you know about the strategies that you can avail at White Oak. However, who makes these strategies, or invest your funds in the right strategy and take care of your investments?

Fund Managers, isn’t it? So, let’s see the top White Oak Fund Managers –

Dipojjal Saha

Dipojjal Sala has been associated with White Oak as a Portfolio Strategies. He has over ten years of experience in quant research, macros, and sell-side institutional research.

Before joining White Oak, he was associated with UBS as an equity strategist. On the academic front, he is an MBA and has extensive experience with R and Python.

White Oak Portfolio Managers SWOT Analysis

Here is the detailed SWOT Analysis on White Oak Portfolio Management.

Strength

• Multiple investment strategies
• International Exposure
• New-age technology
• Reasonable and transparent charges
• Benchmark-beating returns

Weakness

• Comparatively new in the industry with less experience
• NRI Investments are not allowed
• Variable profit sharing

Opportunities

• Growing disposable income of the people
• Improving the financial literacy rate
• Booming economy

Threat

• Penetration in the semi-rural or rural levels is a distant dream
• Competition is too high, especially from the veteran PMS firms
• Not yet prevalent among investors

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The top White Oak Portfolio Management Features include –

• Customized strategies – Every investor is different, their goals and profile are different. Thus, it is essential to customize strategies to churn out the best returns.
• Strategy switch – At White Oak, you can switch from one strategy to another as per your changing investment goals and needs. However, there is a charge of 1.15% of the fund value for switching between strategies.
• NRI investments – White Oak, a multinational company with multiple offices worldwide, offers NRI investments as well.
• It has both discretionary and non-discretionary services
• You can exit your investments early for no charges or fines.

White Oak Portfolio Management Services includes email, call, and chat support as the essential support facilities.

On top of that, there is also dedicated RM support, where you can directly interact with the fund manager and know about your investments or discuss the same.

The management at White Oak takes only 5 working days to solve any of your issues.

The White Oak PMS Dashboard has all the features you would need to make your investment journey memorable.

The dashboard has all the resources and features, which include tracking your investments, comparing the returns with the benchmark, and monitoring the investments around the clock if you want.

Using the dashboard, you can directly communicate with the fund manager or customer care.

White Oak PMS Login

The White Oak PMS Login process is simple. All you need to do is to visit the ‘client login’ page on the White Oak website, and there, you can see the tab where you need to enter the login credentials.

Now for the login credentials, you need to open an account with White Oak PMS, and they will send you the credentials upon successfully opening the account.

It would be best if you used the same credentials to log in to the dashboard, and then you can invest and track anytime and from anywhere.

How to Invest in White Oak PMS?

So, if you are ready to invest in White Oak Portfolio Management and you want to open an account, here are the criteria you need to fulfil –

• You need to be at least 18 years old
• Either you have to be a resident Indian or NRI
• The minimum investment requirement is 50 lakhs.

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White Oak PMS – Conclusion

When investing with the experts, you can leave your tension, which is what White Oak PMS does.

It offers you the best PMS services so that not only can your funds grow, but you can also grow and have a financially secure future without any worrying.

FAQs on White Oak Portfolio Managers

Check out all FAQs on White Oak Portfolio Management Services.

Which is the Best Strategy for White Oak PMS?

According to the returns, the White Oak Pioneers Equity Portfolio is the best strategy with the highest returns among all the other strategies.

What is the Minimum Investment in White Oak PMS?

You need to invest at least Rs. 50 lakhs with White Oak for their PMS services.

What is the Return of White Oak PMS?

The average return offered by White Oak is around 22.64% for a year. However, the returns are subject to market volatility and depend on your chosen strategy.

Is White Oak Portfolio Management good?

Yes, the management at White Oak is prudent enough to take care of your investments.

The members of the management are not just good with numbers but also at understanding the requirements of the investors.

What is the fixed commission of White Oak PMS?

The fixed commission at White Oak PMS is currently around 2.5%, which is levied on the fund value.

Is a Demat account mandatory for White Oak Portfolio Managers?

Yes, a Demat account is mandatory for availing the PMS services of White Oak, as there will also be direct equity investments.

What are the Exit Charges of White Oak Portfolio Management?

The exit charges at White Oak are nil. The firm does not charge any exit load even if you exit the investments within a year.

Who are the current fund managers of White Oak PMS?

Dipojjal Saha has been managing most of the funds at White Oak. He has an MBA and is well-versed in the sell-side institutional research, macro, and others.

What is the AUM of White Oak Portfolio Management Service?

The current AUM of White Oak stands at Rs. 13949.9 crores, spread across the different PMS strategies and other investment options.

Do White Oak Portfolio Managers Charge Variable Commissions?

Yes, there are two variable charges. One is 1.5%, which is the annual maintenance charges, and then there is profit sharing, which is only done when there is a profit margin over 10%.