Whitespace Alpha PMS, a popular portfolio management service provider, offers exciting returns and charges.

If you are looking for a reliable PMS company, check out the strategies of Whitespace Alpha Portfolio Management.

With the help of the company services, you can grow your investment without exposing yourself to market risks.

Whitespace Alpha provides two distinct strategies to suit the customers’ needs and stability with its safe investment choices.

Keep reading to discover the company’s charges, strategies, support, and other PMS performance details.

Total AUM Rs.13362.44 Cr.
Avg. 1 Year Return 23.06%
Active Clients 7098
No. of Strategies 2
Minimum Investment Rs.50 Lakh
Experience 5 Years

Whitespace Alpha PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Hyderabad, Telangana

Founder

Puneet Sharma

Founded In (year)

2019

Why Invest in Whitespace Alpha PMS?

Whitespace Alpha Portfolio Management Services has seen quick growth since its beginning. Founded in 2019, this private PMS company already has 7098 active clients.

The primary investment objective of the company is to follow strategies that can generate high returns.

As a result of these strategies, it offers returns over the Nifty 50 benchmark, an achievement in the financial industry.

Here are the reasons people choose Whitespace Alpha over other PMS providers.

  • The company’s average one-year Return is 23.06%, well above many other PMS providers.
  • They offer two investment strategies, and both of them perform smoothly under the management of an experienced fund manager.
  • Whitespace Alpha takes the customers’ risk-management worries quite seriously. They make responsible investment choices to safeguard your investment against market turbulence.
  • Customers don’t pay yearly AMC charges. The switch charges are only 1.15% of the Fund Value.
  • Investors receive support whenever they need it. The company also resolves any customer issues within just seven days.

Whitespace Alpha Portfolio Management Service Performance or Returns

1 Year Return

23.06%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

22.58%

Nifty 50 - 3 Year Return

20.15%

5 Year Return

#VALUE!

Nifty 50 - 5 Year Return

11.52%

The Whitespace Alpha PMS Returns are the number one factor behind the company’s popularity among investors.

They have shown that they are a reliable company that you can trust with your money. The company provides stable returns even if the market is going through some turbulence.

The 1-year returns of Whitespace Alpha PMS are 23.06%, higher than many other well-known companies.

For instance, the 1 Year Return of the Nifty 50 is only 10.74%. The 3-year Returns of the company is also marginally higher than what Nifty 50 offers.

The 3-year Return of Whitespace Alpha PMS is 22.58%, but the Nifty 50 offers 20.15%. However, regarding the 5-year Returns, the company provides only 7.95%, lower than the 11.52% of Nifty 50.

Whitespace Alpha PMS Commission, Charges or Fees

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 Commission is reasonable and has helped the company grow substantially in just a few years by attracting investors.

Let’s see the types of charges or fees an investor pays. All customers pay a Fixed Fee of 2% of the Fund Value (AMC) to the company to receive its services.

There are no variable AMC charges, which is a customer-friendly policy. The Variable Profit Sharing amount is 20% when a customer makes more than 10% profit.

There is no exit load payment when you invest with Whitespace Alpha. All these charges are mostly industry standards.


Best Strategies by Whitespace Alpha Portfolio Management Services

Check out various strategies or Investment approaches provided by Whitespace Alpha Portfolio Managers.

Strategy Name Equity Plus Debt Plus
Start Date 01-Oct-19 01-Aug-20
Category Cat Iii – Long Short Aif – Cat Iii – Debt
Benchmark S&P BSE 500 S&P BSE 500
AUM (Rs.) Not Disclosed Not Disclosed
No. of Stocks Not Disclosed Not Disclosed
1 Yr. Return 31.20% 14.92%
3 Yr. Return 33.77% NA
5 Yr. Return NA NA
Fund Manager Mr. Praveen Dwarakanath Mr. Praveen Dwarakanath

The Whitespace Alpha Portfolio Managers Strategy is formulated in a manner that helps maximize returns for the investors. These are the two strategies the firm employs.

Equity Plus

Equity Plus is a Category III strategy that uses the S&P BSE 500 as its benchmark. Mr. Praveen Dwarakanath runs this strategy.

The company management does not disclose the asset under management (AUM) amount and the number of stocks of this strategy.

However, the company has released the returns customers receive from it. The 1 Year Return is 31.20%, and the 3 Year Return is 33.77%. The 5 Year Return number has yet to be released.

Debt Plus

Mr. Praveen Dwarakanath also runs the Debt Plus strategy. It is an AIF Category III Debt strategy that uses the benchmark S&P BSE 500.

Like the Equity Plus strategy, the asset under management (AUM) amount and the number of stocks of Debt Plus are not disclosed.

The 1-year Return is 14.92%. The 3-year Return and 5-year Return numbers have yet to be released by the company as of now.

Top Fund Managers of Whitespace Alpha PMS

#1

Mr. Praveen Dwarakanath

#2

NA

#3

NA

#4

NA

#5

NA

Let’s discuss the Whitespace Alpha PMS Fund Managers to understand how they can elevate the company’s position in the market.

Mr. Praveen Dwarakanath

Mr. Praveen Dwarakanath is the current Whitespace Alpha fund manager.

He studied Computer Science Engineering at SRM University, Chennai, and later pursued an MBA from the Indian Institute of Management, Lucknow.

Before becoming Whitespace Alpha’s fund manager, he worked at Reckitt Benckiser and Hindustan Unilever Limited.

He also started a promising start-up later. Mr. Praveen Dwarakanath is known for his knowledge of exposure model designs, capital market listing, and correlation models.


Whitespace Alpha Portfolio Managers SWOT Analysis

Investing with a PMS can be stressful because certain risks come with share market investments. Before you invest with a broker, it is best to know the pros and cons of the company.

You can do that by reading a SWOT analysis of Whitespace Alpha Portfolio Managers because it shows the company’s strengths and opportunities and the weaknesses and threats it faces.

Strengths

  • Whitespace Alpha PMS provides excellent opportunities for the long-term growth of your investment.
  • Customers don’t need to pay any yearly AMC charges.
  • They offer two investment strategies because people’s investment behaviour can vary.
  • The company’s equity investment strategy is known for offering high returns to customers. The average 1-year Return is 23.06%.
  • The debt investment option managed by the Debt Plus strategy provides a stable monthly return. The Debt Plus strategy mainly invests in fixed-income products.

Weaknesses

  • The company was founded in 2019, and 5-year return amounts still need to be available.
  • It is a private company with limited market experience. This can increase the risk factors for investors.
  • Whitespace Alpha PMS needs to spend more on promotion, and that can cause a decrease in profit.

Opportunities

  • The company could invest more in technology. Efficient and modern technology makes the investment process efficient.
  • The company should offer more strategies for the investors. All customers are attracted to companies that provide multiple methods.
  • New companies can be innovative in their investment patterns and proliferate.

Threats

  • New PMS companies are emerging constantly, and competition is increasing.
  • Companies that are well-established in the market have name recognition. As a result, they attract more investors.
  • Inflation or a shrinking job market can affect the share market. This factor can lead to a decreased profit margin.

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Investment Facilities provided by Whitespace Alpha Portfolio Manager

Custom Strategy

Allowed

Strategy Switch

Not Allowed

Switch Charges

1.15% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Not Allowed

Early Exit

Allowed

Early Exit Charges

Free

Whitespace Alpha Portfolio Management Features are among the best in the market. The company’s portfolio manager is in charge of creating investment strategies.

The company strategies are known for providing high returns. However, it also offers stability because of its risk management processes.

These are the main investment facilities to help you profit from the PMS.

  • The company offers personalized investment strategies that help experienced investors.
  • A Strategy Switch is not allowed by the company.
  • Whitespace Alpha PMS allows NRI Investment.
  • Investors pay only 1.15% of Fund Value as Switch Charges.
  • They offer Discretionary investment options.
  • The company does not permit non-discretionary investment.
  • Investors can choose an Early Exit if they wish. They don’t even have to pay any charges for Early Exit.

Whitespace Alpha Portfolio Management 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 Services have a robust support system. All customers get access to the company’s call support.

You can also email the company directly if you have any queries. However, the Chat Support option is not available for investors.

Customers receive Dedicated RM Support that helps them raise their returns. The fund manager doesn’t interact with customers, but that should be fine for everyone.

All the support staff are knowledgeable, and any issue you face will be solved within seven days.

Whitespace Alpha PMS Dashboard Link

Web Platform

A portfolio management service helps investors who need more time or experience to handle the investment process.

Whitespace Alpha PMS is a wise choice because it offers risk-averse investment strategies to customers.

When you invest with the company, they will give you Whitespace Alpha PMS Dashboard access. You can check your investment, returns, and other details in the dashboard.

You can use any web platform to access the dashboard.


Whitespace Alpha PMS Login

The Whitespace Alpha PMS Login details are necessary for dashboard access. You will receive your login details when you become their customer.

The company will send you the details on the registered email address. Always remember to keep the login details private to keep your portfolio safe.

If you think your login details have been stolen, immediately contact company support for help. Stolen login details can be used to commit fraud.

If you forget or delete your login, you will lose access to the dashboard. In this situation, call the company to resolve the issue.

Whitespace Alpha PMS Review or Ratings by Finec.in

Overall Rating

8.82 / 10

Portfolio Performance

9.04 / 10

Support

8.69 / 10

Facilities

8.78 / 10

Charges

8.60 / 10

Experience

9.00 / 10

Whitespace Alpha Portfolio Management Services - SEBI Details

SEBI Reg. No.

IN/AIF3/19-20/0729

Contact Person

Fanar Iskif

Email ID

fanar.iskif@whitespacealpha.com

Telephone No.

9953062663

Address

3rd Floor, Vamsiram Jyothi Celesta, Kavuri Hills, Jubilee Hills, Hyderabad, Telangana, 500033

Starting Date

Sep 11, 2019


How to Invest in Whitespace Alpha PMS?

You need to follow a few rules if you want to invest in Whitespace Alpha Portfolio Management. First of all, you need to pass the eligibility criteria.

And secondly, the investment process requires certain documents that all customers must submit to the company.

Let’s discuss all the details you need to know to successfully become a Whitespace Alpha PMS customer.

Eligibility criteria:

  • You must be at least 18 years old.
  • Indian nationals and NRIs can invest in Whitespace Alpha PMS.
  • You need to invest a minimum of Rs. 50 Lakh to receive the services.

You can contact the company for your investment if you pass all three eligibility criteria. These are the documents you need to submit for the investment process.

  • A PMS Agreement is mandatory for the investment
  • Submit your POA
  • The details of your PAN
  • An address proof
  • Must have a Demat Account

After you submit all these documents, the company will take a few days for verification. You are all set to invest with Whitespace Alpha PMS when that is done.

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Whitespace Alpha PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Whitespace Alpha Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory


Whitespace Alpha PMS – Conclusion

The Whitespace Alpha PMS can be an excellent opportunity to grow your investment fund. You can also receive a stable income by opting for the right strategy.

The company offers high returns and useful investment features. All investors receive excellent customer support from Whitespace Alpha if they face any issues with investment.

You can follow the dashboard link to check your investment and returns anytime. The company has rapidly increased its active customer number because of these beneficial features.

In a nutshell, Whitespace Alpha PMS is a reliable and profitable PMS provider that you can genuinely trust.


FAQs on Whitespace Alpha Portfolio Managers

Here is the list of FAQs related to the Whitespace Alpha Portfolio Management Services.

Which is the Best Strategy for Whitespace Alpha PMS?

Whitespace Alpha PMS offers two strategies for customers: Equity Plus and Debt Plus. Both are considered excellent strategies because of their high returns.

However, if you want the best 1-year Return, you should choose Equity Plus. The Equity Plus strategy offers a 31.20% one-year return, while the Debt Plus provides a 14.92% one-year return.

What is the Minimum Investment in Whitespace Alpha PMS?

You must invest a minimum amount of Rs—50 lakh to receive the services of Whitespace Alpha PMS.

The company is highly reliable and offers high returns, so you can safely invest even more than that if you wish.

What is the Return of Whitespace Alpha PMS?

The returns you receive from Whitespace Alpha PMS depend on your chosen strategy.

In the Equity Plus strategy, the one-year Return is 31.20%, and the three-year Return is 33.77%. For the Debt Plus strategy, the one-year Return is 14.92%.

Is Whitespace Alpha Portfolio Management good?

Yes, Whitespace Alpha Portfolio management service is excellent and popular among customers. It will allow you to receive high returns from your investments.

The average one-year Return of the company is 23.06%.

What is the fixed commission of Whitespace Alpha PMS?

All customers pay Whitespace Alpha PMS a yearly fixed fee. They pay 2% of the Fund Value (AMC) to continue receiving the company’s services.

Is a Demat account mandatory for Whitespace Alpha Portfolio Managers?

Yes, a DEMAT account is compulsory for all customers of Whitespace Alpha PMS. With a DEMAT account, you can invest money in the share market.

What are the Exit Charges of Whitespace Alpha Portfolio Management?

Whitespace Alpha PMS doesn’t ask the customer to pay exit charges. This can be beneficial if someone wants to change their investment portfolio and opts for an early exit.

A direct strategy switch is not available for the customers of Whitespace Alpha PMS, so if you need to change strategy, you can exit without paying anything.

Who are the current fund managers of Whitespace Alpha PMS?

Whitespace Alpha PMS currently has one fund manager. Mr. Praveen Dwarakanath holds the position and manages the company’s two investment strategies.

What is the AUM of Whitespace Alpha Portfolio Management Service?

The company has a total AUM of Rs.13362.44 Crore.

Whitespace Alpha PMS has quickly gained popularity since its inception in 2019, and people have invested in them heavily because of their reliability.

Do Whitespace Alpha Portfolio Managers Charge Variable Commissions?

Whitespace Alpha portfolio managers do not charge variable commissions on the AMC.


 

Customer ratings and reviews of Whitespace Alpha PMS

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