OAKS
Overview
" 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 ."
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| CredAble | Aug 2022 | Series B Extension | Co-investor |
| Troo Good | Oct 2024 | VC Round | Co-investor |
| Hero Electric | Jul 2023 | Series B Extension | Co-investor |
| Foodlink | Jun 2025 | IPO | Co-investor |
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Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is OAKS based?
OAKS is headquartered in Mumbai, Maharashtra, India.
When was OAKS founded?
OAKS was founded in 2015.
How many portfolio companies does OAKS have?
OAKS has 6 portfolio companies in Caplight's dataset.
What are some companies in OAKS's portfolio?
Portfolio companies visible on Caplight include CredAble, Troo Good, Hero Electric, Foodlink.
What was OAKS's most recent investment shown here?
OAKS's most recent investment in this portfolio sample was in Foodlink in 2025.
What sectors does OAKS focus on?
OAKS focuses on Consumer & Commerce, Consumer & Commerce, Consumer & Commerce, Mobility, Transportation & Logistics, FinTech, Mobility, Transportation & Logistics, Frontier & Industrial Tech, Enterprise Software, Energy & Sustainability.
What company stages does OAKS focus on?
OAKS typically invests at the Late stage.
What is OAKS's AUM?
OAKS's assets under management are estimated between $250.0M and $500.0M.