Green Oak Assets
Company

Green Oak Assets

Financial Services E, In 7 employees
Employees
7

Green Oak Assets Overview

Headquarters
E, In
Industry
Financial Services
Employees
7
Founded
2022
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Green Oak Assets

We work on 100% open architecture model with highest quality of professional partnership becoming CFO for client on helping on personal wealth. We are committed to managing our client's wealth efficiently, effectively and innovatively. It is by design that our Client-to-RM ratio is nearly one- tenth of large service providers enabling us to provide high level of attention and customized offering to each client. Our client profile consists of CEOs, CXOs, successful professionals and entrepreneurs. Integrity, Competence and professionalism are the three most important guiding principal we have.

Green Oak Assets Contact Details

People in AeroLeads
4

Green Oak Assets Org Chart

Sample employees and titles
Name Title Contact
Agrita Srivastava
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Aditi Gupta Operations Manager - Nism Viii Equity
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Gaurav Vashistha Co-founder & Partner - Green Oak Assets
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Satwik Rastogi Equity Advisor - Nism Certified
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Employees by Management Level

Executive 1 profile
Manager 1 profile
Individual contributor 1 profile

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