Find Your Franchise

OAKS Asset PMS (Portfolio Management Services) is a premier investment solution designed to cater to the diverse financial goals of investors.

Known for its expertise in equity investments, this PMS house offers a range of strategies tailored to maximize returns through research-driven portfolio management.

The OAKS Asset Portfolio Management services prioritize client-centric solutions, leveraging deep market insights, robust risk management, and innovative strategies to deliver consistent results.

OAKS Asset PMS - Snapshot

Total AUM

Rs.607.04 Cr.

1 Year Return

33.30%

Minimum Investment

Rs.50 Lakh

Experience

9 Years

Active Clients

347

OAKS Asset Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

3.76 / 5

Fees

3.63 / 5

Experience

3.60 / 5

Support

3.67 / 5

Facilities

3.78 / 5

Overall Rating

3.69 / 5

Star Rating


Overview of OAKS Asset Portfolio Management Services

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Vishal Ootam

Founded In (year)

2015

No. of Active Clients

347

Minimum Investment

Rs.50 Lakh

Investment Strategies

1

OAKS Asset PMS Returns or Performance

1 Year

33.30%

Nifty 50 - 1 Year

17.34%

3 Year

2099.50%

Nifty 50 - 3 Year

13.57%

5 Year

NA

Nifty 50 - 5 Year

20.77%

OAKS Asset PMS Charges or Cost

Fixed Fees

2.5% of Fund Value

Variable AMC

1% of Fund value

Variable Profit Sharing

10% (if above 10% profit)

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%

OAKS Asset PMS Investment Strategies

Strategy Name ABC Equity Portfolio
Start Date 28-Jan-21
Category Flexicap
Benchmark Nifty 50
AUM (Rs.) Not Disclosed
No. of Stocks Not Disclosed
1 Yr. Return 33.30%
3 Yr. Return 2099.50%
5 Yr. Return NA
Fund Manager Mr. Kenneth Serrao

Top Portfolio Managers of OAKS Asset Portfolio Management Services

#1

Mr. Kenneth Serrao

OAKS Asset Portfolio Manager - Customer Support

Call Support

Available

Email Support

Available

Chat Support

Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 5 Working days

OAKS Asset Portfolio Management - Investment Facilities

Custom Strategy

Provided

Strategy Switch

Not Provided

Switch Charges

0.85% of Fund Value

NRI Investment

Provided

Discretionary

Provided

Non-Discretionary

Provided

Early Exit

Provided

Early Exit Charges

3% within 1st Year

Check out Business Opportunities with Similar Brands

OAKS Asset PMS - SEBI Details

SEBI Reg. No.

INP000004888

Contact Person

SANDEEP SOMANI

Telephone No.

022 2966 6869

Address

56, MAKER CHAMBER VI, NARIMAN POINT, MUMBAI, MAHARASHTRA, 400021

Starting Date

Oct 06, 2015

OAKS Asset Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

OAKS Asset Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

OAKS Asset PMS Backoffice or Dashboard Link

Web Platform

Double your Investment in 3 Years!Invest in PMS