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White Stone ValueEdge Fund
WHITE STONE FINANCIAL ADVISORS PRIVATE LIMITES
83.52 CR AUM
White Stone ValueEdge Fund
WHITE STONE FINANCIAL ADVISORS PRIVATE LIMITES
83.52 CR AUM
BSE 500 TRI
Benchmark
0yr 6mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
0yr 6mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load

hardik i jain
Fund Manager
EQUITYStrategies
Hardik blends two decades of equity research, portfolio management, and hands-on market operations with a simple aim: protect capital first, then let it compound. He built and scaled the broking franchise at ISJ Securities and managed day-to-day operations before making a deliberate pivot to long-term value investing. In 2011, he obtained the SEBI PMS license for Whitestone Financial Advisors and led investment decisions from 2011 to 2017, winding down a successful broking business so the firm could focus on thoughtful ownership rather than transactions. He has also managed his family’s investments for over 20 years. Hardik’s edge lies in deep fundamental research, strong governance filters, disciplined position sizing, and the patience to hold cash when value is scarce. Off the desk, his love for cricket reflects a test match temperament: waiting for the right opportunity and capitalizing on it effectively.
Purpose
Capital Appreciation
Investment Approach v/s Benchmark Metrics
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1M IA return
18.37%
1M benchmark return
10.38%
Alpha
7.99%
1M Wealth multiple
1.18x
Investment Approach v/s Benchmark Performance
2026
2026
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Login to see the live performance and return
Wealth Creation Calculator
1M IA return
18.37%
1M benchmark return
10.38%
Alpha
7.99%
1M Wealth multiple
1.18x
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