Fund Company

Oaks Asset Management Private Limited

 

Oaks Asset Management Private Limited, established in Mumbai in 2015, is an investment firm owned by its partners. It deals in both private and public equity. Vishal Ootam and Kenneth Serrao, lead the firm, which concentrates on investments related to consumers. Through its Oaks India Consumer Fund, a Category II AIF, the company aims to invest in straightforward, consumer-based businesses run by experienced business owners. It also provides Portfolio Management Services such as the ABC Equity Portfolio, which seeks absolute returns. Oaks focuses on protecting capital and creating wealth over time by investing in well-known brands that serve the general public.

 

Fund Name Category Actions
OAKS ASSET ALLOCATOR
PMS
OAKS Co-investment Portfolio
PMS
THE OAKS INDIA FUND
AIF Category II
ABC Equity Portfolio
PMS