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OAKS Asset Management
OAKS Asset Management is an independent, partner-owned asset manager investing across India's public markets and high-growth private companies.
OAKS Asset Management
OAKS Asset Management is an independent, partner-owned asset manager investing across India's public markets and high-growth private companies. It runs two focused strategies: the OAKS Tenet Portfolio (public markets PMS) and the OAKS Consumer Fund (private equity AIF). The firm serves Indian-origin family offices in India and across the world.
General information
Firm type
Private Equity
Year founded
2015
Location
Region
Africa
Country
Mauritius
City
Ebene
Corporate office
Ebene, Mauritius
Additional offices
Mumbai, Maharashtra, India
Principals
Vishal Ootam
Founder & CEO
Vivek Anand PS
Founder & MD
Sandeep Somani
Co-founder & CFO
Kenneth Serrao
Co-founder & CIO
Sector focus
Frequently asked questions
Who runs investment decisions at OAKS Asset Management?
Kenneth Serrao serves as Co-founder and Chief Investment Officer, overseeing investment decisions. The firm operates as an independent, partner-owned manager with four co-founders — CEO Vishal Ootam, MD Vivek Anand PS, CFO Sandeep Somani, and CIO Serrao — forming the core leadership group.
How does OAKS source proprietary deal flow?
OAKS sources deals through what it trademarks as Connected Capital — a deliberate network of Indian business families and entrepreneurs cultivated over two decades. This collective model surfaces proprietary opportunities in India's consumer sector, a posture the firm claims differentiates its access from traditional auction processes.
What investment stages does OAKS target?
The firm covers a wide range: early-stage and venture, growth equity, turnarounds, and pre-IPO rounds. This coverage allows it to back consumer businesses at multiple points in their lifecycle, though its primary lens remains mid-market private equity in India.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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