WhiteOak Mutual Fund is managed by WhiteOak Capital Asset Management Ltd., a part of the WhiteOak Capital Group founded by renowned fund manager Prashant Khemka. The AMC focuses on a bottom-up stock selection strategy and offers equity-oriented schemes tailored for long-term wealth creation.

Yes. WhiteOak Mutual Fund is registered with the Securities and Exchange Board of India (SEBI) and operates under its regulatory framework.

WhiteOak Mutual Fund offers:

• Equity Funds

• Hybrid Funds

• Thematic and Sectoral Funds

• Index Funds (Planned)

• ELSS (Tax-saving Fund)

• Debt and Liquid Funds (in development or upcoming)

You can invest via:

• WhiteOak Capital AMC Website

• CAMS/KFinTech platforms

• Mutual fund distributors and registered advisors

• Direct plan option for lower expense ratios

• Lump Sum: ₹500–₹5,000 (scheme-dependent)

• SIP (Systematic Investment Plan): Starts from ₹500/month

Yes. SIP is available for all open-ended schemes and is ideal for disciplined long-term investing.

Yes. You can redeem open-ended schemes anytime (subject to applicable exit load). Redemption proceeds are typically settled within 1–3 business days.

Yes. Mutual fund returns are subject to capital gains tax:

• Equity Funds:

  • STCG (<1 year): 15%

  • LTCG (> ₹1 lakh/year): 10%

• Debt Funds (as per new 2023 rules):

  • Taxed at your income tax slab

Yes. WhiteOak Capital ELSS Tax Saver Fund is a tax-saving scheme eligible under Section 80C, with a mandatory 3-year lock-in period.

Yes. KYC compliance is mandatory. You must provide PAN, proof of identity/address, and complete the e-KYC process online or via KRA service providers.

Yes. NRIs can invest, subject to FEMA regulations. Certain schemes may have restrictions for USA/Canada-based NRIs due to compliance requirements.

You can track via:

• WhiteOak AMC website or investor login

• CAMS/KFinTech statements

• MyCAMS mobile app

• CAS (Consolidated Account Statement)

Matrixx FinCorp is a trusted mutual fund distributor and financial advisory firm specializing in investment planning, tax-saving strategies, and portfolio management. It partners with leading AMCs like ABSLMF to offer handpicked schemes for clients.

• Mutual Fund Investments (SIP/Lump Sum)

• Tax-saving (ELSS) Planning

• Retirement Planning

• Children’s Education Funds

• Portfolio Reviews & Risk Analysis

• Customer Support & Documentation Assistance

• Expert guidance by experienced professionals

• Tailored investment suggestions

• One-stop support for KYC, SIP, withdrawals, and tracking

• No hidden charges – commission-based AMC model

You can reach us via:

• 📞 Phone: +91 9304530421

• 📧 Email: financefuture@matrixxfincorp.com

• 🌐 Website: matrixxfincorp.com

• 🏢 Office Location: Ramdas Bunglow, Road No. 03, Contrator Area, Back side of Time Out Restaurant, Bistupur, Jamshedpur, Jharkhand, Pincode – 831001 , India.

No. Matrixx FinCorp offers free advisory and support, as revenue is generated via trail commission from AMCs like ABSLMF.

Yes. From KYC to SIP auto-debit setup and fund monitoring, Matrixx FinCorp provides end-to-end investment support.