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.
Company Details
- Employees
- 7
- Founded
- -
- Address
- 1 South City Road, Desqworx,club Patio,block E,india
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://greenoakassets.com/
- Keywords
- Wealth Management, Financial Advisory, Investment Management, Asset Management, Financial Management, Asset Allocation, Capital Management, Mutual Fund, Portfolio Management Services, Retirement Goal Setting, Private Equity, Direct Equity, Mutual Fund Distributor, Loans and Mortgages, Fixed Income Bonds, Offshore Investment, Liberalised Remittance Scheme, Rupee Denominated Funds, Investment Planning, Investment Solutions.
- HQ
- Gurugram, Haryana
Green Oak Assets Questions
Green Oak Assets's website is https://greenoakassets.com/
Green Oak Assets's LinkedIn profile is https://in.linkedin.com/company/green-oak-assets
Green Oak Assets has
7 employees.
View email and phone details for 7
employees at Green Oak Assets.
Green Oak Assets's industry is
Financial Services
Green Oak Assets's top competitors are
Green Oak,
Bellwether Associates,
Investmitra,
Nuvama Wealth,
Moneytecture!,
Green Oak,
Arvo Wealth,
Findoc,
Green Oak,
Green Portfolio.
Green Oak Assets's categories are Financial Services
Green Oak Assets's founding year is 2022
