Green Oak Assests – Integrity. Competence. Professionalism.

You are unique,
So should be your
Financial Guidance

Your Family CFO

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.

Your wealth deserves a specialist

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.

Client First

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 wealth deserves a specialist

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.

Client First

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.

You are unique,
So should be your
Financial Guidance

Your Family CFO

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.

You are unique,
So should be your
Financial Guidance

Your Family CFO

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.

Your wealth deserves a specialist

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.

Client First

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.

About Us

Why choose Green Oak Assets?

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.

Investment approach for Private Wealth

Anything that is relevant to your life is relevant to managing your wealth. True wealth Guidance requires a holistic view and approach. It requires full assessment of your family needs, your long and short-term goals, tolerance for risk, tax laws and more.

We manage wealth through the process of Lifestyle Goal assessment. This involves making a customized Goal plan that is in sync with your lifestyle dreams along with holistic view on the life journey.

Meet our experts

Our Services

We offer various services

Legacy Planning
and Trust

Legacy Planning and Trust

A robust succession plan prepared with thought and consideration can ensure your family’s security and effectively manage your legacy.

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Managing and Growing Money

Through our research process we are able to build an optimized portfolio that matches with your time horizon, return objective and risk tolerance.

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Loans & Mortgages

In an open architecture model, our experienced team partners with a complete range of financial institutions to source the best lending solution for our clients.

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Retirement
Goal Setting

Retirement Planning

At Green Oak we believe, your wealth is an enabler for a more fulfilling life. For many client families, retirement is about an active Lifestyle.

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Private Equity and Unlisted Space

We are robust platform to cater for all investment avenues such as fixed deposits, direct equities, Portfolio Management services...

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Offshore
Investments

Offshore Investments

We understand your investment needs and can offer multiple investment options for you to choose from as per the...

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John DoeCEO

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John DoeCEO

You are unique,
So should be your
Financial Guidance

Your Family CFO

Your wealth deserves a specialist

Client First