Available period: Aug_2026
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. | 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 | 5 yr 1 mo |
Clients
AUM (cr)
Strategy
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Showing 17 of 17 strategies
AUM (cr)
Age: 61 months · 61 mo used
AUM (cr)
Age: 61 months · 61 mo used
AUM (cr)
Age: 61 months · 61 mo used
AUM (cr)
Age: 60 months · 60 mo used
AUM (cr)
Age: 60 months · 60 mo used
AUM (cr)
AUM (cr)
AUM (cr)
AUM (cr)
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AUM (cr)
WhiteOak Capital Bharat@100 Portfolio
Dormant · no recent filingsEQUITYBSE 500
Age: 29 months · 29 mo used
WhiteOak Capital Emerging Leaders Portfolio
Dormant · no recent filingsEQUITYBSE 500
Age: 29 months · 29 mo used
WhiteOak Capital Family-Owned Family Managed Portfolio (FOFM)
Dormant · no recent filingsEQUITYBSE 500
Age: 29 months · 29 mo used
Age: 29 months · 29 mo used
AUM (cr)
WhiteOak Capital Select Stocks Portfolio
Dormant · no recent filingsEQUITYBSE 500
Age: 29 months · 29 mo used
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
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Learn more