Scroll Down

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.

Background Image

Logo & Leadership

Team Oak White

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
Team Oak White

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.

Customer Testimony

Customer Testimony

S. Suryanarayanan

Former CFO & Entrepreneur

"During my experience with Oakwhite, I find them to be Understanding, Knowledgeable, Trustworthy, Cautious, and very Committed"

Customer Testimony

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”

Customer Testimony

Susheela Raman

British Musician

“I rate Oakwhite as being Perceptive, Responsive, Knowledgable, Dependable and Committed”

Customer Testimony

R. Parthasarathy

Advocate-on-Record
Supreme Court of India

“I describe Oakwhite as Knowledgable, Perceptive, Trustworthy, Receptive, Available, and very Professional”

Customer Testimony

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.“

Customer Testimony

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.”

Customer Testimony

Srividya Venkatraman

Technology Leader and Consultant

“I describe Oakwhite as Available, Committed and Responsible !!”

Customer Testimony

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.“

Customer Testimony

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”

  • "Wealth is the ability to fully experience life"

    Henry David Thoreau
  • "Knowing what you don't know is more useful than being brilliant"

    Charlie Munger
  • "If one does not know to which port one is sailing, no wind is favorable"

    Lucius Annaeus Seneca
  • "Wide diversification is only required when investors do not understand what they are doing"

    Warren Buffet
  • "The stock market is filled with individuals who know the price of everything, but the value of nothing"

    Phillip Fisher
  • "When money realizes that it is in good hands, it wants to stay and multiply in those hands"

    Idowu Koyenikan
  • "You give but little when you give of your possessions. It is when you give of yourself that you truly give"

    Khalil Gibran