About WhiteOak Capital Management
WhiteOak Capital Management is a Financial Services company based in Mumbai (India) founded in 2017 by Prashant Khemka. Investment management and advisory services are provided in India. It operates on a Professional Services and Commission-Based model. WhiteOak Capital Management has raised $10.32 million across 1 funding round. The company has 40 employees. WhiteOak Capital Management has completed 2 acquisitions, including Benchmark Estimating Software and YES ASSET Management. Its chief executive, as recorded, is Aashish P Somaiyaa. Its website whiteoakindia.com draws about 21 thousand monthly visits. Its Indian entity White Oak Capital Management Consultants Llp reported revenue of ₹87.39 Cr. WhiteOak Capital Management offers products and services including Portfolio Management Services, White Oak India Equity Fund, and Offshore Offerings. Its focus areas include Financials, Asset Management and Equity Funds. Its competitors include UTI Mutual Fund, 360 One and Avendus; 2 of its 3 listed competitors have raised funding.
Company details
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.
- Headquarters Mumbai, India
- Employees 40
- Founders Prashant Khemka
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website whiteoakindia.com
- Social LinkedIn X Facebook Instagram YouTube
- Legal Name White Oak Capital Management Ltd.
- Date of Incorporation 06 Jun, 2017
- Jurisdiction Mumbai, Maharashtra, India
- Annual Revenue₹87.39 Cr
FY 2025 · -67% YoY
- Net Profit₹18.01 Cr
FY 2025 · 21% margin
- EBITDA₹28.46 Cr
FY 2025 · 33% margin
- Total Equity Funding$10.32M (USD)
in 1 rounds
- Latest Funding Round$10.32M (USD), Series B
Jan 2024
- Employee Count40
- Investments & AcquisitionsBenchmark Estimating Software
& 1 more
Associated legal entities of WhiteOak Capital Management
WhiteOak Capital Management operates through White Oak Capital Management Consultants Llp (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| White Oak Capital Management Consultants Llp CIN AAJ-6257 | Active | 06 Jun 2017 | Mumbai, Maharashtra | ₹87.4 Cr | 40 | 3 | View details |
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.
Apps and channels of WhiteOak Capital Management
its YouTube channel WhiteOak Capital has 4.7K subscribers and 30 videos.
Videos from WhiteOak Capital Management
The most watched videos on WhiteOak Capital Management's YouTube channel, WhiteOak Capital (4.7K subscribers). Click a video to play it here.
More on WhiteOak Capital.
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.
- Total Funding $10.32M
- Total Rounds 1
- Last Round Series B — $10.32M
- First Round $10.32M
(Jan 2024)
All 1 funding rounds of WhiteOak Capital Management with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jan 2024 | $10.32M | Series B | – | – | – |
Board of directors of White Oak Capital Management Consultants Llp (WhiteOak Capital Management)
White Oak Capital Management Consultants Llp is the primary company behind WhiteOak Capital Management. The board of White Oak Capital Management Consultants Llp currently have 3 directors; the longest-serving is Mayadevi Rajendra Khemka, appointed in 2017. 5 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Mayadevi Rajendra Khemka DIN 01533635 | Designated Partner | 24 Aug 2017 | 9 yrs 2 mo | White Oak Capital Management Consultants Llp |
| Rajendra Shubhkaran Khemka DIN 01533619 | Designated Partner | 21 Jan 2022 | 4 yrs 9 mo | White Oak Capital Management Consultants Llp |
| Rohit Kumar Chordia DIN 10334284 | Designated Partner | 25 Sep 2023 | 3 yrs | White Oak Capital Management Consultants Llp |
People of WhiteOak Capital Management
6 people are tracked at WhiteOak Capital Management (5 in leadership, 1 in team); the tracked headcount is 40.
| Name | Role | Group |
|---|---|---|
| Founder | Leadership | |
Aashish P Somaiyaa | CEO | Leadership |
Prathama Karangutkar | Associate Vice President - Human Resources | Leadership |
Matt Wigginton | Founder | Leadership |
Aban Ghai | Senior Vice President - Human Resources | Leadership |
Riddhi Gosalia | Human Resources Manager | Team |
Complete people profiles for WhiteOak Capital Management
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Financials of WhiteOak Capital Management
Figures of White Oak Capital Management Consultants Llp, the primary company behind WhiteOak Capital Management, for FY 2025. Revenue was ₹87.39 Cr (-67% year on year). Net profit was ₹18.01 Cr (21% margin). EBITDA was ₹28.46 Cr (33% margin). Revenue has grown at a compounded annual rate of -30% over three years and +16% over five years.
- ₹87.39 CrRevenue · FY 2025 · -67% YoY
- ₹18.01 CrNet profit · 21% margin
- ₹28.46 CrEBITDA · 33% margin
- 40Employees (provident fund records)
- -30%Revenue CAGR, 3 years
- +16%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of White Oak Capital Management Consultants Llp are on its company page.
Detailed financial statements for WhiteOak Capital Management
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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.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Cloud-based cost estimation software is offered for construction sectors. | benchmarkestimating.com | Sydney, Australia | 1996 | Sep 2022 | •••• | |
Diversified assets are managed by the firm in financial markets. | yesamc.in | Mumbai, India | 2013 | Aug 2020 | •••• |
Complete acquisition details for WhiteOak Capital Management
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Timeline of WhiteOak Capital Management
4 dated milestones of WhiteOak Capital Management across 7 years, from founding to its latest funding, stage changes and deals.
- Founded WhiteOak Capital Management is founded.
- Acquisition Acquires YES ASSET Management.
- Acquisition Acquires Benchmark Estimating Software.
- Funding First funding round of $10.3M.
Competitors of WhiteOak Capital Management
WhiteOak Capital Management has 3 listed competitors in our database, 2 of them funded. They include UTI Mutual Fund, 360 One and Avendus.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| utimf.com | 2001 | Mumbai, India | $142.4M | 1,468 | Mutual funds, portfolio management, and retirement planning services are offered. | |
| 360.one | 2008 | Mumbai, India | 65 | Asset and wealth management software is provided for businesses. | ||
| avendus.com | 1999 | Mumbai, India | $178.11M | 215 | Corporate advisory and investment services are provided to clients. |
Detailed competitors of WhiteOak Capital Management
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Web traffic of WhiteOak Capital Management
The website of WhiteOak Capital Management (whiteoakindia.com) receives about 20.5K visits a month.
- Monthly visits20.5K
▲ 23.2% vs previous month
Websites whose visitors overlap most with WhiteOak Capital Management. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
aequitasindia.in | aequitasindia.in | 100% | #461,948 | – | |
screener.in | screener.in | 100% | #1,968 | – | |
apmiindia.org | apmiindia.org | 94% | #382,073 | – | |
| dezerv.in | 94% | 464.9K | #95,248 | View details | |
| pmsbazaar.com | 94% | 64.6K | #425,933 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 7 similar websites and full traffic analytics for WhiteOak Capital Management
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Top companies in Asset Management
3 companies that operate in the same segment as WhiteOak Capital Management (Asset Management) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | ||||
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Online platform for stock trading, mutual funds, and investment tools. | 1994 | Mumbai, Maharashtra, India |
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Related news about 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 CEO of WhiteOak Capital Management, as recorded in our data.
WhiteOak Capital Management is a funded company, having raised a total of $10.32M across 1 funding round to date. The company's 1st funding round was a Series B of $10.32M, raised on Jan 2024.
WhiteOak Capital Management has 40 employees.
The primary company behind WhiteOak Capital Management, White Oak Capital Management Consultants Llp, reported revenue of ₹87.39 Cr for FY 2025, down 67% year on year.
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 UTI Mutual Fund, Avendus and 360 One.
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.
WhiteOak Capital Management operates through White Oak Capital Management Consultants Llp.
The legal entities of WhiteOak Capital Management currently have 3 directors, including Mayadevi Rajendra Khemka, Rajendra Shubhkaran Khemka, Rohit Kumar Chordia.