Green Oak Assets is an independent boutique wealth firm founded by experienced private bankers. As an AMFI-registered mutual fund distributor, it provides personalized financial guidance for individuals and families, with a client-first approach focused on long-term wealth creation and protection. The firm positions itself as a family CFO, coordinating advice around each client’s circumstances, goals, lifestyle, risk tolerance and tax considerations.

Its wealth services include lifestyle and retirement goal planning, portfolio construction and management, and guidance on managing and growing money. Green Oak Assets also offers legacy planning and trusts, loans and mortgages through relationships with financial institutions, private equity and unlisted investment opportunities, offshore investments, and NRI services. The firm describes its approach as holistic and customized, combining research, technology and personal support to provide an integrated experience. Its team includes senior private bankers and strategic advisers with backgrounds in engineering, business and investment-related fields. Green Oak Assets serves clients from its Gurgaon office and emphasizes integrity, competence and professionalism in building enduring relationships.