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Creating abundance and nurturing peace in all your financial pursuits
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Welcome to Oak White
We at Oak White are committed to creating abundance and ensuring peace in all your financial pursuits. Our rich experience, aligned business model and chosen network of strategic alliances ensures you and your family get the best in class investment experience . Access to bespoke opportunities interwoven carefully with prudence and wisdom, inevitably culminates in bringing the much appreciated efficiency in growing your wealth for the generations to come.
Vision
To enable a simplified, peaceful and profitable experience on money matters
Mission
Complementing effective communication with user-friendly technology towards improving investor experience
Values
- Trustworthiness
- Consistency
- Optimism
- Prudence
Logo & Leadership
Our logo derives inspiration from the time-tested yin-yang philosophy in Taoism. The philosophical principle of Yin and Yang evolved from the fact that all things in the universe exist as inseparable and contradictory opposites. Wealth management as a process from its core up till the surface embraces co-existence of several such contradictory yet complementary forces.
- Uncertainty and Opportunity
- Greed and Fear
- Trust and Skepticism
- Convention and Innovation
Shriram Ananthanarayanan
Managing Partner
Shriram is a wealth manager by choice and a qualified CFP professional.
Prior to conceiving Oakwhite in the year 2013, he spent his formative years with global financial institutions like Citigroup, Standard Chartered, ABN AMRO and multi family offices like Metis MFO. Apart from providing personal financial solutions, he also consults for early and mid-sized ventures on their capital structuring and private capital requirements.
His vision for Oakwhite is to be a trusted global entity providing comprehensive financial solutions to its clients. Being an active Rotarian, he is a regular speaker, organiser and moderator of various events and forums of social and cultural interest. His idea and vision of sustainably ‘giving back’ to the society would be through enabling growth and supporting micro and small ‘for profit’ business enterprises and providing access to skill building for the deserving underprivileged section of the society . He is happily married and a father of two school going children.
Corporate Video
Customer Testimony
S. Suryanarayanan
Former CFO & Entrepreneur
"During my experience with Oakwhite, I find them to be Understanding, Knowledgeable, Trustworthy, Cautious, and very Committed"
Ram N Ramamurthy
First Generation IT Entrepreneur, USA
“My experience with Oakwhite has been more than satisfactory. I find them professional, customised and extremely knowledgable”
Susheela Raman
British Musician
“I rate Oakwhite as being Perceptive, Responsive, Knowledgable, Dependable and Committed”
R. Parthasarathy
Advocate-on-Record
Supreme Court of India
“I describe Oakwhite as Knowledgable, Perceptive, Trustworthy, Receptive, Available, and very Professional”
Ajay Dhagat
Corporate Advisor, Independent Director and Board Member
“I have been using your services for my investment and I find sincerity in approach which is customer centric . You are always ready to adjust things and have market knowledge.“
AVS Ramanujan
Former Fund Manager & Senior Credit Rating Professional
“In the last few years of my interactions, you have come across as a very receptive firm providing insightful analysis of various investment products and customise those solutions to clients like me.”
Srividya Venkatraman
Technology Leader and Consultant
“I describe Oakwhite as Available, Committed and Responsible !!”
Dr. Ashwin Mahalingam
Professor- IIT Madras & Start-up Mentor
“We have been very happy to have had oakwhite partners advise us for the past several years. They are always available for discussion, are very knowledgeable about a variety of financial instruments and options and make extremely judicious picks with the client's interests and risk orientation in mind.“
Krish Nagarajan
Management consultant
“Been investing in equity directly for over 32 years. Sought help from Shriram. Absolutely delighted with Shriram’s insightful advice. Though cautious, he puts together an innovative basket to deliver good returns . Best part is he is always responsive. If you want to secure your future, Shriram is the guy to go to”