About Oaks Asset Management Private Limited
Data last updated: 10 January 2026
Oaks Asset Management Private Limited is a private limited company based in Mumbai, Maharashtra, India. It specialises in diversified financial services, a part of the broader financial services sector. Incorporated on 07 May 2015, the company has been in operation for over 11 years.
Registered with ROC Mumbai under CIN U67200MH2015PTC264110.
Capital: an authorised share capital of ₹1.25 Cr and a paid-up capital of ₹1.1 Cr. Formerly known as Oaks Capital Management Private Limited and Alpha Capital Advisors Private Limited. It is led by directors including Vivekanand Suryaprakash Periayapatnam and Sandeep Somani.
Last AGM: 30 September 2025. Financial statements filed for year ended 31 March 2025. Office: 56 Maker Chambers Vi Nariman Point, Mumbai, Maharashtra, India – 400021.
As per the financials filed for FY 2025, the company reported a revenue of ₹15.86 Cr, a growth of 19% compared to the previous year.
The company is associated with 2 brands - Alpha Capital, Oaks.
The current compliance status is marked as compliant by the Registrar of Companies. For more details, the company can be reached via its website oaksamc.com.
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Registered Address56 Maker Chambers Vi Nariman Point, Mumbai, Maharashtra, India – 400021
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IndustryFinancial Services, Diversified Financial Services
- Historical Financials and ratios
- Shareholding pattern and group structure
- Charges with holder and property details
- Litigation, compliance and MCA filings
- PDF report delivered after checkout
Name History of Oaks Asset Management Private Limited
Oaks Asset Management Private Limited has undergone 4 name changes throughout its history. The current legal name is Oaks Asset Management Private Limited, reflecting the company's evolution and rebranding over time.
| Company Name | Status |
|---|---|
| Oaks Asset Management Private Limited | Current |
| Oaks Capital Management Private Limited | Previous |
| Alpha Capital Advisors Private Limited | Previous |
| Radha Infotech Private Limited | Previous |
Associated Brands with Oaks Asset Management Private Limited
Oaks Asset Management Private Limited operates two associated brands: Alpha Capital and OAKS. These brands represent Oaks Asset Management Private Limited's diversified market presence and brand portfolio.
| Brand | Description | Website |
|---|---|---|
| Tailored financial solutions are offered to high-net-worth individuals and families. | alphacapital.in | |
| Diversified asset management services are provided by OAKS. | oaksamc.com |
Competitors & Alternatives of Oaks Asset Management Private Limited
Brands and companies operating in the same space as Oaks Asset Management Private Limited include Client Associates, Credence Family Office, Entrust Family Office and 4 more.
| Competitor | Description | Location | Founded |
|---|---|---|---|
Client Associates
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Private wealth management and investment advisory services are provided. | Gurugram, India, India | 2002 |
Credence Family Office
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Multi Family Office | Bengaluru, India, India | 2010 |
Entrust Family Office
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Multi Family Office | Bengaluru, India, India | 2013 |
Valtrust
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Asset management solutions are offered to families and institutions. | Chennai, India, India | 2018 |
Conscience Multi Family Office
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Offers wealth management, estate planning, tax reduction, and insurance services to families. | Chennai, India, India | 2019 |
Cervin Family Office & Advisors
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Provider of family office advisory services | Mumbai, India, India | 2019 |
Altamount Capital Management
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Boutique financial services are specialized in for high-net-worth clients. | Mumbai, India, India | 2008 |
Business Activity of Oaks Asset Management Private Limited
Oaks Asset Management Private Limited is engaged in the principal business activity of financial and insurance service, with detailed activities including financial advisory, brokerage and consultancy services.
| Main Activity Group Code | Description of Main Activity | Business Activity Code | Description of Business Activity | Turnover Percentage |
|---|---|---|---|---|
| K | Financial and insurance Service | K7 | Financial Advisory, brokerage and Consultancy Services | Locked |
Business activity turnover details for Oaks Asset Management Private Limited
Turnover contribution percentages and historical activity changes require an active report plan.
- Turnover contribution
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Verified entity values are shown only after access is granted.
Auditor Details of Oaks Asset Management Private Limited
Oaks Asset Management Private Limited is audited by ARUN ARORA & CO. for the financial year 2023. The auditor plays a crucial role in ensuring financial transparency and compliance with accounting standards.
| Name | Status | Appointment Date | Cessation Date |
|---|---|---|---|
| ARUN ARORA & CO. | Locked | Locked | Locked |
Complete auditor history for Oaks Asset Management Private Limited
Appointment status, appointment dates, cessation dates, and historical auditor changes require an active report plan.
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Board of Directors of Oaks Asset Management Private Limited
Oaks Asset Management Private Limited is currently managed by 3 directors, with 5 former directors having served the organization. The current Directors play a crucial role in shaping the company's strategic direction and governance.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Vivekanand Suryaprakash Periayapatnam | Director | 01 Jun 2015 | 11 Years 1 Months | Current |
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Sandeep Somani
Also directs:
Equentia Scf Technologies Private Limited
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Director | 01 Jun 2015 | 11 Years 1 Months | Current |
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Kenneth Serrao
Also directs:
Alpha Capital Financial Consultants Llp, Mformillet Foods Private Limited, Wow Momo Foods Private Limited and 5 more
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Director | 16 Jan 2019 | 7 Years 5 Months | Current |
Financials of Oaks Asset Management Private Limited FY 2025 filings available
Oaks Asset Management Private Limited reported revenue of ₹15.86 Cr (up 19.00% YoY) for FY 2025.
Ten-year financial statements for Oaks Asset Management Private Limited
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Ownership and Shareholding of Oaks Asset Management Private Limited
Shareholding and ownership data for Oaks Asset Management Private Limited
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Charges & Borrowings Oaks Asset Management Private Limited
Oaks Asset Management Private Limited does not have any charges (loans) registered with the Registrar of Companies.
Employees and EPFO Compliance at Oaks Asset Management Private Limited
View historical data on people associated with Oaks Asset Management Private Limited, including employment history and EPFO contributions.
Employee and EPFO history for Oaks Asset Management Private Limited
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GST Compliance of Oaks Asset Management Private Limited
GST registrations and filing compliance for Oaks Asset Management Private Limited
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Credit Ratings, Litigation & Regulatory Alerts for Oaks Asset Management Private Limited
Credit ratings, litigation, and regulatory alerts for Oaks Asset Management Private Limited
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MSME Payment Delays by Oaks Asset Management Private Limited
MSME payment history for Oaks Asset Management Private Limited
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Subsidiaries & Group Companies of Oaks Asset Management Private Limited
Corporate group structure for Oaks Asset Management Private Limited
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MCA Filings & Documents of Oaks Asset Management Private Limited
MCA filings and documents for Oaks Asset Management Private Limited
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Recent Activity on Oaks Asset Management Private Limited
Recent News on Oaks Asset Management Private Limited
Frequently Asked Questions about Oaks Asset Management Private Limited
Oaks Asset Management Private Limited is an active private limited company in the financial services sector based in Mumbai, Maharashtra, India. It was incorporated on 07 May 2015 (11+ years old) and is registered under CIN U67200MH2015PTC264110.
Oaks Asset Management Private Limited reported revenue of ₹15.86 Cr for FY 2025 (up 19.00% YoY).
The current directors of Oaks Asset Management Private Limited are:
- Vivekanand Suryaprakash Periayapatnam - Director
- Sandeep Somani - Director
- Kenneth Serrao - Director
The primary industry of Oaks Asset Management Private Limited is financial services. The company specifically operates in diversified financial services. The company is currently active in this sector.
Oaks Asset Management Private Limited can be reached at the registered office: 56 Maker Chambers Vi Nariman Point, Mumbai, Maharashtra, India – 400021, or through the website oaksamc.com.
The authorised capital is ₹1.25 Cr, and the paid-up capital is ₹1.1 Cr.