OAKS ASSET ALLOCATOR

Oaks Asset Management Private Limited

About Company

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.

Category: PMS •

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Investment Philosophy

The firm’s philosophy is rooted in identifying transformational trends and backing experienced entrepreneurs. Key pillars include:

Entrepreneur-Led Growth: They focus on simple, scalable consumer businesses led by proven founders.
Mass Market Focus: Investments target high-quality brands providing affordable products for the Indian mass market while avoiding “winner-take-all” segments.
Absolute Return Orientation: Public equity portfolios (such as the ABC Portfolio) prioritize absolute returns by investing early in 3-5 undervalued or under-owned transformational trends.
Strategic Partnership: Beyond capital, they provide strategic inputs to strengthen organizational systems, controls, and governance in portfolio companies.

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Fund Manager

Kenneth Serrao

Kenneth Serrao serves as the Director and Fund Manager at Oaks Asset Management Private Limited, where he leverages over 20 years of extensive experience in the Indian financial markets. A seasoned investment professional, Kenneth has held pivotal leadership roles at premier institutions including Kotak and Edelweiss, where he distinguished himself as the Co-Head of the Liquid Alternative Fund business. His expertise spans private equity and public equity strategies, with a specialized focus on scaling entrepreneur-led consumer businesses. At Oaks, he is instrumental in driving the ABC Equity Portfolio, applying a disciplined, research-backed approach to identify sustainable growth opportunities within the Indian economy.

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OAKS ASSET ALLOCATOR

Oaks Asset Management Private Limited

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