Core Team
Manish Agrawal - Co-Founder & Managing Partner
Manish Agrawal is the Co-Founder & Managing Partner of OakWiz Capital LLP & Managing Director of Oak Wiz Money Pvt Ltd. He has over a decade of experience in Private Wealth Management, Banking and Mutual Fund distribution. As an entrepreneur since 2017, he is offering quality & reliable wealth solutions to Clients.
Prior to establishing OakWiz, He has Worked for Citibank as wealth manager where he was responsible for offering Citi’s entire product suite to Citigold & Citi Private clients after researching and studying clients’ risk profiles and needs, His experience in wealth management product offerings include mutual funds, structured products/ equity-linked debentures, portfolio management services, foreign exchange, REITs, PE/ VC funds, and insurance products. He also had a successful stint with Priority Banking outfit managing High Net-Worth Clients & corporates at Standard Chartered Bank.
Manish is a Management Graduate from Birla Institute of Management Technology with MBA Specialization in Finance & Marketing & Management Development Program for I.S.B Hyderabad.
Neeraj Bhatia - Co-Founder & Managing Partner
Neeraj Bhatia is the Co-Founder & Managing Partner of OakWiz Capital LLP & Managing Director of Oak Wiz Money Pvt Ltd. He is Management Graduate from IIM Calcutta and has over two decade of Industry experience, of which 17 years have been into Wealth Management.
Prior to Starting this venture, Neeraj was managing South Delhi Cluster of Branches for Citibank N.A. as Investments Counsellor- AVP, with an AUM of Over INR 7 Billion (Rs. 700 Cr, Eqv $110 Million), maintained for Citigold & Citi Private Client group of clients. Neeraj is a renowned face in the distribution Industry, having spent considerable period of time in Managing Wealth for High Net-worth & Ultra-High Net-worth households.
In the Past, he has also had a stint with Standard Chartered Bank under their Commercial & Premium Banking divisions.
Manish Agrawal
Co-Founder & Managing Partner
Manish Agrawal is the Co-Founder & Managing Partner of Oaktree Capital LLP & Director at Oaktree Money Pvt Ltd. He has over a decade of experience in Private Wealth Management, Banking and Mutual Fund distribution. As an entrepreneur since 2017, he is offering quality & reliable wealth solutions to Clients.
Prior to establishing Oaktree Capital LLP, He has Worked for Citibank as wealth manager where he was responsible for offering Citi’s entire product suite to clients after researching and studying clients’ risk profiles and needs, His experience in wealth management product offerings include mutual funds, structured products/ equity-linked debentures, portfolio management services, foreign exchange, REITs, PE/ VC funds, and insurance products. He also had a successful stint with Priority Banking outfit managing High Net-Worth Clients & corporates at Standard Chartered Bank.
Manish is a Management Graduate from Birla Institute of Management Technology with MBA Specialization in Finance & Marketing & Management Development Program for I.S.B Hyderabad.
Neeraj Bhatia
Co-Founder & Managing Partner
Neeraj Bhatia is the Co-Founder & Managing Partner of Oaktree Capital LLP & Director at Oaktree Money Pvt Ltd. He is Management Graduate from IIM Calcutta and has over two decade of Industry experience, of which 17 years have been into Wealth Management.
Prior to Starting this venture, Neeraj was managing South Delhi Cluster of Branches for Citibank N.A. as Investments Counsellor- AVP, with an AUM of Over INR 7 Billion (Rs. 700 Cr, Eqv $110 Million), maintained for Citigold & Citi Private Client group of clients. Neeraj is a renowned face in the distribution Industry, having spent considerable period of time in Managing Wealth for High Net-worth & Ultra-High Net-worth households.
In the Past, he has also had a stint with Standard Chartered Bank under their Commercial & Premium Banking divisions.