Aashish P Somaiyaa,
CEO – White Oak Capital Management
At White Oak, Aashish Sommaiya is responsible for managing and growing its operations. Aashish is an experienced professional and has experience in scaling up and managing relations across well-known AMCs like Motilal Oswal AMC and ICICI Pru AMC.
Master in Finance and Bachelors in Science, brings two decades of industry experience. He was responsible for strategizing, growing, and managing the operations of Motilal Oswal AMC – a niche, focused, expert equity boutique based on its time tested BUY RIGHT: SIT TIGHT investing style. He has been responsible in the past for sales and distribution of one of India’s largest AMCs; ICICI Prudential AMC for their MF, PMS, and Real Estate offerings through multiple distribution channels across India and the Middle East. Led new product development, product management, communication, and distribution channel delivery over a number of years. Aashish is passionate about Investing, Reading, Sales, Marketing, Communication, Training, Teaching, Writing, and Public Speaking. He loves traveling to meet new people.
PMS Product Performance
|Company Name /
|Product Name||Fund Manager||Date of inception||AUM||1m return||3m return||6m return||1y return||2y return||3y return||5y return||10y return||Since inception return|
|White Oak Capital Management India Digital Leaders Strategy||India Digital Leaders Strategy||Team White Oak||01 Jan 2022||55||-4.2%||-5.8%||-||-||-||-||-||-||-14.2%|
|White Oak Capital Management Top 200 PMS||Top 200 PMS||Team White Oak||22 Jan 2021||338||-3.3%||-4.2%||-||-||-||-||-||-||14.5%|
|White Oak Capital Management India Pioneers Equity||India Pioneers Equity||Team White Oak||09 Apr 2019||7297||-2.9%||-2.4%||-4.8%||16.4%||36.0%||21.8%||-||-||21.5%|