About WhiteOak Capital Management
WhiteOak Capital Management is a company based in Mumbai (India) founded in 2017 by Prashant Khemka. It operates as a Professional Services and Commission-Based. WhiteOak Capital Management has raised $10.32 million across 1 funding round. The company has 40 employees as of April 01, 2024. WhiteOak Capital Management has completed 2 acquisitions, including Benchmark Estimating Software and YES ASSET Management. WhiteOak Capital Management offers products and services including Portfolio Management Services, White Oak India Equity Fund, and Offshore Offerings. WhiteOak Capital Management operates in a competitive market with competitors including Fidelity Investments, UTI Mutual Fund, S&P Global, Bank of America and FIS, among others.
- Headquarter Mumbai, India
- Employees 40 as on 01 Apr, 2024
- Founders Prashant Khemka
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Sectors
Financial Services
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Email
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Phone
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Website
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Social
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- Legal Name White Oak Capital Management Ltd.
- Jurisdiction Mumbai, Maharashtra, India
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Total Equity Funding
$10.32 M (USD)
in 1 rounds
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Latest Funding Round
$10.32 M (USD), Series B
Jan 01, 2024
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Investors
Not available
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Employee Count
40
as on Apr 01, 2024
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Investments & Acquisitions
Benchmark Estimating Software
& 1 more
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Products & Services of WhiteOak Capital Management
WhiteOak Capital Management offers a comprehensive portfolio of products and services, including Portfolio Management Services, White Oak India Equity Fund, and Offshore Offerings.
Portfolio management services are offered for tailored investments.
Equity funds are managed for Indian market investments.
Offshore investment options are provided for global clients.
People of WhiteOak Capital Management
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Funding Insights of WhiteOak Capital Management
WhiteOak Capital Management has successfully raised a total of $10.32M through 1 strategic funding round. The most recent funding activity was a Series B round of $10.32 million completed in January 2024. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
Investments & Acquisitions by WhiteOak Capital Management
WhiteOak Capital Management has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Benchmark Estimating Software and YES ASSET Management.
Investment portfolio details for WhiteOak Capital Management
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Diversified assets are managed by the firm in financial markets.
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Cloud-based cost estimation software is offered for construction sectors.
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Complete acquisition details for WhiteOak Capital Management
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Verified entity values are shown only after access is granted.
Financial Statements - WhiteOak Capital Management
Detailed financials for WhiteOak Capital Management
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Whiteoak Capital Management Comparisons
Peer comparison for WhiteOak Capital Management
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Competitors of WhiteOak Capital Management
WhiteOak Capital Management operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, UTI Mutual Fund, S&P Global, Bank of America and FIS, among others.
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Mutual funds, portfolio management, and retirement planning services are offered.
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Platform offering business intelligence solutions that combine data and actionable analytics for clients
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Commercial banking and asset management services are offered worldwide.
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Software suites for banks and financial institutions are provided.
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Financial services are provided to asset managers worldwide.
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Detailed competitors of WhiteOak Capital Management
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Verified entity values are shown only after access is granted.
Latest news on Whiteoak Capital Management
Complete news archive for WhiteOak Capital Management
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Frequently Asked Questions about WhiteOak Capital Management
WhiteOak Capital Management was founded in 2017 and raised its 1st funding round 7 years after it was founded.
WhiteOak Capital Management is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.
Aashish P Somaiyaa is the current CEO of WhiteOak Capital Management.
WhiteOak Capital Management is a funded company, having raised a total of $10.32M across 1 funding round to date.
As of Apr 01, 2024, the latest employee count at WhiteOak Capital Management is 40.
Investment management and advisory services are offered by WhiteOak Capital Management, focusing on Indian equity markets. A wide array of fund vehicles domiciled in India, Ireland, Mauritius, and the UK are managed for individual and institutional investors globally. Segregated managed accounts are provided for leading global institutions. The company operates with research teams based in India and Singapore, alongside sales and distribution offices in Switzerland and the UK. A performance-first culture is maintained through stock selection philosophy, high-calibre research, disciplined processes, and balanced portfolio construction.
WhiteOak Capital Management's top competitors include Fidelity Investments, UTI Mutual Fund and Goldman Sachs.
WhiteOak Capital Management offers Portfolio Management Services, White Oak India Equity Fund, and Offshore Offerings.
WhiteOak Capital Management has made 2 acquisitions, including Benchmark Estimating Software, and YES ASSET Management.