Now invest and track your investments in WhiteOak Capital Mutual Fund on the go with our all-new official Mobile App.
We understand that in today’s tech-savvy world, it is important to keep things simple and easily accessible for our investors. Hence, we have built this app keeping your comfort and needs in mind and intend to provide you with the best investment experience. This app is all you will ever need to manage your investments with WhiteOak Capital Mutual fund.
This app aims to make your transactions and tracking with us easy; thus, we have provided the handpicked features below for you as mentioned below.
Easy Login - Simple and seamless login with your PAN
Quick Transactions
Lumpsum – Make a one-time purchase with internet banking or UPI with as less as Rs. 500 or as per scheme eligibility
SIP – Fully online Systematic Investment Plan (SIP) registration flows with online mandates.
Redemption – Redeem funds as per your requirements.
Switch – Move funds from one scheme to another scheme of WhiteOak Capital Mutual Fund.
SWP – Initiate Systematic Withdrawal Plan (SWP) and get designated funds in your bank account regularly till corpus availability.
STP – Register Systematic Transfer Plan (STP) from one scheme to other schemes of WhiteOak Capital Mutual Fund and regularly shift designated funds to this scheme of choice.
Track on to go:
Be up-to-date with your current holdings and returns.
Investment Reports – We have made available various reports which may help you track your investments.
Account Statement – Generate a statement of account for the desired period.
Capital Gain Statement – Generate and track capital gains as applicable for the desired period.
Transaction History – Check the status of lumpsum or systematic transactions initiated.
Systematic Registrations – View and manage systematic registrations: SIP, SWP, STP.
Access the rich content such as product presentations, factsheet, conceptopedia, insights.
The app is currently only available for existing WhiteOak Capital Mutual Fund investors. However, soon, the app will be available for new investors too. The other features which we intend to make available on this app are mentioned below.
New investor onboarding and new folio creation
SIP Top-up
Goal SIP
Flagship products such as Flex SIP and Flex STP
Mutual Fund investments are subjected to market risks, read all scheme related documents carefully.
