About Us
BlueOak Wealth is a boutique financial services firm specializing in mutual fund distribution, equity analytics, tax planning, and insurance solutions, delivered through a disciplined, research-backed approach. Our mission is to help clients grow and preserve wealth with long-term consistency, personalized guidance, and strategic clarity.
At BlueOak Wealth, we don’t just manage portfolios — we build financial legacies with trust, insight, and foresight.
Founders
BlueOak Wealth is founded by Amit, a SEBI-registered Research Analyst & a Chartered Market Technician (CMT) with over two decades of experience in equity research and Pratik, a
Amit Goel, CMT, SEBI RA
CA Pratik Malsisaria
Industry Experience: 20 Years
SEBI-registered Research Analyst & a Chartered Market Technician (CMT) with over two decades of experience in equity research.
Industry Experience: 10 Years
Chartered Accountant with over a decade of experience with Big Four firms.
Mutual Fund investments are subject to market risks. Please read all scheme related documents carefully before investing.
© BlueOak Wealth 2025. All Rights Reserved.
Regirstation Date: 17 June 2025 Valid Till: 16 June 2028
A-1022/1023,10th Floor Corporate Avenue, Sonawala Lane, Near Udyog Bhavan Goregaon (East), Mumbai - 400063
ARN-331442
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