Core Team

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.

Viren Puri

Partner & Director

Viren Puri is Partner & Director at Oaktree Money Private Ltd. A seasoned banker with over 2 decades of rich experience in Banking & Financial Services Industry, he has undertaken  multiple and challenging assignments across various market cycles including managing large corporates and HNI clients while serving at some of the marquee names in the industry including Standard Chartered Bank, Citibank, IndusInd Bank and also as a Private Banker at Avendus and JM Financial Services Ltd. He was also the Regional Head, at erstwhile Reliance Mutual Fund , where he headed the distribution space at Delhi for Banking and PSU partners thereby adding the manufacturer level exposure to his knowledge & rich skill set. He has his  core at mutual funds, structured products, alternate investments funds (AIF), portfolio management services (PMS), foreign exchange(FX), REITs, PE/ VC funds, and insurance products .

Viren completed his schooling from Modern School, Barakhamba Road Branch, Delhi and Bachelors in Commerce(Hons) from Delhi College of Arts & Commerce, DU. He has also successfully completed a specilaized on campus programme on Negotiation & Financial Analysis from ISB , Hyderabad, India.