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
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Net Profit
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EBITDA
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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
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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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Portfolio management services are offered for tailored investments.
Equity funds are managed for Indian market investments.
Offshore investment options are provided for global clients.
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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.
- Total Funding Total Funding
- Total Rounds 1
- Last Round Series B — $10.3M
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First Round
First Round
(01 Jan 2024)
- Investors Count Investors Count
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jan, 2024 | Amount | Series B - WhiteOak Capital Management | Valuation |
investors |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Diversified assets are managed by the firm in financial markets.
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2013 | ||||
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Cloud-based cost estimation software is offered for construction sectors.
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1996 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - WhiteOak Capital Management
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Whiteoak Capital Management Comparisons
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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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| domain | founded_year | HQ Location |
Mutual funds, portfolio management, and retirement planning services are offered.
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| domain | founded_year | HQ Location |
Platform offering business intelligence solutions that combine data and actionable analytics for clients
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| domain | founded_year | HQ Location |
Commercial banking and asset management services are offered worldwide.
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| domain | founded_year | HQ Location |
Software suites for banks and financial institutions are provided.
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| domain | founded_year | HQ Location |
Financial services are provided to asset managers worldwide.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Whiteoak Capital Management
Frequently Asked Questions about WhiteOak Capital Management
When was WhiteOak Capital Management founded?
WhiteOak Capital Management was founded in 2017 and raised its 1st funding round 7 years after it was founded.
Where is WhiteOak Capital Management located?
WhiteOak Capital Management is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.
Who is the current CEO of WhiteOak Capital Management?
Aashish P Somaiyaa is the current CEO of WhiteOak Capital Management.
Is WhiteOak Capital Management a funded company?
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 01, 2024.
How many employees does WhiteOak Capital Management have?
As of Apr 01, 2024, the latest employee count at WhiteOak Capital Management is 40.
What does WhiteOak Capital Management do?
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.
Who are the top competitors of WhiteOak Capital Management?
WhiteOak Capital Management's top competitors include Fidelity Investments, UTI Mutual Fund and Goldman Sachs.
What products or services does WhiteOak Capital Management offer?
WhiteOak Capital Management offers Portfolio Management Services, White Oak India Equity Fund, and Offshore Offerings.
How many acquisitions has WhiteOak Capital Management made?
WhiteOak Capital Management has made 2 acquisitions, including Benchmark Estimating Software, and YES ASSET Management.
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