About 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.
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.
Track how the fund has performed against its benchmark over time through a comparative line graph analysis.
OAKS Co-investment Portfolio
Benchmark: Nifty 50 TRI
Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.
Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.
Oaks Asset Management Private Limited
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹76.82 | 0.00 | -0.46 | -0.89 | -1.85 | 1.94 | 0.75 | 0.45 | NA | 0.45 |
| Benchmark | NA | -1.72 | -6.30 | -9.87 | -3.84 | 3.35 | 9.53 | 10.37 | NA | 8.14 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
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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