- SEBI reg.
- INP000007766
- Services
- Discretionary, Advisory, Co-investment
- Reported
- 30 Sep 2026
Whiteoak Capital Asset Management
₹2,839 Cr
Assets under management
2,144 clients · 16 strategies · 30 Sep 2026
Whiteoak Capital Asset Management managed ₹2,839 crore for 2,144 clients at 30 Sep 2026, across 16 strategies, most of it for domestic individuals and others. In September clients added ₹3.08 crore and withdrew ₹139 crore.
Key numbers
- SEBI registration
- INP000007766
- Discretionary AUM
- ₹2,807 Cr
- Advisory assets
- ₹0
- Min. investment
- ₹50 lakh (SEBI)
- Complaints pending
- 0
Strategies
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Who it manages money for
| Client type | Service | Clients | AUM |
|---|---|---|---|
| Domestic individuals and others | Discretionary | 1,818 | ₹1,934 Cr |
| Domestic corporates | Discretionary | 121 | ₹657 Cr |
| Non-resident Indians | Discretionary | 195 | ₹217 Cr |
| Domestic corporates | Co-investment | 6 | ₹28.31 Cr |
| Domestic individuals and others | Co-investment | 4 | ₹3.70 Cr |
For the advisory service, AUM is the assets it advises on.
Flows
- Inflow, Sep 2026
- ₹3.08 Cr
- Outflow, Sep 2026
- ₹139 Cr
- Net, Sep 2026
- −₹136 Cr
- Inflow, FY to date
- ₹87.94 Cr
- Outflow, FY to date
- ₹850 Cr
- Net, FY to date
- −₹762 Cr
Discretionary service. The financial year runs from 1 April.
Complaints
- Pending at start of month
- 0
- Received
- 0
- Resolved
- 0
- Pending at end of month
- 0
FAQs
How much does Whiteoak Capital Asset Management manage?
₹2,839 crore for 2,144 clients at 30 Sep 2026, as reported to SEBI.
How many clients does Whiteoak Capital Asset Management have?
2,144 clients at 30 Sep 2026, mainly domestic individuals and others, domestic corporates, non-resident indians.
Which PMS strategies does Whiteoak Capital Asset Management offer?
It reported 16 to SEBI for 30 Sep 2026: White Oak India Pioneers Equity Portfolio, White Oak India Pioneers Equity Portfolio STP Plan, White Oak India Digital Leaders, WhiteOak India Business Leaders PMS, WhiteOak Capital Research Select Equity Portfolio, White Oak India Select Equity Portfolio, White Oak India Equity Portfolio, White Oak India Liquid Portfolio, and 8 more.
Is Whiteoak Capital Asset Management registered with SEBI?
Yes. It is registered with SEBI as a portfolio manager, registration number INP000007766.
Has Whiteoak Capital Asset Management had investor complaints?
In September it received 0 and resolved 0; 0 were pending at the end of the month.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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