OAKS is an independent, partner-owned investment firm focused on private equity and public equities in India.

Private equity 

They invest in simple, scalable consumer businesses founded by experienced entrepreneurs which create high quality brands for the mass market while avoiding winner take all / most segments. This is currently offered via the Oaks India Consumer Fund – a Category 2 AIF.

Public equities

The ABC Portfolio is a PMS investing in select transformational trends (currently under-valued & under-owned), via a concentrated portfolio of ~15 stocks. It is managed with an absolute return orientation, customized as per time of subscription, and complements Index fund /ETF /diversified MF allocations.

PMS Product Performance

Company Name /
Product Name		 Date of inception AUM 1y return 2y return 3y return 5y return 10y return Since inception return
Oak Asset Management ABC Equity Portfolio 28 Jan 2021-53.74%27.06%25.20%--25.64%

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Products

OAKS ABC Equity Portfolio