Parag has completed over 13 years in institutional equity research Banking and Financial Services Institutions (BFSI) sector. Prior to joining White Oak, he worked as a lead analyst with Religare Capital. Before that he has worked with Macquarie and other domestic sell side firms covering BFSI sector. He was highly rated by marquee institutional clients for his original think pieces and primary research work in the sector. Parag is a chartered accountant and MBA from K J Somaiya Institute of Management of 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, he was a part of the Industrials Group and was involved in 10+ transactions, including sell-side and buyside M&A’s, bank & bond financings and equity offerings. Additionally, he assisted the Executive Office in various capacities regarding India operations.
Rishi 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.
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.
He received a Bachelor’s degree in Commerce from Delhi University and has done Masters in Finance from SP Jain School of Global Management. He is also pursuing CFA and is a Level 3 candidate.
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.
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 15 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.
Prashant founded White Oak Capital Management in June 2017. Prior to this he was the 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 started his professional investing career in 1998 at SSGA in Boston as senior portfolio officer of Enhanced International equity in the quant group. He started his career at 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 graduated with honors from Mumbai University with a BE in Mechanical Engineering and earned an MBA in Finance from Vanderbilt University, 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.
Anand has more than 9 years of experience across Equity Research, Fund Management and Derivatives. Before joining White Oak, at Unifi Capital he assisted the CIO in managing Blend & Deep Value Discount (DVD) funds and tracked Chemicals, Pharma and select midcaps across sectors. Prior to Unifi Capital, he worked with Sameeksha Capital and had a short stint with Citi Global Markets in London. He started his career in financial markets as a Derivatives trader with Futures First.
Anand has done M Sc. in Financial Economics from University of Oxford and graduated with distinction from Nirma Institute of Technology in Electronics & Communication engineering.
Neeraj has 4 years of experience in equity research on the buy side. Prior to joining White Oak, he worked as an investment analyst at Nepean Capital, an India focused mid and small-cap fund, where he covered a wide range of sectors including healthcare, chemicals, consumer, and financial services. Prior to Nepean Capital, he was an equity research analyst at Lazard Asset Management, in New York, covering the healthcare sector within US Equities.
Neeraj has a Bachelor of Arts in Economics and Psychology from Cornell University, New York.
Dipojjal comes with a little over 10 years of experience in Sell-Side Institutional research. He has extensive experience in macro and quant research. His last assignment was with UBS where he was an Equity Strategist in the top ranked Equity Strategy team. Prior to UBS he has worked for Edelweiss, RBS (later CIMB) and Antique Stock Broking. As a strategist, he has also collaborated on global thematic notes and also contributed to various other forums for the firms he has worked with.
Dipojjal has a Masters’ in Business Administration. His interests are cricket (especially IPL) and reading books (history, business and fiction). He also believes that Data Sciences is the way ahead and has hands on knowledge on R and Python.
Vishwamithra has an MBA from IIM Ahmedabad and a BCom from the University of Melbourne. Prior to his MBA, he worked in finance and project roles at Downer, an Australian engineering services company. Vishwamithra started his investing journey in global stocks, publishing some of his views on Seeking Alpha. He has also traded various FX, indices, metals and commodity markets.
Prior to joining White Oak Capital, Vineet started investing at the age of 16. He ended up co-founding and managing a special situations fund for 2 years during his college years. He is a gold medallist graduate from University of Delhi and holds an MBA from Indian Institute of Management, Ahmedabad.
Darshak is an MBA graduate from IIM Calcutta with a work experience of 18 months, including a brief stint in entrepreneurship. He is also a Mechanical Engineer from Nirma University. Before joining White Oak, Darshak was the research head of Joka Advantage Fund (student-run fund of IIM Calcutta). He also invested actively in Indian equities in his personal capacity. Apart from investments, he is interested in ‘Do It Yourself’ activities and adventure sports.
Vaibhav has over 13 years of experience in Sales and Distribution.
Prior to joining White Oak, Vaibhav was heading Delhi Wealth and Banks at Motilal Oswal AMC. In his previous stint with Canara Robeco AMC, he was responsible for managing banks, wealth and individual advisors.
Vaibhav has done his MBA from Amity International Business School, Noida
Karabi is responsible for managing and growing the business in Eastern India. Prior to joining White Oak Capital, Karabi has worked with organizations like Citibank, HSBC and IIFL Wealth.
She has 18 years of experience in the Banking and Financial sector. She has worked in various roles in the Wealth Management industry. She started her career in bancassurance and then moved on to become a successful Wealth Manager to Branch Head and a Private Banker.
Karabi holds a bachelor’s degree in Arts from Calcutta University. She has also done her Executive MBA from Indian Institute of Management, Calcutta.
Niraj has over 20 years of experience in Products, Business Strategy & Management, Sales and Distribution. Prior to joining White Oak, Niraj held multiple leadership roles across Head -Investment Product and Regional Investment Counsellor – Mumbai at Citi Bank India. He has also worked with Yes Bank & associated in the Family business of Stock Broking.
Niraj completed is Business Administration from Caridff University & has also attended Executive Program at the Wharton School.
Ajai Raj Singh- Ajai has over 16 years of experience of having worked at leading asset management firms, broking companies and private banks. He joins us from Nippon India AMC where he was responsible for building and growing the direct client and family office vertical across South India. Prior to that he has worked at ICICI Pru AMC, Motilal Oswal AMC and Securities, HDFC Bank and Kotak Securities in various leadership roles.
Ajai has done B-com from University of Allahabad and MBA from Wigan & Leigh College Bangalore.
Shriraj has over 16 years of experience in the financial services industry. Prior to joining White Oak Capital, he was heading fund raising & investor relationship at Welspun One Logistics Park responsible for Institutional clients and Private banks. He started his career with HDFC Bank.
Shriraj holds a masters from Stratford international university, London, UK.
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