🎉 Celebrating 3 years of growth, discipline, and smart tax savings! A big thank you to all our investors and partners for being a part of the WhiteOak Capital ELSS Tax Saver Fund's journey. #3yearAnniversary #MutualFund #ELSS #SmartInvestment #WhiteOakCapital
WhiteOak Capital
Investment Management
Mumbai, Maharashtra 46,688 followers
Investment Excellence | Wealth Creation | The Art and Science of Investing
About us
WHO ARE WE? WhiteOak Capital Group comprises companies engaged in investment management and advisory services. Underpinned by strong investment values, we aim to deliver tangible results for all stakeholders over the long-term. OUR VISION We at WhiteOak Capital, follow a strong performance-first culture, with a vision of being a performance-centric organisation with a strong and trustworthy investment culture. INVESTMENT CULTURE AT WHITEOAK CAPITAL With a seasoned team of global investment professionals, a time-tested investment philosophy and a disciplined research process, we aim to build balanced portfolios that give you long-term benefits. WhiteOak Capital Group Companies (in India) includes : White Oak Capital Management LLP (PMS & AIF) – www.whiteoakindia.com WhiteOak Capital Asset Management Limited (Mutual Fund) – mf.whiteoakamc.com
- Website
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https://mf.whiteoakamc.com/
External link for WhiteOak Capital
- Industry
- Investment Management
- Company size
- 201-500 employees
- Headquarters
- Mumbai, Maharashtra
- Type
- Privately Held
- Founded
- 2017
Locations
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Primary
Get directions
Cnergy, 6/2B, Appasaheb Marathe Marg
Prabhadevi
Mumbai, Maharashtra 400025, IN
Employees at WhiteOak Capital
Updates
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Executing dynamic asset allocation across equity and debt, the WhiteOak Capital Balanced Advantage Fund has not only meaningfully participated in the equity market over the full market cycle but has also managed to reduce the intermittent volatility generally associated with pure equity investments. Read on 👇to know how #BalancedInvesting #DynamicAssetAllocation #MutualFundInsights #SmartInvesting #InvestmentInsights
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Here's to the 1st Anniversary of our Digital Bharat Fund! Thanking all our investors and partners for their contribution and looking forward to many more milestones in this journey together! #1stanniversary #digitalbharatfund #mutualfunds #WhiteOakCapital
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With AI quite literally rewriting the rules of fintech, most of us look forward to the Tech Afficionados for insights on what's likely to come. Honoured to have one such mind from our ranks, Rahul Dayal (CTO, WhiteOak Capital AMC), represent us among digital thought leaders on Responsible and Ethical Data Sourcing for AI Deployment at the Global Fintech Fest 2025.
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Caution ⚠️: Panicking can be cat-astrophic for wealth building. #StayCalmStayInvested #StayInPlay #longterminvestment #InvestmentInsights #MarketMeme
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Diversified across asset classes such as Equity, Debt, Gold, etc. the WhiteOak Capital Multi Asset Allocation Fund prioritizes optimization for risk-adjusted returns by tapping into the chemistry of how asset classes react amongst themselves. Catch a glimpse of its journey so far👇 #MultiAssetAllocation #InvestmentInsights #SmartInvesting #MutualFund #WhiteOakCapital
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Investing via UPI now has an added layer of security with SEBI verified UPI handles for intermediaries. Identify these verified UPI Ids with the @valid in their name and the green safety icon in their QR Codes. #InvestorSafety #SEBI #UPI #SEBIverifiedUPI #SecurePayments #InvestorInformation #FinancialSafety
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Celebrating Indian Airforce Day #indianairforce #IndianAirForceDay #WhiteOakCapital
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Stay informed with the latest data-driven insights on market trends, valuations, sectoral indices, and the evolving performance of emerging markets! Here's the latest issue of our Monthly Market Perspective 📰 #MarketPerspective #InvestorUpdate #Nifty50trends #SectoralUpdates #EmergingMarkets #FII #DII #StockMarketTrends #MarketUpdate #MutualFunds
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SEBI's Arth Yatra Contest 2025 is your chance to creatively spread the message of smart investing and investor awareness! Submit your entries by October 15, 2025 and stand a chance to win exciting cash prizes. Check out the video to know how to participate and visit: https://lnkd.in/dQya5gqS for more details @SEBI @AMFI #SEBI #Arthyatra2025 #Contest #SEBIvsSCAM #WorldInvestorWeekIndia