WhiteOak Capital
Pallavi Gulati is an experienced financial services professional currently serving as Branch Head and Relationship Manager at WhiteOak Capital since June 2022. Prior to this role, Pallavi held the position of Priority Banking Wealth Manager at Standard Chartered Bank from March 2021 to May 2022 and worked as a Wealth Manager at ICICI Bank from May 2019 to March 2021, specializing in handling high-net-worth clients, portfolio management, and wealth management. Additional experience includes roles as an Analyst at The Chopras and a Corporate Trainer at NTPC Limited, where Pallavi conducted a training program for executive trainees. Pallavi's educational background includes a PGDM in Marketing and HR from IMM FOSTIIMA Business School and a Bachelor's degree in Business Administration from Kurukshetra University, complemented by various certifications in digital marketing and English proficiency from reputable institutions.
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WhiteOak Capital
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WHO ARE WE? WhiteOak Capital Group comprises companies engaged in investment management and advisory services. Underpinned by strong investment values, we aim to deliver tangible results for all stakeholders over the long-term. OUR VISION We at WhiteOak Capital, follow a strong performance-first culture, with a vision of being a performance-centric organisation with a strong and trustworthy investment culture. INVESTMENT CULTURE AT WHITEOAK CAPITAL With a seasoned team of global investment professionals, a time-tested investment philosophy and a disciplined research process, we aim to build balanced portfolios that give you long-term benefits. WhiteOak Capital Group Companies (in India) includes : White Oak Capital Management LLP (PMS & AIF) – www.whiteoakindia.com WhiteOak Capital Asset Management Limited (Mutual Fund) – mf.whiteoakamc.com