White Stone Financial Advisors

Valuation, finance, law and wealth under one roof.

Offices in Pune, Mumbai, Delhi and Chh. Sambhajinagar
IBBI Registered Valuer, registration IBBI/RV-E/01/2022/168, covering land and building, plant and machinery, and securities or financial assets
PMS distributor registration APRN08220 (distribution only, not a portfolio manager; minimum Rs 50 lakh)

PMS

Overview

About White Stone Financial Advisors

The Whitestone group is a professional firm providing diverse services in valuation and consulting, CFO services, legal advisory and wealth management. The firm's dynamic team has the right attitude to diligently deliver what is promised while adding value that goes beyond what is expected. The team has a strength of 25+ professionals and a staff strength of 50+ individuals. The firm has offices in Pune, Mumbai, Delhi and Chh. Sambhajinagar. Its core team consists of Chartered Accountants, Engineers, Architects, Lawyers, Company Secretaries, Bankers and Cost Accountants, as well as DISA and MBA professionals with a wealth of experience in financial engineering.

Investment philosophy

A documented process, not a hunch. The equity universe is scored every month on fundamentals, price structure and market regime. The method is written down, applied the same way each time, and does not change because a stock is popular. Reasoning you can audit. Every recommendation and every rebalance carries the analyst name, the date and the reasoning. Investors are meant to be able to disagree on the evidence. Payments go directly to the asset management company or exchange, and securities sit in the investor's own name. Servicing on a clock. Reviews happen on a fixed cadence and are logged, so nothing depends on the investor remembering to chase.

PMS strategies2

Sorted by 3-year return. Returns are TWRR, net of fees; CAGR above 1 year.

Strategy

AUM (₹ Cr)

White Stone ValueEdge Fund

White Stone Abhivriddhi Fund

AUM₹4.83

Team10

Aditya S. Patil

Research Analyst

Chartered Accountant, IBBI Registered Valuer (SFA), SEBI Registered Research Analyst

Chartered Accountant and IBBI Registered Valuer specializing in securities and financial asset valuation and investment advisory.

Vijay Khamkar

Director

Mechanical Engineer, IBBI Registered Valuer (Plant & Machinery), Mutual Fund Distributor

Mechanical Engineer leading plant and machinery valuation services.

Varun Patil

Advocate, Legal

Advocate

Advocate heading legal consulting services.

Akshat Sawant

Head – Land and Building Valuation

Civil Engineer leading land and building valuation services.

Sunil Girwalkar

Head – Business Financing

Chartered Accountant heading business financing advisory.

Badrinath Kharat

CFO Services

Chartered Accountant

Chartered Accountant leading audit, assurance and subsidy advisory services.

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Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.

White Stone Financial Advisors

Overview

About White Stone Financial Advisors

Investment philosophy

PMS strategies2

Team10

Live

Funds

Community

Company