Millenia Wb Trust — WBFAM | wisefolio

Millenia Wb Trust

Integrity in Every Layer

Managed by WBFAM

IN/AIF2/24-25/1598Cat II

Private equity, private credit and real-estate funds that don't employ leverage except for operating needs. The largest AIF category.

Overview

About

Millenia WB Trust is a SEBI-registered Category II Alternative Investment Fund (IN/AIF2/24-25/1598), registered on September 23, 2024, and managed by Irris Whiteboard Private Limited. The fund and manager operate under the brand name 'WhiteBoard Financial Advisors' at wbfam.com. The fund's scheme is called the Millenia WB Yield Fund. WhiteBoard is a domain-driven investment platform focused on urban real assets (primarily real estate) in India, backed by an institutional track record in real asset investing. The firm positions itself as a full-service financial advisory and asset management firm covering strategic M&A advisory, corporate finance, business re-engineering, asset management, and AIF investing across urban assets. WhiteBoard acted as sole advisor on the Casagrand–Blackstone strategic partnership (₹700 crore investment, November 2025), demonstrating its transactional credibility in large real estate deals. The fund is headquartered at 706A, B Wing, 7th Floor, Kanakia Wall Street, Andheri Kurla Road, Andheri East, Mumbai 400093. SEBI contact person is Anchit Lakhotiya, and the firm also holds a PMS registration (INP000009667) under the same Irris Whiteboard entity.

Investment Philosophy

WhiteBoard believes in transparent processes, structured execution, and trusted/enduring relationships — 'just like a Whiteboard, clean, open and purposeful.' The firm is focused on India's urban growth opportunity, viewing urban assets as the primary beneficiary of India's accelerating urbanisation. The investment approach combines proven institutional lineage in real asset investing with deep expertise across capital structures, asset classes, and market cycles, targeting consistent returns.

Team— 1

Anchit Lakhotiya

Principal / SEBI Contact Person

Anchit Lakhotiya is the designated SEBI contact person for Millenia WB Trust at Irris Whiteboard Private Limited. Based at the Kanakia Wall Street office in Andheri East, Mumbai.

Registration

SEBI Registration

SEBI-registered

Reg. NumberIN/AIF2/24-25/1598

VintageSept 2024 · 2 yrs old

Valid ToPerpetual

Contact PersonAnchit Lakhotiya

Address706A B wing 7th floor Kanakia Wall Street, Andheri Kurla Road Andheri East, Mumbai, Maharashtra, 400093

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Disclaimer

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