Who we are

Green Oak Assets is a specialist boutique wealth optimization 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.

We are committed to managing our clients’ wealth efficiently, effectively and innovatively. It is by design that our Client-to-RM ratio is nearly one- tenth of large service providers enabling us to provide high level of attention and customized offering to each client. Our client profile consists of CEOs, CXOs, successful professionals and entrepreneurs.

What inspires us

The foundation of Green Oak Assets was guided by a single minded client centric approach. Its practice model was built around the very needs of a client. 

Firm will act as 360 Finance partner for it’s individual and institutional clients. We work on 100 % open architecture model with highest quality of professional partnership becoming CFO for client on helping on personal wealth.

Integrity, Competence and professionalism are the three most important guiding principal we have.

Single destination for your investments

We offer a pool of products and services across various asset classes. Be it equity, derivatives, mutual funds, fixed deposits, NCDs, insurance, bonds, currency derivatives, we have a product that suits each of your investment needs.