About Us

OakWiz Capital LLP is an AMFI registered firm engaged in the sale and distribution of wealth management products, including but not limited to Mutual Funds. 

OakWiz Capital LLP goes beyond products, offering personalized experience in navigating financial markets. We prioritize client needs with transparency and trust. Our extended family office concept provides a comprehensive suite of services, while frequent communication and expert insights ensure your portfolio thrives. Partner with us to achieve your financial goals.

At OakWiz Capital, we’re committed to empowering you with a seamless and informed investment experience. We offer a variety of financial instruments to suit your needs, and our team is dedicated to guiding you through the investment process.

Our range of services include a platform to provide products ranging from Corporate Deposits, Structured Notes, Alternate Investment Funds, Portfolio Management Services, Equity Trading through Broking Services and Family office.

We provide investment services:

  • 1. On referral basis and
  • 2. As a distributor of third-party Investment Products.
Our Certified Management Team with experience of over 20 years of cumulative banking and exposure with the largest Multinational financial services company globally bring together all of this in one platform to ensure a world class experience and service.

Vision

“To empower individuals and families to achieve their financial dreams through personalized guidance, innovative solutions, and a commitment to lifelong financial well-being.”

Mission

"To enable people and families to reach their financial objectives by providing them with individualized, knowledgeable guidance and cutting-edge asset management solutions. In order to secure our clients' financial security and legacy, we are dedicated to establishing enduring partnerships founded on honesty, decency, and quality."