WhiteOak Mutual Fund
Mr. Prashant Khemka founded White Oak AMC, an investment management and advisory firm, in June 2017 with the goal of creating a performance-driven organization and a strong investment culture. Over the past three years, White Oak has attracted significant Foreign Portfolio Investment inflows into India, with operations in India, Singapore, Mauritius, the United Kingdom, and Switzerland. As of March 31, 2024, White Oak group entities have a combined AUM of ?8,794.84 Cr, serving a global client base that includes sovereign wealth funds, pension plans, endowments, individuals, and family offices, utilizing both separately managed accounts and investment funds.
Investment Culture:
- Balanced Portfolio Construction: Focus on alpha generation through stock selection within a balanced portfolio. Invest in quality businesses while avoiding market timing, sector rotation, and top-down macro bets. Monitor and contain residual factor risks arising from stock selection.
- Bottom-Up Stock Selection Philosophy: Pursue outsized returns by investing in great businesses at attractive valuations. A great business delivers superior returns on incremental capital, is scalable, and demonstrates strong execution and governance. Valuations are based on economic cash flows rather than distorted accounting earnings.
- Time-Tested Process: Conduct intensive fundamental research using the proprietary OpcoFinco framework to assess business attributes and valuations. Initiate research with a structured screening process evaluating a company's governance. Build a comprehensive understanding of businesses through plant visits and meetings with management, competitors, suppliers, customers, and trade participants.
White Oak has research teams in India and Singapore and sales and distribution centers in Switzerland and the United Kingdom. Prashant Khemka, the former CIO of Goldman Sachs Asset Management's India Equity and Global Emerging Markets Equity businesses, launched White Oak Capital.
Step by Step Guide to invest in
WhiteOak Mutual Fund
How to Invest in WhiteOak Mutual Funds online with Miles Wealth?
Investing in WhiteOak Mutual Funds through Miles Wealth is a simple, quick, and secure process, designed to give you full control over your investment decisions. Whether you prefer to explore curated fund recommendations tailored to your risk profile and financial goals, or select funds from a wide range of options, the process is straightforward.
Here's a step-by-step guide to get started:
Step 1: Download the Miles Wealth App
Start by downloading the Miles Wealth app. If you're an existing user, simply log in. New users can complete a quick and seamless registration process to create their account.
Step 2: Complete Your KYC
KYC (Know Your Customer) is a one-time, mandatory requirement to start investing. It is a fast, easy and online process that typically takes around 5 minutes. Keep your PAN card, Aadhaar card, bank account details, and Digilocker credentials handy to ensure smooth completion.
Step 3: Set Up Nominee Information
Add nominee details and allocate percentages. If you are assigning just one nominee, allocate 100%. If there are multiple nominees, distribute the percentage allocation accordingly.
Step 4: Browse or Search for Mutual Funds
You can either search for a specific mutual fund or explore our personalized collections, which are curated based on your risk tolerance and financial objectives. If you prefer, you can modify the recommendations and invest in any fund or AMC of your choice.
Step 5: Choose Investment Type (SIP or One-Time)
Decide whether to invest through a Systematic Investment Plan (SIP) or as a one-time investment. Enter your desired investment amount. For SIPs, choose the date for monthly debits from your bank account. To make the process even easier, we recommend setting up an e-mandate for automatic monthly investments.
Step 6: Review and Confirm Your Investment
Before finalizing, review your investment details, then confirm the order and make the payment. That's it! You have successfully invested.
Step 7: Track Your Portfolio
Once your investment is confirmed, it will reflect in your Miles Wealth account within 3-4 working days. You can track the performance of your portfolio and manage your investments directly from the app.
Need Assistance?
If you encounter any issues or have questions, our support team is ready to help. Simply drop us an email at support@mileswealth.in, and we'll get back to you promptly.
Why Choose Miles Wealth?
- Personalised Investing: We suggest funds that match your financial goals and risk level, making investing easy and personal.
- No Expertise Needed: You don't need prior knowledge - our platform simplifies everything for you.
- No More Guesswork: Stop relying on social media or friends' advice. Miles Wealth gives you clear, data-driven recommendations you can trust. We are AMFI licensed.
- Wealth Creation: Our goal is simple - help you build lasting wealth with smart, personalized investments.
- Regular Funds: We are AMFI Registered Mutual Fund Distributor, and we offer regular funds that align with your risk tolerance to help you achieve the best possible portfolio returns.
P.S. We earn only 0.5%-0.75% annually on the AUM we manage - so it's not expensive.
Your journey to wealth creation is just a few clicks away. Start investing with confidence today!
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Best Fund Managers at
WhiteOak Mutual Fund
Fund Manager
Ashish Agarwal
Dheeresh Pathak
Piyush Baranwal
Ramesh Mantri
Trupti Agrawal
Years with AMC
0.1
0.7
5.8
2.2
2.2
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