WhiteOak Capital Mutual Fund

Founded by Mr Prakash Khemka in June 2017, White Oak Capital Asset Management Limited is a money management firm with a strong presence in the mutual fund domain of India. White Oak Capital AMC, previously known as Yes Mutual Fund, prioritizes research and the adept implementation of financial services. The firm’s global presence in more than four countries, including Singapore, Mauritius, the UK, and Switzerland, has been a significant contribution to Foreign Portfolio Investment inflows in India during the last three years.

What makes White Oak Capital Mutual Funds stand apart from other asset management and firms is its unique analytical approach towards equity, which is driven by data that gives a deeper understanding of financial processes and profitability. This ultimately aids in the creation of a balanced portfolio. 

The foundation of White Oak Capital is built on the principle of supreme execution of services, thus giving utmost importance to the performance of their mutual funds. White Oak Capital Mutual Funds Online in India constantly evaluates and assesses its financial services rather than focusing on results to refine its schemes. 

The entities of the White Oak group accumulatively hold Assets Under Management (AUM) worth USD ~ 5.6 billion (as of 31st October 2021). Aiming for a more international client base, White Oak Capital Mutual Funds Online manages sovereign wealth funds, pension plans, endowments, individuals and family offices investing in India through a design of independently maintained investment funds and accounts.

Top 10 WhiteOak Mutual Funds Schemes –

Fund Name
1Y Returns
Fund Size (in Cr)
WhiteOak Capital Ultra Short Term Fund – Direct Growth Debt Low 4.02 2 38
WhiteOak Capital Liquid Fund – Direct Growth Debt Low 3.23 1 59
WhiteOak Capital Overnight Fund – Direct Growth Debt Low 3.33 1 33
Asset Management Company Name White Oak Capital
Sponsored by GPL Finance
Founded on June 2017
Founder Mr Prashant Khemka
Chief Business Officer  Prateek Pant
Executive Director and Chief Executive Officer (CEO) Aashish P. Somaiyya
Chief Operations Officer Bhalchandra Joshi
Managers Mr Parag Jariwala, CFA (Director – Investments)

Mr Rishi Maheshwari (Director – Investments)

Mr Rohit Chordia (Director – Investments)

Mr Ayush Abhijeet (Associate Director – Investments)

Mr Anand Bhavnani (Associate Director – Investments)

Registered Office  Cnergy, B2/B3, 6th Floor, Appasaheb Marathe

Marg, Prabhadevi, Mumbai, Maharashtra 400025.

Registration Number – LLP AAJ-6257

White Oak Capital Top Managers

Mr Parag Jariwala

Mr Parag Jariwala serves as one of the investment directors at White Oak Capital. He possesses immense knowledge in the banking and finance domain, having spent more than thirteen years researching equity markets. His rich background in the BFSI sector includes professional commitments at Religare Capital, Macquarie, and other domestic firms. At Macquarie, he was praised by the clients for his research-backed articles. 

Mr Rishi Maheshwari

Mr Rishi Maheshwari’s currently serves as a director at White Oak Capital. His expertise in investment banking and private equity stems from his vast experience working in the US, India and Middle East. He also worked at Goldman Sachs in New York & Chicago. His academic qualifications include a Bachelor of Science degree in Finance from the Indiana University, Bloomington.

Mr Rohit Chordia

Before joining White Oak Capital as a director, he worked as an analyst at Kotak Institutional Equities. He has more than fourteen years of experience in the investment domain. His prominent achievements include being ranked as a top analyst in Institutional Investor and Asia Money polls. He worked as a financial analyst with Ameriprise Financial on a research front, contributing toward areas of study like competitive markets and cost modifications.  

Mr Ayush Abhijeet

Mr Ayush Abhijeet works with White Oak as an Associate Director, managing the technology branch. Apart from working in the investment sector, he was previously employed in the macro structuring and trading departments at Credit Suisse and Deutsche Bank in Mumbai. Later, he worked as an Investment Analyst at Avendus Capital in Indian public equities. His noteworthy educational attainments include a Bachelor’s degree in engineering from IIT Delhi and an MBA from IIM Ahmedabad.

Mr Anand Bhavnani

Mr Anand Bhavnani has a deep understanding of equity funds and economic management, having spent more than nine years in this field of work. His first stint in the finance management profession was as a Derivatives trader with Futures First. Before joining White Oak Capital as an Associate Director, he worked at Unifi Capital, Sameeksha Capital, and Citi Global Markets.