OAKS

" Oaks Asset management is an independent, partner-owned investment firm founded in 2015. The firm offers products investing in private equity and public equities. In private equity business, they invest in simple, scalable consumer businesses founded by experienced entrepreneurs in India. Public equities - In early 2021, they launched the ABC Equity Portfolio - a PMS offering which invests into 3-5 transformational trends that are currently under-valued / under-owned via a concentrated portfolio of ~15 stocks. The portfolio is managed with an absolute return orientation and customized as per time of subscription. It typically will invest in sectors that have relatively lower weightage in the indices and complements existing Index fund/ETF/ diversified MF exposures ."