White Whale PMS – Review, Strategies, Returns, Charges & more
Last Updated Date: Dec 19, 2022White Whale Partners LLP is an Indian entity formed to deliver services as a multi-disciplinary investment firm. They have extensive experience in the field, amounting to over 20 years, and they have achieved success by emphasizing the disciplined investment process.
White Whale has designed a variety of offerings to satisfy clients in the most competent manner.
White Whale PMS – Ratings & Review by Top10StockBroker
Find Client ratings of White Whale Portfolio Management Services –
White Whale PMS Ratings | |
Returns Performance | 3.3 / 5 |
Services | 3.2 / 5 |
Charges | 3.1 / 5 |
Experience | 3.0 / 5 |
Strategies | 3.1 / 5 |
Client Support | 3.1 / 5 |
Overall Ratings | 3.1 / 5 |
Star Ratings | ★★★★★ |
The above ratings given in the table will help us to understand better the performance of White Whale PMS broking house in every field.
Overview of White Whale Portfolio Management Services
Overview | |
Company Type | Private |
Registered Location | Mumbai, Maharashtra |
Leadership | Hardik Doshi |
Yr. of Establishment | 2020 |
White Whale Partners LLP was founded recently in 2020 and is right now being led under the leadership of Hardik Doshi.
His driven aspirations and desires to offer a seamless platform for investing have brought White Whale into being. The entity is situated in Mumbai, Maharashtra, and operates actively from its head office.
White Whale has been registered as a Limited Liability Partnership, with Shapath Parikh and Kunal Vora being the Co-Founders.
All the leaders of the entity have brought their distinct skill-set and expertise in the financial market domain to form a strong formula for the investment process.
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Types of White Whale PMS
Types of PMS | |
Discretionary | Yes |
Non-Discretionary | Yes |
With White Whale PMS, investors can engage in both types of Portfolio management services.
If you are interested in having control over your investment and want the fund to be managed upon your instructions, you can start with Non-discretionary PMS.
Whereas if you cannot always keep track of the investment and would appreciate expert advice, take on the adventure in the Discretionary mode.
The type of White Whale PMS you choose can also depend on other factors that bear importance.
White Whale PMS Fund Managers Details
Fund Manager’s Details | |
Name | Hardik Doshi |
Experience | 20 Years |
Highest Qualification | Finance |
AUM (in Cr.) | Approx 47.75 Cr. |
Number of Clients | 40 |
Investment Tenure | Minimum 3-5 yrs. |
Fund Manager – Hardik Doshi
Hardik Doshi is the Head, Portfolio Management. Hardik has spent over 20 years serving in the equity or other financial market realm operating entities.
He worked for six years with Lehman Brothers in New York and further 13 years as head of the investment research team at First Voyager.
Ever since he joined the team of White Whale, the entity has been able to deliver even higher returns to the customers and was able to outperform various previous outcomes.
Hardik has vast experience in the equity research segment and casting about the most potential equities of the market.
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White Whale PMS Strategies
Strategies | |
White Whale – North Star Portfolio | MULTI CAP |
White Whale – North Star Portfolio
North Star Portfolio is a multi-cap portfolio strategy formulated to advance the maximum benefit out of the market for the clients.
The company has formed an effective risk management framework where it bifurcates risks on different terms and evaluates their significance on the outcome and investment.
The strategy mainly emphasizes private equities and explores the opportunities within them.
Some of the unique perspectives adopted by White Whale are:
- Skin in the Game
- Proven Track Record
- Private Equity Mindset
- Less is More
White Whale PMS Returns / Performance
Strategy | White Whale – North Star Portfolio | |
Category | MULTI CAP | |
Return (CAGR) | 1M | -1.10% |
3M | 19.90% | |
6M | 8.10% | |
1Y | -0.90% | |
2Y | NA | |
3Y | NA | |
5Y | NA | |
Since Inception | 40.40% | |
Inception Year | Nov, 2020 |
Since the inception of the White Whale – North Star Portfolio, the portfolio has driven massive successes for the investors of the portfolio.
Its performance has delivered astounding results in the past years. Since its inception, the portfolio has delivered returns of 40.4%.
This multi-cap portfolio’s returns for one month, as per the records, was -1.1%; for the period of 3 months, it was 19.9%.
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White Whale PMS Investment Plans
Investment Plans | |
Bronze (25L – 50L) | Yes |
Silver (50L – 1 Cr.) | Yes |
Gold (1 Cr. – 5 Cr.) | Yes |
Platinum (5 Cr. Plus) | Yes |
White Whale PMS offers varied investment plans where the investors can invest according to their suitability. Investors can choose from Bronze, Silver, Gold, and Platinum investment plans. The quantum of these plans differs from one another.
Overall, an investor can invest from 25 lakhs to even above five crores with White Whale. Bronze Plan represent the lowest investment range offered by White Whale which is between 25 lakh to 50 lakh.
The Bronze plan allows investment of 25 lakh to 50 lakh; in the Platinum plan, investors can put funds above five crores.
White Whale PMS Fee Structure or Commission Slabs
Commission / Fees Structure | |
Prepaid Commission | Yes |
Volume% Commission | Yes |
Profit Sharing% Commission | Yes |
White Whale PMS Fee Structure shows the manner in which the entity levies charges on the customers for the services offered.
The organization has a well-organized fee structure to suit the customer’s comfort and appreciate a better understanding between the client and White Whale.
White Whale charges under certain categories, and the categories are Prepaid Commission, Volume% Commission, and Profit Sharing% Commission.
White Whale PMS Prepaid Commission
Prepaid Commission (Yearly) | |
Investment – 25L – 50L | 1.2% of Investment |
Investment – 50L – 1 Cr. | 1.3% of Investment |
Investment – 1 Cr. – 5 Cr. | 1.5% of Investment |
Investment – 5 Cr. Plus | 1.1% of Investment |
Prepaid Commissions of While Whale based on the investment quantum. The percentage of commission changes as the investment level changes.
Here, the investment levels have been grouped into four broad categories, so the commission will be levied according to the investment category the amount falls in.
Investments ranging from 25 lakhs to 50 lakhs are charged 1.2% as commission. Investments of 50 lakhs to 1 Crore charge 1.3% as commission, and 1.5% commission is charged for 1 Crore to 5 Crore.
Then, an Investment above 5 Crore White Whale imposes 1.1% of the Investment.
White Whale PMS Volume% Commission
Volume% Commission (Yearly) | |
Transaction Volume – 25L – 50L | 0.12% of the Total Transaction Volume |
Transaction Volume – 50L – 1 Cr. | 0.15% of the Total Transaction Volume |
Transaction Volume – 1 Cr. – 5 Cr. | 0.14% of the Total Transaction Volume |
Transaction Volume – 5 Cr. Plus | 0.11% of the Total Transaction Volume |
The White Whale, PMS Volume% Commission is established on Transaction Volume. This is a yearly charge on the customers for rendering services of White Whale.
The entity puts round-the-clock efforts to keep the funds of the clients protected from risk and underpin them in flourishing at a swift speed.
The volume percentage commission is as follows:
- 12% is levied as a commission for transaction values ranging from 25 lakhs to 50 lakhs.
- For values more than 50 lakhs up to 1 Crore, the commission is 0.15%.
- For values ranging between 1 crore – 5 crore, the commission is 0.14%
- For transaction value above five crores, the commission percentage is the lowest, i.e., 0.11% of the Total Transaction Volume.
White Whale PMS Profit Sharing% Commission
Profit Sharing% Commission (Yearly) | |
Profit Amount – 2.5L – 5L | 25% of the Profit |
Profit Amount – 5L – 10L | 23% of the Profit |
Profit Amount – 10L – 50L | 21% of the Profit |
Profit Amount – 50L Plus | 21% of the Profit |
In the case of White Whale PMS Profit Sharing% Commission, the percentage can be observed to be diminishing as the profit levels touch higher benchmarks.
Where the yields range between 2.5L – 5L, 25% of the profit will be shared with the entity. For-profit levels of 5 lakhs to 10 lakhs, 23% of the profit is charged. When the profit is of over 10 lakhs, the profit commission is 21%.
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White Whale PMS Charges
Charges | |
Management Fees | As per the commission model |
Upfront Fees | 1.0% – 2.0% of Asset Value |
Brokerage Charges | 0.01% – 0.06% of Total Transaction Value |
Custodian Charges | 0.25% – 0.45% of Asset Value |
Depository Charges | 0.21% – 0.31% of Asset Value |
Exit Load – within 12 months | 1.0% – 2.0% of Withdrawal Value |
Exit Load – post 12 months | Free |
Besides the commission on volume and profits, White Whale PMS Charges certain other charges for its distinct services. These services include management fees, brokerage, custodian services, depository services, and so on.
These service charges are levied on different bases; some are based on the commission model, whereas some use Asset Value for the calculation. White Whale imply commission at a certain percentage or a fixed sum.
White Whale PMS Benefits
Benefits / Advantages | |
Top-up Facility | Yes |
Back office Reports | Yes |
Email Update | Yes |
SMS Update | Yes |
Watsapp Update | No |
Portfolio View | Yes |
Detailed View | Yes |
Flexible Commission Model | Yes |
Flexible Investment Plans | Yes |
Massive Experience | Yes |
White Whale was formulated in recent years and is attempting to secure its unique position with its own special mix of elements. One of the unique elements is the maximum involvement which they call keeping skin in the game, and the private equity mindset.
Some of the other competitive features of White Whale will be a Top-up Facility, Portfolio View, Detailed View, flexible models for investment and commission, Back office Reports, updates through email and SMS, etc.
The management of the organization has broad experience in the financial market. All of them have had their distinct journeys and are now gathered to serve their aspirations as investors.
White Whale PMS Customer Care
Customer Care | |
Call Support | Yes |
Email Support | Yes |
Chat Support | No |
Watsapp Support | Yes |
Relationship Manager Support | Yes |
Call to Fund Manager | Yes – 1 – 7 times a month |
Issue Resolving TAT | 7 working days |
One of the important factors before engaging in a business involving sensitive sentiments like finances, the organization must establish a functional communication or support system.
Through this system, the customers should be able to outreach to the right person relating to their concerns.
White Whale PMS Customer Care has an efficient system and multiple ways via which the clients can easily resolve their queries.
Customers of White Whale PMS can communicate through Call, WhatsApp, Email, and Relationship Manager Support. Also, the entity allows Call to Fund Manager up to 7 times a month and also have Issue Resolving TAT.
White Whale PMS Conclusion
White Whale Partner LLP is an emerging organization engaged in the Portfolio management business. One of their proudest features is their extensive experience in the market.
As of now, the entity has one portfolio strategy dedicated to ensuring the success of the clients.
White Whale has multiple investment plans and flexible commission plans. Investors can easily pick the one which compliments their type. The portfolio is multi-cap, hence bringing more diversification into one basket.
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