About OAKS
OAKS is a Financial Services company based in Mumbai (India) founded in 2009. Diversified asset management services are provided by OAKS. It operates on a B2B model. The company has 95 employees. Its Indian entity Oaks Asset Management Private Limited reported revenue of ₹16.56 Cr. Its focus areas include Investment Industry, Private Equity Funds and Buyout Funds.
Company details
OAKS is established as a diversified asset management firm in Mumbai, India. Various asset classes, including equities, fixed income, and alternatives, are managed through structured investment strategies. Client portfolios are overseen with a focus on risk-adjusted returns. Operations are centered in the Indian financial sector, where advisory and portfolio management services are extended to institutional and individual investors. The firms domain, oaksamc.com, supports these activities.
- Headquarters Mumbai, India
- Employees 95
- SectorsFinancial Services
- Website oaksamc.com
- Social LinkedIn X
- Legal Name Oaks Asset Management Private Limited
- Date of Incorporation 07 May, 2015
- Jurisdiction Mumbai, Maharashtra, India
- Annual Revenue₹16.56 Cr
FY 2026 · +4% YoY
- Net Profit₹3.05 Cr
FY 2026 · 21% margin
- EBITDA₹3.97 Cr
FY 2026 · 27% margin
- Employee Count95
Associated legal entities of OAKS
OAKS operates through Oaks Asset Management Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2026) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Oaks Asset Management Private Limited CIN U67200MH2015PTC264110 | Active | 07 May 2015 | Mumbai, Maharashtra | ₹16.6 Cr | 3 | View details |
Board of directors of Oaks Asset Management Private Limited (OAKS)
Oaks Asset Management Private Limited is the primary company behind OAKS. The board of Oaks Asset Management Private Limited currently have 3 directors; the longest-serving is Vivekanand Suryaprakash Periayapatnam, appointed in 2015. 5 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Vivekanand Suryaprakash Periayapatnam DIN 02363239 | Director | 01 Jun 2015 | 11 yrs 5 mo | Oaks Asset Management Private Limited |
| Sandeep Somani DIN 02808056 | Director | 01 Jun 2015 | 11 yrs 5 mo | Oaks Asset Management Private Limited |
| Kenneth Serrao DIN 03568101 | Director | 16 Jan 2019 | 7 yrs 9 mo | Oaks Asset Management Private Limited |
Financials of OAKS
Figures of Oaks Asset Management Private Limited, the primary company behind OAKS, for FY 2026. Revenue was ₹16.56 Cr (+4% year on year). Net profit was ₹3.05 Cr (21% margin). EBITDA was ₹3.97 Cr (27% margin). Revenue has grown at a compounded annual rate of +12% over three years and +19% over five years.
- ₹16.56 CrRevenue · FY 2026 · +4% YoY
- ₹3.05 CrNet profit · 21% margin
- ₹3.97 CrEBITDA · 27% margin
- ₹1.10 CrPaid-up capital
- +12%Revenue CAGR, 3 years
- +19%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Oaks Asset Management Private Limited are on its company page.
Detailed financial statements for OAKS
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Top companies in Private Equity Funds
2 companies that operate in the same segment as OAKS (Private Equity Funds) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Private equity firm and fund of funds focused on multiple sectors | 2020 | India | USD 238.01 M | 969 | ||
Provides mutual fund investments, SIP options, and financial planning services online. | 2009 | Mumbai, Maharashtra, India | USD 18.21 B | 104,453 |
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Frequently Asked Questions about OAKS
OAKS was founded in 2009.
OAKS is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.
OAKS has 95 employees.
The primary company behind OAKS, Oaks Asset Management Private Limited, reported revenue of ₹16.56 Cr for FY 2026, up 4% year on year.
OAKS is established as a diversified asset management firm in Mumbai, India. Various asset classes, including equities, fixed income, and alternatives, are managed through structured investment strategies. Client portfolios are overseen with a focus on risk-adjusted returns. Operations are centered in the Indian financial sector, where advisory and portfolio management services are extended to institutional and individual investors. The firms domain, oaksamc.com, supports these activities.
OAKS operates through Oaks Asset Management Private Limited.
The legal entities of OAKS currently have 3 directors, including Vivekanand Suryaprakash Periayapatnam, Sandeep Somani, Kenneth Serrao.