WhiteOak Capital Mutual Fund

About WhiteOak Capital Mutual Fund

WhiteOak Capital Mutual Fund, part of the WhiteOak Capital group, is one of the significant players in the Indian mutual fund industry. As of the latest update, AMC’s assets under management (AUM) stood at over ₹45,000 Crores.

 

WhiteOak Capital Mutual Fund offers a range of mutual fund schemes, including debt, equity, hybrid, and tax-saving funds. The fund has a total of 7 schemes, which gives you a diverse range of schemes to choose from based on your investment objectives and risk tolerance.

Incorporated	03 Jul. 2018
Mdceo	Aashish P Somaiyaa
Trustee	WhiteOak Capital Trustee Limited
Cio	Ramesh Mantri

How to Invest in WhiteOak Capital Mutual Fund?

Investing in Mutual Funds on Bajaj Markets includes a hassle-free, end-to-end online procedure with no tedious form filling or branch visitations. You can follow the steps given below on the Bajaj Markets website and the app as well. 

 

• Step 1: Log in using your mobile phone number

• Step 2: Under ‘Investments’, choose ‘Mutual Funds’

• Step 3: Fill in basic information such as your bank account number, PAN Card number, etc. 

• Step 4: Start your investment journey with Bajaj Markets once your account has been activated

   

You can invest through various payment methods like UPI, net banking, real-time gross settlement (RTGS), and national electronic funds transfer (NEFT). 

Documents Required to Invest in WhiteOak Capital Mutual Fund:

Here are the documents required in order to invest in a mutual funds scheme through Bajaj Markets.

 

• PAN Card

• Voter ID

• Driving Licence

• Passport

Top Fund Managers

The organisation has a team of experienced and certified fund managers responsible for managing its investment plans and ensuring consistent returns.

1. Ramesh Mantri

With close to two decades of experience in investing and financial analysis, Ramesh Mantri is the current CIO (Chief Investment Officer) at the AMC. He is a CA, CFA, and MBA and previously worked with Alden Global Capital and CRISIL. 

 

As the CIO, he manages several schemes offered by the AMC, including the Whiteoak Capital Flexi Cap Fund, which is an open-ended dynamic equity scheme. 

2. Shariq Merchant

Shariq Merchant is the current Fund Manager for Overseas Investments at the AMC. He covers various sectors, such as Consumer, Auto, Logistics, and Real Estate. He is a CFA, CA, and has over a decade of experience in the industry. 

 

Prior to the AMC, he worked with Duro Capital and Quest Investment Advisors. He currently manages multiple schemes, including the Whiteoak Capital Mid Cap Fund, an open-ended equity scheme investing in mid-cap stocks.

3. Trupti Agrawal

With over 12 years of experience, Trupti is an Assistant Fund Manager focusing on the Equity schemes of the AMC. She is a CA and began her career as a statutory auditor with S.R. Batliboi & Co., an affiliate of Ernst & Young in India. Trupti also worked with L&T Infrastructure Finance, where she oversaw several large projects across sectors. 

 

Trupti is currently the fund manager for several schemes, including the Whiteoak Capital Large Cap Fund, an open-ended scheme with predominant investment in large-cap stocks.

4. Piyush Baranwal

Senior Fund Manager at the AMC, Piyush Baranwal, has 13+ years of experience in the field. He is a CFA with a B.E. in Electronics & Communication and PGDBM in Finance. Prior to his current role, he held the position of Head of Fixed Income at BOI AXA Investment Managers. He is the fund manager of numerous schemes, including the Whiteoak Capital Balanced Advantage Fund , an open-ended fund with dynamic asset allocation.

Email	NA
Phone	180030003060
Address	Unit No. B4, 6th Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi