Successful indian families are increasingly recognizing the value of a 'Family CFO' - an experience guide, a financial coordinator & an advocate who would offer unbiased expertise within the unique context of that family's circumstances and goals.
We believe our combined extensive private banking & financial services experience gives us the necessary expertise to help our clients achieve their wealth protection & wealth creation objectives.
At Green Oak Assets, we have a singular passion - to be client centric & that guides everything we do. We believe that caring for your wealth should be an enduring relationship, not a cold transaction. That your trust, should be earned not expected.
Your Personal CFO in true sense. Specialist by your side to offer unique and customized financial services.
We follow phygital in true sense, by putting technology to work for you along with complete human touch.
Ensuring end to end solutioning along with cutting edge technology, using agility to give seamless experience.
Green Oak Assets is a specialist boutique wealth firm. It is founded by seasoned private bankers to provide client centric financial expertise.
The integrity deep rooted in our values gives our independent firm the freedom to concentrate on the long-term view, without the influence of external stakeholders. This allows us to give you our undivided attention, offer pioneering strategies and deliver successful investment performance.
B. Tech, MBA – Sr. Private banker for more than the last 15 years
B. Tech, MBA – Sr. Private banker for more than the last 15 years
B.Tech (IIT – Delhi), IIM-A, Sr. Strategic Consular
B.Tech (IIT- Kanpur), IIM – A, Strategic Consular – Private Equity
The man, who is in a stable condition in hospital, has “potentially life-changing injuries” after
The man, who is in a stable condition in hospital, has “potentially life-changing injuries” after
The man, who is in a stable condition in hospital, has “potentially life-changing injuries” after
AMFI Registration No. : 195185 | Date of Registration – 10/01/2022 | Current Validity – 09/01/2025
www.greenoakassets.com is the online website of Green Oak Assets LLP, which is registered with ARN – 195185 as an AMFI-registered Mutual Fund Distributor. The website aims to provide educational and informative details related to investments and also offers an online transaction facility for Mutual Funds. We do not charge any fees for any calculators or information shared on the website or customer login because we earn our commissions from Mutual Fund companies. The website and firm do not guarantee any returns or financial goal success by any means.
