WHITE OAK INDIA EQUITY PORTFOLIO

Aashish is responsible for strategizing, growing and managing the operations of WhiteOak Capital AMC. Prior to joining White Oak Capital, Aashish served for nearly 8 years as Managing Director and CEO of Motilal Oswal Asset Management Company, growing equity AUM from approximately INR 1,300 Cr ($150 mn) in 2013 to over INR 42,000 Cr ($5.6 bn) across PMS, AIF, offshore funds, and domestic mutual funds. Motilal Oswal AMC was awarded Brand of the Year at the CNBC India Business Leadership Awards in 2018. Prior to Motilal Oswal AMC, Aashish headed sales and distribution of ICICI Prudential AMC for MF, PMS, and Real Estate offerings across India and the Middle East. He has over 20 years of experience in business strategy, process-driven sales and distribution, and product development in asset management. He holds a B.E. in Polymer Science from Pune University and an MMS in Finance from NMIMS, Mumbai University.

Anand has more than 9 years of experience across Equity Research, Fund Management, and Derivatives. Before joining White Oak, at Unifi Capital he assisted the CIO in managing Blend & Deep Value Discount (DVD) funds and tracked Chemicals, Pharma and select midcaps. Prior to Unifi Capital, he worked with Sameeksha Capital and had a short stint with Citi Global Markets in London. He started his career in financial markets as a Derivatives trader with Futures First. Anand holds an M.Sc. in Financial Economics from the University of Oxford and graduated with distinction from Nirma Institute of Technology in Electronics & Communication Engineering.

Parag has completed over 13 years in institutional equity research in the Banking and Financial Services Institutions (BFSI) sector. Prior to joining White Oak, he worked as a lead analyst with Religare Capital, and before that with Macquarie and other domestic sell-side firms covering the BFSI sector. He was highly rated by marquee institutional clients for his original think pieces and primary research. Parag is a Chartered Accountant, holds an MBA from K.J. Somaiya Institute of Management of Mumbai University, and holds the CFA charter from the CFA Institute.

Sagar has 6 years of experience in credit and venture capital. Prior to joining White Oak Capital, he worked as a Senior Associate at DMI Capital, responsible for investment decisions across Healthcare, Renewables, Chemicals, and Consumer sectors. He also worked as an Investment Advisor at Angaros, a Singapore-based Venture Capital firm. He holds a Bachelor's degree in Commerce from Delhi University and a Master's in Finance from SP Jain School of Global Management. He is pursuing CFA (Level 3 candidate).

Darshak is an MBA graduate from IIM Calcutta with 18 months of work experience, including a brief stint in entrepreneurship. He is also a Mechanical Engineer from Nirma University. Before joining White Oak, Darshak was the research head of Joka Advantage Fund (student-run fund of IIM Calcutta) and invested actively in Indian equities in his personal capacity.

Prior to joining White Oak Capital, Saurabh spent 10 years with JP Morgan – Global Real Assets business as Chief Financial Officer, responsible for fund and property level reporting and management of their India Real Estate funds, encompassing fund accounting, cash management, investment/divestment structuring, investor and internal reporting, valuations, tax, audits, and compliance. Before JP Morgan, Saurabh was a director with BSR & Associates (a KPMG member firm), where he spent 10+ years in their financial services audit practice covering banks, NBFCs, brokerage houses, private equity/venture capital funds, BPOs/KPOs, and investment banks. He is a Chartered Accountant from the ICAI.

Bhalchandra has over 29 years of experience in Retail Banking and Asset Management. Prior to White Oak Capital, he served as Chief – Operations Excellence and Service Delivery for 11 years with Nippon Life India AMC (erstwhile Reliance Nippon AMC), responsible for building customer-centric processes and innovations. He previously worked with ICICI Bank, Standard Chartered, and CitiBank. His diverse experience spans Customer Service, Digital Design, Registrar and Transfer Agency operations, Branch Operations, Custody, and Fund Accounting across Mutual Funds, PMS, and AIF. He was an Active Board Member of MF Utilities Pvt Ltd and was a key member of AMFI for 10 years till February 2020. He holds an MBA from Prin L.N. Welingkar Institute and a B.Sc. (Chemistry) from D.G. Ruparel College. He is a CFP from FPSB India and holds the CFA Claritas Investment Certificate.

Prateek is responsible for driving overall business objectives through multiple distribution channels, innovative marketing strategies, and effective product architecture. Prior to White Oak, Prateek was Head of Products and Solutions at Sanctum Wealth Management and part of the Founding Management Team. He has over 25 years of experience in Banking and Financial Services in India and the Middle East, having worked with RBS Group, Franklin Templeton, Bank of America, ABN Amro Bank, HSBC, and Commercial Bank of Qatar in Branch Banking, Credit Cards, Asset and Wealth Management. He holds a B.E. in Chemical Engineering from the University of Mumbai and an MMS in Finance from Jamnalal Bajaj Institute of Management Studies.

Sandeep has 15 years of experience in the financial services industry. He began his career with Kotak Securities Limited for close to 5 years. Prior to joining White Oak Capital, he headed Compliance and Legal functions at Ladderup Finance, Religare Wealth Management, and Crest Wealth Management. He has handled compliance, secretarial, and legal profiles for broking, PMS, AIF, FPI, merchant banking, wealth management, and insurance broking businesses. He is a Company Secretary (ICSI) and a graduate in Law and Commerce from Goa University.

Mithil has over 10 years of experience in finance, taxation, and accounting. Prior to joining White Oak, he worked as Head Audit and Taxation with Kamdar Desai & Patel (CA firm), responsible for audit and taxation of large corporate and non-corporate clients across financial services, manufacturing, IT, etc. He started his career with the Global Tax Advisory Team at Haribhakti & Co, a BDO International member firm. He is a Chartered Accountant from the ICAI and holds an honours master's degree in Commerce from Mumbai University.

Bibek has over 16 years of experience in the financial services industry. Prior to joining White Oak Capital, he was Co-Head of Sales and Distribution at Goldman Sachs Asset Management India, responsible for Institutional clients and Private Banks. He started his career with Benchmark Asset Management, pioneers in quantitative and passive asset management in India. Bibek holds a Law degree from Symbiosis Law College, Pune.

Vaibhav has over 13 years of experience in Sales and Distribution. Prior to joining White Oak, he was heading Delhi Wealth and Banks at Motilal Oswal AMC. At Canara Robeco AMC, he was responsible for managing banks, wealth, and individual advisors. He holds an MBA from Amity International Business School, Noida.

Karabi is responsible for managing and growing the business in Eastern India. She has 18 years of experience in Banking and Financial Services, having worked with Citibank, HSBC, and IIFL Wealth in various roles across Wealth Management and Branch Banking — from Wealth Manager to Branch Head and Private Banker. She holds a Bachelor's degree in Arts from Calcutta University and an Executive MBA from IIM Calcutta.

Niraj has over 20 years of experience in Products, Business Strategy & Management, Sales and Distribution. Prior to joining White Oak, he held multiple leadership roles at Citi Bank India as Head of Investment Products and Regional Investment Counsellor – Mumbai. He has also worked with Yes Bank and the family business of Stock Broking. He completed his Business Administration from Cardiff University and attended an Executive Program at the Wharton School.

Ajai has over 16 years of experience at leading asset management firms, broking companies, and private banks. He joins from Nippon India AMC where he was responsible for building and growing the direct client and family office vertical across South India. Prior to that he worked at ICICI Pru AMC, Motilal Oswal AMC and Securities, HDFC Bank, and Kotak Securities in various leadership roles. He holds a B.Com from the University of Allahabad and an MBA from Wigan & Leigh College Bangalore.

Prashant founded White Oak Capital Management in June 2017. Prior to this he was the CIO and lead portfolio manager of GS India Equity at Goldman Sachs Asset Management (GSAM) from March 2007 to March 2017, and also for the Global Emerging Markets (GEM) Equity from June 2013 to March 2017. Prashant started his professional investing career in 1998 at SSGA in Boston as Senior Portfolio Officer of Enhanced International Equity. He joined GSAM in 2000 as a research analyst in US Growth Equity, rising to Senior Portfolio Manager and Co-Chair of the Investment Committee by 2004. He returned to Mumbai in 2006 to start the GSAM India business and served as CIO and CEO/Co-CEO of their domestic AMC. His funds won several awards including AAA rating from Citywire and Elite rating from Fund Calibre. Prashant graduated with honours from Mumbai University with a B.E. in Mechanical Engineering and earned an MBA in Finance from Vanderbilt University (Matt Wigginton Leadership Award). He holds the CFA designation (awarded 2001) and is a fellow of the Ananta Aspen Centre, India.

Rohit has over 16 years of total experience, with over 14 years in the investment industry. He covered Indian Telecom, Consumer, and IT Services sectors as a sell-side analyst at Kotak Institutional Equities, where he was consistently ranked among the top analysts in both lead coverage sectors in polls by Institutional Investor and Asia Money. Prior to his sell-side stint, Rohit spent a couple of years at Ameriprise Financial as a financial analyst on competitive intelligence and cost reengineering. He holds a Post Graduate Diploma in Management from IIM Calcutta and a B.E. (Honours) from BITS Pilani.

Aman has 2 years of work experience. Prior to joining White Oak Capital, he worked as an Investigative Journalist with BloombergQuint, responsible for research and reportage of corporate governance issues. Before that, he worked as an Internal Auditor with Sharp & Tannan Associates as an articled assistant and later as an employee. Aman is a Chartered Accountant and a graduate in Commerce from Veer Narmad South Gujarat University.

Chaitanya has over 5 years of work experience. He is a Chartered Accountant and holds a Bachelor's degree in Commerce (Accounting and Finance) from Mumbai University. He worked as an Articled Assistant at Deloitte Haskins & Sells LLP on statutory audits across the Automobile, Financial Services, Pharmaceutical, Chemicals, and Industrial sectors.

Tejkiran graduated from IIM Ahmedabad in 2022 with an MBA and from IIT Madras in 2018 with a B.Tech in Chemical Engineering. He worked with Axis Bank in the Business Intelligence Unit for two years before joining White Oak Capital Group as an Associate in the investment research team.

Kshitij is an MBA graduate from IIM Ahmedabad, where he earned merit scholarships across both years. He began his personal investing journey as a student, driven by his passion for finance and businesses, which led him into the world of investing.