Prashant founded White Oak Capital Management in June 2017. He is the former CIO and lead portfolio manager of GS India Equity at Goldman Sachs Asset Management (GSAM) during March 2007 to March 2017, and also for the Global Emerging Markets (GEM) Equity during June 2013 to March 2017. As lead PM, he managed all mutual funds and separate accounts under these strategies.
Prashant began his professional investing career in 1998 at SSGA in Boston as senior portfolio officer of Enhanced International equity in the quant group. He joined GSAM in 2000 as a research analyst in US Growth Equity, and by 2004 he rose to become Senior Portfolio Manager and Co-Chair of the Investment Committee. Prashant returned to Mumbai in 2006 to start GSAM India business and served as the CIO and CEO/Co-CEO of their domestic Asset Management Company. In 2013, in addition to India he was also made the CIO and lead PM of GEM equity. He won several accolades as the CIO and Lead PM of GS India Equity. He and his fund won several awards including AAA rating from Citywire and Elite rating from Fund calibre among others.
Prashant has a BE in Mechanical Engineering from Mumbai University and an MBA in Finance from Vanderbilt University in the United States, where he received the Matt Wigginton Leadership Award for outstanding performance in Finance. He was awarded the CFA designation in 2001 and is a fellow of the Ananta Aspen Centre, India.
Aashish is responsible for strategizing, growing and managing the operations. Prior to joining White Oak Capital, Aashish served for nearly 8 years as Managing Director and CEO of Motilal Oswal Asset Management Company, one of the highly regarded and differentiated boutique equity managers in India backed by excellent performance track record and well documented investing philosophy. Starting with about ₹1,300 crs ($150 mn) in 2013, Motilal Oswal AMC grew to >₹42,000 crs ($5.6 bn) of equity assets across portfolio management services, alternative investment funds, offshore funds and domestic Mutual Funds. Motilal Oswal was awarded Brand of the Year at the CNBC India Business Leadership Awards in 2018.
Prior to Motilal Oswal AMC, Aashish was heading sales and distribution of ICICI Prudential AMC for their MF, PMS and Real Estate offerings through multiple distribution channels across India and Middle East. He has led new product development, product management, communication and distribution channel delivery over a number of years.
Aashish has over 20 years’ experience in business strategy and management, process driven sales and distribution, product development and marketing of investment offerings. He has been engaged with India’s private sector asset management industry for pretty much its entire growth trajectory post 1998.
Aashish holds a Bachelor of Engineering in Polymer Science from Pune University and a Masters in Management Studies in Finance from NMIMS, Mumbai University.
Ramesh has 17 years of experience in investing and financial analysis across sectors. Ramesh had founded Ashoka Capital Advisers that advised a fund and family offices on equity investment in South Asia. Earlier, he was part of the two-member team which invested in South Asia in equity and debt for Alden Global Capital, a US based hedge fund for over 7 years. Prior to this, he was an analyst at CRISIL (majority owned by Standard and Poor’s), India’s leading rating agency and covered the financial sector.
Ramesh is a CFA charter holder, MBA from Faculty of Management Studies, Delhi and a Chartered Accountant.
Parag has over 13 years of experience in institutional equity research in Banking and Financial Services Institutions (BFSI) sector. Prior to joining White Oak Capital, he worked as a lead analyst with Religare Capital. Before that, he has worked with Macquarie and other brokerage firms covering BFSI sector. He was highly rated by marquee institutional clients for his original think pieces and primary research work.
Parag is a Chartered Accountant under the Institute of Chartered Accountants of India (ICAI). He did his MBA from K J Somaiya Institute of Management, Mumbai University. He also holds CFA charter from the CFA Institute (AIMR).
Rishi has 16 years of private equity and investment banking experience gained in the US, India and Middle East. Prior to his current role, he served as a Managing Director of The Abraaj Group’s deal execution team in South Asia. His responsibilities included investment strategy development, local relationship management (including regulators), deal sourcing & execution and portfolio monitoring (including board participation).
Prior to joining Abraaj, he worked in the Investment Banking Division at Goldman Sachs in New York & Chicago before moving to India as a part of Goldman’s start-up team. At Goldman Sachs, Mr. Maheshwari was a part of the Industrials Group and was involved in 10+ transactions, including sellside and buyside M&A’s, bank & bond financings and equity offerings. Additionally, he assisted the Executive Office in various capacities regarding India operations. Mr. Maheshwari holds a Bachelor of Science degree in Finance from the Indiana University, Bloomington.
Rohit has over 16 years of total experience with over 14 years in the investment industry having covered the Indian Telecom, Consumers and IT services sectors as a sell-side analyst at Kotak Institutional Equities. Rohit was consistently ranked amongst the top analysts in both his lead coverage sectors in polls conducted by Institutional Investor and Asia Money. Prior to his sell-side stint, Rohit spent a couple of years working with Ameriprise Financial as a financial analyst on areas like competitive intelligence and cost reengineering.
Rohit holds a Post Graduate Diploma in Management from IIM Calcutta and a B.E. (Honours) degree from BITS, Pilani.
Prior to joining White Oak Capital, Ayush has worked as an Investment Analyst at Avendus Capital. Before starting his career in Investment Management, he worked with Deutsche Bank and Credit Suisse across macro and equity structuring in Mumbai. He also had a short stint with UBS Investment Bank in Singapore.
Ayush holds a Bachelor’s degree in Engineering from IIT Delhi and a PGDM from IIM Ahmedabad.
Sagar has 6 years of experience in credit and venture capital. Prior to joining White Oak Capital, he worked as a Senior Associate at DMI Capital and was responsible for investment decisions across sectors like Healthcare, Renewables, Chemicals and Consumer. He also worked as an Investment Advisor at Angaros, a Singapore based Venture Capital firm. He is pursuing CFA and is a Level 3 candidate.
Sagar received a Bachelor’s degree in Commerce from Delhi University has a Masters in Finance from SP Jain.
Trupti has 12 years of total work experience, since starting her career as a statutory auditor with Ernst & Young’s affiliate in India, S. R. Batliboi & Co. She later joined the credit team at L&T Infrastructure Finance Limited where she was responsible for evaluating credit for large projects and corporate finance deals across Infrastructure, Resources and Capital goods. She has also been an entrepreneur and has run her own ecommerce venture prior to joining White Oak Capital.
Trupti is a Chartered Accountant and a graduate of commerce from Osmania University.
Chaitanya has a 2 years of work experience. He is a Chartered Accountant and has received a bachelor’s degree in Commerce (Accounting and Finance) from Mumbai University. He has worked as an Articled Assistant at Deloitte Haskins & Sells LLP where he worked on statutory audits in the Automobile, Financial services, Pharmaceutical, Chemicals and Industrial sectors.
Akshay has 6 years of private equity and investment banking experience in India. Prior to his current role at White Oak, Akshay worked as an Associate in the Investment team at Multiples Alternate Asset Management, an India focussed private equity fund where he evaluated investment opportunities in Financial Services, Healthcare and Technology sectors. His responsibilities included deal sourcing, investment analysis, and managing portfolio value creation activities. Prior to Multiples, Akshay worked in the Investment Banking division at Rothschild in the Mumbai office where he was a part of the Telecom Media and Technologies, and the Transportation group. Akshay was involved in marquee transactions in the sector including spectrum auctions, M&As and buy and sell-side advisory. Akshay holds a Bachelor of Engineering in Telecommunications from the Mumbai University and an MBA in Finance & Strategy from the Indian School of Business.
Aman has a 2 years of work experience Prior to joining White Oak Capital, Aman has worked as an Investigative Journalist with BloombergQuint where he was responsible for research and reportage of corporate governance issues. Prior to that, Aman worked as an Internal Auditor with Sharp & Tannan Associates for a total of 3 years as an articled assistant and later as employee. Aman is a Chartered Accountant and a graduate of commerce from Veer Narmad South Gujarat University.
Prior to joining White Oak Capital, Saurabh spent 10 years with JP Morgan – Global Real Assets business as Chief Financial Officer responsible for fund and property level reporting and management of their India Real Estate funds. The role encompassed fund accounting, cash management, investment/divestment structuring, investor and internal reporting’s, valuations, tax, audits, compliance, etc. Prior to joining JP Morgan, Saurabh was a director with BSR & Associates, a full member firm of KPMG. He has worked with KPMG for more than 10 years in their audit discipline. Saurabh was part of the financial services practice with KPMG and has diverse experience across various constituents of the financial services sector including banks, NBFCs, brokerage houses, private equity/venture capital funds, BPOs/KPOs, investment banks etc.
Saurabh is a Chartered Accountant from the Institute of Chartered Accountants of India (ICAI).
Ajith has 27 years of experience in investment operations, fund accounting, risk management, regulatory reporting, accounts and client servicing. Prior to joining White Oak Capital, he has worked with Edelweiss Financial Services as Vice President at their Prime Brokerage, Securities and Fund Services business advising Foreign Portfolio Investors on accessing Indian capital markets and on-boarding related matters. Before that, he was working with IIFL Capital (Singapore), a regulated investment manager under the Monetary Authority of Singapore (MAS), as the head of operations and client services at their Singapore office. Earlier, he has handled various assignments based out of Dubai and Mauritius with Kotak Mahindra group for their India bound asset management business.
Ajith is a graduate in commerce from the University of Madras.
Sandeep has 12 years of experience in the financial services industry. He began his career with Kotak Securities Limited and worked for close to 5 years. Prior to joining White Oak Capital, he headed Compliance and Legal functions at Ladderup Finance, Religare Wealth Management and Crest Wealth Management. Over the years, he has handled compliance, secretarial and legal profile for multiple businesses including broking, portfolio management service, AIF, FPI, merchant banking, wealth management and insurance broking.
Sandeep is a Company Secretary under the Institute of Company Secretaries of India (ICSI). He is a graduate in Law and Commerce from the Goa University.
Avinash has over 18 years of experience in IT Infrastructure Planning & Management, Networking, System Administration and Technical Support, out of which nearly 14 years he has spent in financial industry. Prior to joining White Oak Capital, he was Senior Manager – IT Infrastructure in ICICI Prudential Asset Management Company for around 12 years. Before that, he was working with HDFC Bank, Bangalore as a Team Leader.
He has done his Engineering in Computer Science from Dharwad.
Bibek has over 16 years of experience in the financial services industry. Prior to joining White Oak Capital, he was co-head of sales and distribution at Goldman Sachs Asset Management India responsible for Institutional clients and Private banks. He started his career with Benchmark Asset Management, pioneers in quantitative and passive asset management.
Bibek holds a Law degree from Symbiosis Law College, Pune.
Bhalchandra has over 29 years of experience in Retail Banking and Asset Management industry. Prior to White Oak Capital, he served as Chief – Operations Excellence and Service Delivery for 11 years with Nippon Life India AMC (erstwhile Reliance Nippon AMC) where he was responsible for building strong customer centric processes along with innovations. He has previously worked with brands like ICICI Bank, Standard Chartered and CitiBank.
Bhalchandra has diverse experience of spear heading functions like Customer Service, Digital Design, Registrar and Transfer Agency operations, Branch Operations, Custody, Fund Accounting across Mutual Funds, PMS and AIF offerings. As a banker, he pioneered new multiple segments of revenue generation by embedding various third-party products into core banking operations.
He has been an Active Board Member of MF Utilities Pvt Ltd, leading market infrastructure (on-line platform) company for Indian Mutual Funds. He has been instrumental in shaping its architecture and designing in collaboration with leading Fintech partner. He has also been a key member of the Mutual Fund industry body of India, AMFI (Association of Mutual Funds of India) for 10 years till Feb 2020.
Bhalchandra holds a Masters’ in Business Administration from Prin L.N. Welingkar Institute and Bachelor of Science (Chemistry) degree from D.G Ruparel College. He is a CFP from FPSB India & holds CFA - Claritas Investment Certificate.
Prateek is responsible for driving the overall business objectives through multiple distribution channels, innovative marketing strategies including digital and effective product architecture.
Prior to White oak, Prateek was the Head of Products and Solutions at Sanctum Wealth Management and was also a part of the Founding Management Team. In his role he managed the delivery of client solutions which included investments, wealth planning and real estate services.
Prateek has over 25 years of experience in Banking and Financial Services in India and the Middle East. Prior to Sanctum Wealth Management he worked with RBS Group, Franklin Templeton, Bank of America, ABN Amro Bank, HSBC and Commercial Bank of Qatar in the domains of Branch Banking, Credit Cards, Asset and Wealth Management.
Prateek holds a Bachelor's degree in Engineering, with a specialisation in Chemical Engineering, from the University of Mumbai. He has also obtained an MMS degree from the Jamnalal Bajaj Institute of Management Studies, with a specialisation in Finance.