WhiteOak Capital AMC

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.