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