About YES ASSET Management
YES ASSET Management is a company based in Mumbai (India) founded in 2013 was acquired by White Oak in August 2020.. YES ASSET 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
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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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- Legal Name Whiteoak Capital Trustee Limited
- Date of Incorporation 03 May, 2017
- Jurisdiction Mumbai, Maharashtra, India
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Annual Revenue
$13.2 K (USD)179.03as on Mar 31, 2022
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Net Profit
$-40.31 K (USD)-109.82as on Mar 31, 2022
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EBITDA
$-41.14 K (USD)-102.68as on Mar 31, 2022
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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Acquired by
White Oak
(Aug 21, 2020)
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Funding Insights of YES ASSET 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 |
Investors in YES ASSET Management
YES ASSET Management has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include WhiteOak Capital Management. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Investment management and advisory services are provided in India.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by YES ASSET Management
| 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 |
Financial Statements - YES ASSET 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 |
Yes Asset Management Comparisons
Competitors of YES ASSET Management
YES ASSET 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 Yes Asset Management
Frequently Asked Questions about YES ASSET Management
When was YES ASSET Management founded?
YES ASSET Management was founded in 2013.
Where is YES ASSET Management located?
YES ASSET Management is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.
Who is the current CEO of YES ASSET Management?
Vivek Kanwar is the current CEO of YES ASSET Management.
What is the annual revenue of YES ASSET Management?
Annual revenue of YES ASSET Management is $13.2K as on Mar 31, 2022.
What does YES ASSET Management do?
Founded in 2013, YES ASSET Management operates as a diversified firm in the asset management sector. Services encompass portfolio management and investment strategies across various asset classes. Based in Mumbai, India, the company focuses on domestic and international markets. Leadership is provided by CEO Vivek Kanwar, with operations centered on client assets and risk assessment.
Who are the top competitors of YES ASSET Management?
YES ASSET Management's top competitors include Fidelity Investments, UTI Mutual Fund and Goldman Sachs.
Who are YES ASSET Management's investors?
YES ASSET Management has 1 investor. Key investors include WhiteOak Capital Management.
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