OAKS Asset Management
Overview
OAKS Asset Management is an independent, partner-owned investment management firm based in Mumbai, India, specializing in mid-market investments across the country. Established in 2015, the firm focuses on investing in experienced entrepreneur-led consumer businesses, aiming to partner with proven founders demonstrating meaningful revenues and growth in large target markets in a capital-efficient manner. The firm's investment strategy encompasses various stages, including early-stage, growth, late-stage, pre-IPO, and buyout investments. OAKS Asset Management primarily targets sectors such as consumer goods, technology, healthcare, financial services, retail, education, media, telecommunications, energy, infrastructure, real estate, transportation, hospitality, agriculture, and pharmaceuticals. The firm seeks to invest between INR 25 crore and INR 100 crore per investee company, with a minimum investment size of $25 million and a maximum of $100 million. OAKS Asset Management has a track record of successful investments in notable Indian brands, including electric two-wheeler brand Hero Electric, luxury banqueting and catering business Foodlink, Vini Cosmetics, and Hardcastle Restaurants. The firm's approach emphasizes partnering with seasoned entrepreneurs to create brands that provide better products, service quality, and enhance customer experience at affordable prices. This philosophy has been instrumental in delivering sustained capital appreciation and superior returns over time.
Investment Focus
- Proven founders with meaningful revenues
- Growth in large target markets
- Capital-efficient business models
Portfolio Companies
Reach OAKS Asset Management directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about OAKS Asset Management
What sectors does OAKS Asset Management invest in?
OAKS Asset Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Talandage, India. OAKS Asset Management is listed as a private equity in the ConnectSafely investor database.
What stage does OAKS Asset Management invest at?
OAKS Asset Management backs companies at Early Stage, Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 25M - 100M.
Which regions does OAKS Asset Management invest in?
OAKS Asset Management invests across India.
Who are the partners at OAKS Asset Management?
Team members listed for OAKS Asset Management include Vivek Anand (MD & Founder) and Vishal Ootam (Founder & CEO at OAKS Asset Management Pvt. Ltd.).
What companies has OAKS Asset Management invested in?
OAKS Asset Management's portfolio includes Hero Electric, Foodlink, Vini Cosmetics, Hardcastle Restaurants and Keus Smart Home.
How do I contact OAKS Asset Management?
OAKS Asset Management's contact details — including LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database