Certainly! Here's the updated version with equity analytics included in the services, and all other refinements retained:

At BlueOak Wealth, we believe that wealth is a holistic concept — extending beyond financial capital to include time, health, and relationships. While each of these dimensions contributes to a fulfilling life, our core competency lies in empowering individuals and families to build, preserve, and grow their financial wealth through a structured and disciplined approach.

We offer a comprehensive suite of services including mutual fund distribution, equity analytics, tax planning, and insurance solutions — all anchored in a research-driven philosophy and tailored to align with your financial objectives. Our strategies emphasize risk-adjusted returns, long-term consistency, and personalized guidance, enabling you to navigate markets with clarity and confidence.

BlueOak Wealth was founded by a Chartered Accountant with a decade of experience at Big Four accounting firms, and a SEBI-registered Research Analyst with over 20 years of experience in senior research roles at prominent asset management companies. This strong institutional background allows us to bring analytical precision, regulatory insight, and a deep understanding of financial markets to every client relationship.

At BlueOak Wealth, we don’t just manage investments — we help shape legacies. With integrity, foresight, and a long-term vision, we are committed to being your trusted partner on the path to enduring financial success and intergenerational prosperity.

Let me know if you'd like this adapted for a shorter About Us summary or turned into a pitch deck version.