OAKS is an independently owned, partner-led investment management firm established in 2015. The firm provides investment solutions across private equity and public equity asset classes. **Private Equity Strategy:** Our private equity arm focuses on investing in straightforward, replicable consumer businesses founded by seasoned entrepreneurs within India. Our portfolio companies concentrate on developing high-quality brands that deliver value-driven products and services to the mass market, deliberately sidestepping segments dominated by a few leading players. This strategy is currently accessible through the Oaks India Consumer Fund, a Category 2 Alternative Investment Fund (AIF). **Public Equities Strategy:** In early 2021, we introduced the ABC Equity Portfolio, a Portfolio Management Services (PMS) offering. This portfolio invests in approximately 15 stocks representing 3-5 transformative trends that are currently undervalued or under-represented. The management objective is absolute returns, with the portfolio being tailored to individual subscriber timelines. Typically, investments are directed towards sectors with lower representation in benchmark indices, thereby serving as a complementary addition to existing Index fund, ETF, or diversified mutual fund holdings. Our firm is headquartered in Mumbai, India.
416.91
312
1
31 December 2025
| Strategy | Category | 1Y | 3Y | 5Y | Inception |
|---|---|---|---|---|---|
| ABC Equity Portfolio | Multi Cap & Flexi Cap | 5.95% | 16.46% | — | Jan 2021 |
Past performance is not indicative of future results. Returns are subject to market risks.
Fund Manager
With over two decades of extensive experience within the Indian financial markets, spanning engagements at Kotak and Edelweiss, the individual has held a co-leadership role for the Edelweiss Liquid Alternative Fund business. This business was responsible for the management of the India Diversified Fund. The individual holds an MBA from IIM-Ahmedabad.
Get in touch with our partner to learn more about OAKS Asset Management's portfolio management services and how they align with your investment goals.
SEBI Registration: INP000004888
Registered Office: 56, Maker Chambers VI, Nariman Point, Mumbai 400021
This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.
Nothing on this page constitutes investment, financial, or legal advice, nor should it be considered a recommendation. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.
The individuals or organizations featured have not endorsed or approved this content. Affluense AI does not act as a broker, distributor, intermediary, or investment advisor.
For official or regulatory matters, please refer to formal communication channels of the respective organization.
Last Updated: December 2025 · Published by Affluense AI (affluense.ai)
