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OAKS Asset Management

An India focused private equity manager

OAKS is an independent, partner owned, investment management firm investing in experienced entrepreneur led consumer businesses.

The platform comprises of an operating team and a world-class advisory board that works alongside portfolio companies - entrepreneur led India businesses, as partners. A rich set of sophisticated, multi-disciplinary and highly inclined investors from around the world back every investment.

In Picture: Vivek Anand PS carrying the Oaks logo atop Dzo Jongo in Ladakh, India (6300 mtrs above sea level) on Sep 6th 2019 

 

Team OAKS

Vishal Ootam,
Founder and CEO

Since co-founding Oaks along with Vivek, Vishal has been primarily responsible for leading the business, instrumental in investment origination process as well as in funding investment opportunities. Vishal comes with 25 years of experience in the Indian financial services and asset management business

Vivek Anand PS,
Founder and MD

With over 18 years of experience in Banking & Financial Services and a network spanning India, USA and Australia, Vivek's role involves deal origination, capital raise and engagement with portfolio companies. Vivek did his entire schooling in Sri Sathya Sai Vidya Vihar in the Nilgiris and Puttaparthi

Sandeep Somani,
Co-founder and CFO

Part of original team that set up depository operations at National Securities Depositories Limited (NSDL) in India. Sandeep is primarily responsible for the overall Operations, Finance and Compliance functions

Kenneth Serrao,
Co-Founder and CIO

Head of the Investments function and responsible for working with investee companies. Spent a decade in finance before running his own firm which he sold before joining Oaks AM. Holds a PGDM from the IIM Ahmedabad (Cultural Secretary, 1998-2000 batch).

Kamal Melwani,
AVP Investments

Kamal joined OAKS in Jan 2018. With a background in investing for Edelweiss Private Equity and ICICI Bank’s Strategic Investments team, Kamal brings a decade of buy-side, private equity experience to the investing team. Kamal holds a PGDM in Finance from IMT-Ghaziabad (batch of 2010) and cleared all levels of CFA (AIMR, USA) at first, consecutive attempts ending in June 2011.

Ankit Poddar,
AVP Investments

Ankit joined OAKS in 2016 with nearly a decade of Big-4 auditing experience. His primary responsibility is to look after financial reporting. Jointly, Kamal and Ankit assist the team in pre-investment due diligence as well as post-investment handling of the portfolio.

 

Our Secret Sauce

Leveraging 2 decades of relationships and networks

Connected Capital is the trademarked term we use to describe the extensive rolodex of connections that we bring to building the OAKS platform. Investees and Investee companies connect through our platform in order to bring a powerful ecosystem that adds much more than just growth capital to our investments.

 

Marquee Advisory Board

Sat Pal Khattar, Chairman

Khattar Holdings,
Singapore

Mohandas Pai

Aarin Capital,
Bengaluru

Darshan Patel

Vini Cosmetics,
Ahmedabad

Ramasastry Ambarish

Ex-World Bank, Ex-Salomon Smith Barney

 

Contact OAKS

Oaks Asset Management Private Limited,
5th Floor, 56, Maker Chambers VI, Nariman Point, Mumbai,
Maharashtra, India 400021

 

Team Track Record (Past and Current)

* Westlife Development, Vini Cosmetics and Milestone Brandcom form part of past team track record from Bay Capital, a private equity investment firm co-founded by Vishal Ootam

Vini Cosmetics
McDonalds India - South and West
Milestone Brandcom
Incred
Foodlink
Credable
Hero Electric
Shree
 

© 2019 by OAKS Asset Management.

Vini Cosmetics

Maker of Fogg - India's largest selling deodarant