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Regulatory Documents & Data

Investor Charter
Disclosure Documents
Summary of Investor Complaints
PMS Fee & Calculation

Grievance Redressal

The Investors can lodge complaints directly with the Portfolio Manager by directly sending an email to shalaka.juvekar@oaklanecapital.com or compliance@oaklanecapital.com 
The Investors can lodge complaints directly with the SCORE portal by accessing the portal through https://scores.sebi.gov.in/scores-home

SMART ODR (Securities Market Approach for Resolution Through ODR Portal) has been established by the seven Market Infrastructure Institutions (MII) together with ODR institutions to help investors access efficient dispute resolution fully online.

SMART ODR portal can be accessed at https://smartodr.in/login

Circular issued by the Securities and Exchange Board of India (SEBI) in relation to SMART ODR is available at: https://www.sebi.gov.in/legal/circulars/jul-2023/online-resolution-of-disputes-in-the-indian-securities-market_74794.html    

   

Oaklane Capital Management LLP

Corporate Identity Number: AAA-6130, SEBI Registration Number INP000006624.

Corporate Office: 801 ONYX, North Main Road, Koregaon Park, Pune -411001, India.

Tel: 020 - 4121 4014/ 6780 0533 | Email: ir@oaklanecapital.com | www.oaklanecapital.com

Principal Officer: Ashwini Desai | 020- 6780 0533 | Email: admin@oaklanecapital.com

Disclosure

Readers should take note of the following:

Oaklane Capital Management LLP (“Oaklane”) is registered with the Securities and Exchange Board of India (SEBI) as a Portfolio Manager with registration number as INP000006624. Oaklane Capital Management LLP provides only portfolio management services. Oaklane does not provide services in the nature of acting as manager and co-manager to issue, acting as an underwriter to issue, merchant banking, investment banking, stockbroker, which will conflict its operations of Oaklane as portfolio manager.

This literature is purely and primarily for educational purpose. This educational literature has been prepared based on the facts, figures and information, which is already available in publicly accessible media. While we would endeavour to update the information herein on a reasonable basis, Oaklane is under no obligation to update the information.

Oaklane Capital Management LLP does not independently verify, filter, or curate third-party data, information, research, news, or views referenced in its educational literature. Such content is used and reproduced as available in publicly accessible media, without independent assessment of its accuracy, completeness, or relevance. Oaklane does not operate as an aggregator or curator of third-party content on behalf of its clients or any other person, and nothing of this literature should be construed as such.

Any reference to third-party content, sources, or views in Oaklane's literature does not constitute, and should not be interpreted as, an endorsement, recommendation, or validation by Oaklane of the source, the content, or the views expressed therein. “Oaklane” does not selectively present or curate third-party content with the intent to influence, guide, or inform any investment decision. Readers are advised to independently verify all third-party information and to exercise their own judgment before placing any reliance on it.

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Neither Oaklane nor its partners, employees, agents or representatives shall be responsible or liable in any manner, directly or indirectly for views or opinions expressed in this educational literature or the content of this educational literature, which is primarily derived from third party source. Oaklane Capital Management LLP does not warrant its accuracy or completeness. Oaklane Capital Management LLP shall not be in any way responsible for any loss or damage that may arise to any person from any inadvertent error in the information contained in this educational literature, which is primarily derived from third party source. 

The companies, themes, sectors (if any) discussed or views expressed, are purely for educational purposes. The users/ readers assume the entire risk of any use made of this information. This educational literature is neither an offer nor solicitation of an offer to buy and/or sell any securities/ companies mentioned herein and/or not an official confirmation of any transactions.

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Readers must note that investments in securities market are subject to market risks and readers must read all the relevant information as provided on the website.