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White Oak Capital Management
15 April, 2021
About White Oak Capital Management Consultants LLP was incorporated on 06 June 2017 in Mumbai. The company is a registered LLP(LLP-AAJ-6257) that is a portfolio manager(INP000005865), an investment advisor(INA000008659) and investment manager to the SEBI registered category III. White Oak Capital is also the sponsor and investment manager to the registered Category III AIFs. They
- Published in Dossiers on PMS AMC
Turtle Wealth Management
15 April, 2021
About Incorporated on 23 April 2012, Turtle Wealth Management Pvt. Ltd. offers portfolio management services, wealth management and smallcase services to clients. Their clients are HNIs, HUFs, Family Offices, Corporates, NRIs and partnership firms. The company is SEBI registered PMS with their registration number being INP000006758. Key staff Rohan Mehra is CEO and fund manager
- Published in Dossiers on PMS AMC
Moneylife Advisory Services
15 April, 2021
About Moneylife Advisory Services Private Limited is a SEBI-registered portfolio manager (INP000006873) and a SEBI-registered investment advisor (INA000003429). Moneylife was launched in March 2006 by its founders – Sucheta Dalala and Debashish Basu. Key staff Debashis Basu is the founder of Moneylife Advisory and a Chartered Accountant by qualification with three decades of experience as
- Published in Dossiers on PMS AMC
Standard Chartered Private Banking
17 March, 2021
About Standard Chartered Private Banking is a part of the Standard Chartered bank which was founded by the merger of the Standard Bank of British South Africa (founded in 1863) and Chartered Bank of India, Australia and China (Founded in 1853). Standard Chartered PLC, the ultimate parent company of Standard Chartered Bank, together with its
- Published in WM firm profiles
ICICI Private Banking
17 March, 2021
About ICICI Private Banking caters to HNIs to whom it provides investment solutions and services. As of 2019, the AUM of ICICI Private bank in India was the second highest, i.e., it was $ 30.9 billion ( Source : Asian Private Banker) They were first in terms of RM count in 2019, the number being
- Published in WM firm profiles
Client Associates
17 March, 2021
About Founded in May 2002 by some senior private bankers, Client Associates (CA) is a “multi family office firm” to provide a professional platform of private wealth management services in India. The company operates out of six offices at Gurgaon, Mumbai, Bengaluru, Kolkata, Chennai and Hyderabad. Over 19 years of its journey CA has grown
- Published in WM firm profiles
Motilal Oswal Private Wealth
09 March, 2021
“Every firm has a core branding in the minds of its customers. And at Motilal Oswal, we have been known for our equity progress and equity expertise that we’ve built over years” says Ashish Shanker, head of Motilal Oswal Private Wealth. Launched in 2007 alongside many of its peers, the private wealth firm has built
- Published in WM firm profiles