OAKS Asset PMS stands as a beacon of excellence in the financial landscape, offering discerning investors personalized and proficient investment solutions.

With a rich legacy of trust and expertise, OAKS Asset Portfolio Management provides a diverse range of services tailored to individual preferences and financial goals.

In this article, you will get a detailed review of its PMS performance, charges, strategies, support & more.

Total AUM Rs.450.62 Cr.
Avg. 1 Year Return 26.17%
Active Clients 250
No. of Strategies 1
Minimum Investment Rs.50 Lakh
Experience 9 Years

OAKS Asset PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Vishal Ootam

Founded In (year)

2015

OAKS Asset Portfolio Management Service Performance or Returns

1 Year Return

26.17%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

NA

Nifty 50 - 3 Year Return

20.15%

5 Year Return

NA

Nifty 50 - 5 Year Return

11.52%

OAKS Asset PMS Commission, Charges or Fees

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%


Best Strategies by OAKS Asset Portfolio Management Services

Check out various strategies or Investment approaches provided by OAKS Asset Portfolio Managers.

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 47.61%
3 Yr. Return 26.35%
5 Yr. Return NA
Fund Manager Not Disclosed

Top Fund Managers of OAKS Asset PMS

#1

Mr. Kenneth Serrao

#2

NA

#3

NA

#4

NA

#5

NA

Check out Business Opportunities with Similar Brands

Investment Facilities provided by OAKS Asset Portfolio Manager

Custom Strategy

Allowed

Strategy Switch

Not Allowed

Switch Charges

0.85% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

3% within 1st Year

OAKS Asset Portfolio Management 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 PMS Dashboard Link

Web Platform


OAKS Asset PMS Review or Ratings by Finec.in

Overall Rating

7.37 / 10

Portfolio Performance

7.52 / 10

Support

7.33 / 10

Facilities

7.55 / 10

Charges

7.26 / 10

Experience

7.19 / 10

OAKS Asset Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000004888

Contact Person

SANDEEP SOMANI

Email ID

info@oakasset.com

Telephone No.

022 2966 6869

Address

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

Starting Date

Oct 06, 2015

Check out Business Opportunities with Similar Brands

OAKS Asset PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with OAKS Asset Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of OAKS Asset PMS

Double your Investment in 3 YearsInvest in PMS