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The information and services provided on www.whiteocean.in and through related communications (email, SMS, phone, messenger, or any other media) by White Ocean Investment Services LLP are for informational purposes only. While every effort is made to ensure the accuracy and reliability of the content, White Ocean Investment Services LLP does not guarantee the completeness, accuracy, or timeliness of the information.

Investments and trading in the stock market, mutual funds, or other financial instruments carry inherent risks. A Analysis, or opinions presented through this website or related services are based on individual perspectives and are not intended as personalized investment advice. White Ocean Investment Services LLP advises users to seek independent financial advice and perform their own research before making any investment or trading decisions. The investments discussed may not be suitable for all investors, and past performance does not guarantee future results.

White Ocean Investment Services LLP is a registered mutual fund distributor under AMFI (Association of Mutual Funds in India) holding ARN: 156222 and receives commissions from Asset Management Companies (AMCs) for distribution services. We do not charge any fees for our mutual fund distribution services, and we are not a Registered Investment Advisor (RIA).

White Ocean Investment Services LLP assumes no responsibility for any loss or damage resulting from reliance on the information provided on this site or through related services. Users are responsible for their own investment decisions.

The website may contain links to third-party websites, and White Ocean Investment Services LLP is not responsible for the content of these linked websites.

If you disagree with any part of this disclaimer, you are advised to discontinue using the website and related services.

Disclosure

As per SEBI circular : SEBI/IMD/CIR No. 4/ 168230/09, following are the details of the comparative commission (including GST) Earned by White Ocean from various fund houses.

Scheme Type Trail-1st Year Trail 2nd Year onwards
Liquid/Ultra Short Term Schemes 0.25% - 0.75% 0.25% - 0.75%
Short Term Income Funds 0.25% - 0.75% 0.25% - 0.75%
Income Funds 0.25% - 1.00% 0.25% - 1.00%
Conservative Hybrid Debt 0.05% - 0.50% 0.05% - 0.50%
Hybrid Debt/Monthly Income Plans 0.50% - 1.00% 0.50% - 1.00%
Arbitrage Funds 0.25% - 0.60% 0.25% - 0.60%
Fund of Funds 0.25% - 1.00% 0.25% - 1.00%
ELSS 0.50% - 1.00% 0.50% - 1.00%
Index Funds 0.25% - 0.75% 0.25% - 0.75%
Equity/ Hybrid Equity/ Balance Advantage Fund 0.50% - 1.75% 0.50% - 1.75%
Fixed Maturity Plans 0.05% - 0.50% 0.05% - 0.50%

Details of Scheme level commission on Mutual funds are available with the Relationship Managers and would be produced on demand.

This is on a best effort basis and rates are updated as and when actual rates are received from AMCs.

We are a NISM certified / AMFI registered mutual fund distributor and not an RIA. We get compensated / incentivised by AMCs. We don’t charge any fees for our mutual fund distribution services.

Risk Factors — Mutual Fund investments are subject to market risks. Please read all scheme related documents carefully before investing. Past performance of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the exit loads and other cost structure (TER) applicable at the time of making the investment decision. White Ocean Investment Services deals in Regular Plans only for Mutual Fund Schemes and earns a trailing commission on client investments. Disclosure of commission earnings is made to clients at the time of investments. Option of Direct Plan is available to investors offering lower expense ratio. We are not entitled to earn any commission on Direct Plans.

SIF / AIF Disclaimer — Investments in Specialised Investment Funds (SIF) or Alternative Investment Funds (AIF) are subject to market risks, including the possible loss of the principal amount invested. These funds are generally illiquid, entail higher risks than traditional mutual funds, and are intended for sophisticated investors only. Minimum investment in SIF: Rs. 10 Lakhs. Minimum investment in AIF: Rs. 1 Crore. Investors are strictly advised to read the Scheme Information Document (SID), Private Placement Memorandum (PPM), term sheet, and all associated risk disclosure documents carefully before investing. Past performance is not indicative of future returns.

PMS Disclaimer — Investments in Portfolio Management Services (PMS) products are not guaranteed or assured and returns are not being offered. Past performance of the portfolio manager is not an indicator of future results. All investments are subject to market risks, and investors must be aware that returns can be volatile and are not guaranteed. Minimum investment in PMS: Rs. 50 Lakhs. Please read the PMS Disclosure Document carefully before investing.

White Ocean Investment Services makes no warranties or representations, express or implied, on products offered through the platform of White Ocean Investment Services. We provide incidental distribution services only. For investment advice, please consult a SEBI-registered Investment Adviser. White Ocean Investment Services accepts no liability for any damages or losses, however caused, in connection with the use of, or reliance on, its products or related services. Investments in securities markets are subject to market risks — read all related documents carefully before investing.