Oaklane Capital Management
Oaklane Capital, an employee-owned investment firm, excels in managing Indian equities for long term and patient capital. With a boutique approach based in Mumbai and Pune, we take pride in acting as a fiduciary custodian of client’s capital and trust. Our goal is to deliver significant returns by focusing on asymmetric investing opportunities by leveraging a value oriented, risk-controlled strategy and maintaining simplicity in our investments.
Why clients trust and partner with us
Our long-term investment strategy complements the goals of our carefully chosen clientele. It revolves around achieving sustainable growth via a disciplined, value-driven methodology. By leveraging in-depth research and an opportunistic mindset, we target asymmetric returns, minimizing risk while maximizing potential. Our long-term approach aligns well with the nature of our invested capital, which is patient, unlevered and permanent. This strategy empowers us to maintain investments over longer holding periods and endure market downturns without succumbing to pressure to sell. Our proven performance track record and skin in the game are valued by our partners.
Oaklane Capital Management LLP is an employee-owned boutique investment firm focused on listed Indian equities. The principals of our firm have over two and a half decades of experience in India-centric investment management.
Our Brand
Longevity and Growth
The oak is a universal symbol of strength, protection and endurance. It represents morale, resistance and knowledge. Oaks are known to easily surpass three centuries, making it a powerful life-affirming symbol.
“The oak is a living legend representing all that is true, wholesome, stable, and noble. When the root is deep, there is no reason to fear the wind.”
Perspective: The second part of our name evokes a roadmap of investment journey
Most people’s financial lives and investment journeys are made up of a collection of standalone decisions on investments, products, allocation, tax and legal structures. These areas are often kept separate, one is often faced with making standalone choices that don’t necessarily fit in with the whole picture and at times contradict the stated goal.
A Lane of oak trees is a roadmap to integrate decision-making to plan and optimise the journey by combining the steps into a unified investment philosophy and process. This is to bring a clear understanding of direction and journey, keeping the end destination in mind.
Our Core Beliefs
Our objective is to preserve and compound our capital by investing the same for the long-term in listed Indian equities. We have an opportunistic inclination towards value-oriented and risk-controlled approach towards investments with preference for asymmetric payoffs.
We believe in depth and are proponents of extremely deep drilled research on such select opportunities where we strive to be investors (non-insiders), who have the best possible insight into the business. This enables one to reduce investment downside risk and develop conviction to hold the investment for the long-term and aspire to attain outsized risk-adjusted returns.
Invest in companies that can compound their capital at an above average rate while incurring a below average level of risk and at attractive valuations.
Doing Good
Each year we selectively back few projects that positively impact people by helping them to improve their lives, their communities and the world around them.
Institutional Setup
Institutional framework of third-party service providers:
We Value
We view stocks as partial ownership of businesses and we value:
Our Team
Partner
Kuntal Shah
Kuntal Shah is a founding partner of the Firm. He has carved out his niche as a successful investor over the past two decades. He is an electronics engineer from Pune University. Kuntal contributes to the society by delivering lectures at IIM – Ahmedabad, IIT- Mumbai, FLAME University and CA Institute.
Fund Management and Research
Ashwini Desai
Ashwini is a CFA Charter holder and Chartered Accountant by qualification, investment manager by profession and teacher by vocation. Her career in equity markets spans over a decade with prior experience at Bajaj Allianz Life Insurance. Ashwini also contributes to society by mentoring students at SCMHRD and CFA candidates.
Ashish Sharma
Ashish has 17+ years of experience in Indian equity markets, specializing in the Banking & Financial Services sector. He holds an MBA (Finance) from ICFAI Business School, Hyderabad, and a B.Com. (Hons.). Before joining Oaklane, he worked as a BFSI analyst with Enam Asset Management and Darashaw as a BFSI Analyst.
Sourabh Arya
Sourabh has 15 years of experience in Emerging Markets investing. He holds a master’s in finance from Nirma Institute of Management and is a CFA Charter holder and Certified FRM holder. Before joining Oaklane Capital, he worked at Goldfish Capital, GMO & Co., and Bajaj Allianz, managing Asian equities funds.
Vishal Mehta
Vishal brings 15 years of expertise in Indian equity markets, specializing in small and mid-cap investments. He holds a Post Graduate Diploma in Management from FLAME University and a bachelor’s in management from Jai Hind College. Previously, he contributed to value-focused family offices like Corporate Database and Wealth Guardian.
Utsav Adani
Utsav is a CFA Charter holder and MBA Gold Medallist (Overall and in Finance) from FLAME University. He led his team to win the CFA Research Challenge 2019 (West Zone). He holds a BBA (Economics & Finance) from Ahmedabad University and interned at the Reserve Bank of India.
Shreya Banthia
Shreya is a CFA Charter holder and Chartered Accountant. She transitioned from accountancy to equities after discovering her passion for global markets. Before joining Oaklane, she worked at Multi-Act Trade & Investments. Since 2022, she has actively volunteered for the CFA Society.
Vandit Dharamshi
Vandit Dharamshi is an undergrad alumnus from FLAME University and brings with him four years of valuable buy-side equity research experience from ENAM Holdings and Alpha Invesco. Has avid interest in chess, reading and photography.
Anoushka Sanghvi
Anoushka is a BBA graduate in finance from NMIMS University, Mumbai, has cleared CFA Level 1. With nearly a year of experience as an Investment Associate at Oaklane, she is keen to leverage her academic background and pursue a promising career in the equity markets.
Shantanu Sudame
Shantanu is a computer science engineer from MIT-WPU, Pune, and a CFA program participant. He previously interned at AlgoAnalytics as a quantitative trading intern. As a fresh graduate, he is keen to begin his career in capital markets.
Naman Bohra
Naman is an MBA graduate from FLAME University, participated in the CFA Research Challenge, advancing to the zonal round. He holds a bachelor’s degree in commerce from DAVV University and interned at Oaklane Capital. Passionate about equity markets, he is eager to grow and build a successful career in capital markets.
Akshit Gupta
Akshit is an Electronics and Telecommunication Engineer from VIT, Pune, and a CFA Level 2 Candidate. Before joining the firm, he interned at Purnartha Investment Advisers in Equity Research.
Abhishek Ranawade
Abhishek is a CFA candidate with a BBA in Finance, previously worked as a Research Analyst at Tresvista, specializing in financial analysis. Now at Oaklane, he is eager to apply his skills and deepen his knowledge of capital markets.
Sakshar Nagar
Sakshar has 2.5 years of experience in Indian equity market tracking the Auto, Cement and Metal sector. He has done MBA- Finance and B. Com. Before joining Oaklane Capital, he had worked with Ace Lansdowne and Equirus Securities.
Advisor
Vikram Srinivasan
Vikram is a seasoned, curious, outcome driven entrepreneur/technology leader. He has experience of developing high performance teams across start-up and large organizations, building complex and innovative products that delivered business value to customers and the organization. Prior to joining the firm he worked with Target Inc, USA and was associated with Alcatel-Lucent Bell Labs India. Vikram holds PhD from the University of California, San Diego.
Legal and Compliance
Swapnil Walimbe
Swapnil is a seasoned Compliance and business operations professional with over 14 years of experience across India and North America. Fluent in French, he previously worked with PPFAS Mutual Fund and Excel Funds (Canada). Swapnil is an ICSI associate member and holds a Project Management certification from Stanford University.
Shalaka Juvekar
Shalaka holds a bachelor’s degree in law and commerce and is an Associate Member of the Institute of Company Secretaries of India. She has over 4 years of experience in secretarial, legal and regulatory compliance. Prior to joining the firm, she worked with Mehta & Mehta, Mumbai.
Vrushali Girawale
Vrushali is a Chartered Accountant with 4 years of diverse experience in Internal Audit, Taxation, Compliance and Accounting. Prior to joining the firm, she was associated with B K Khare. She is an associate member of ICAI.
Operations and Fund Accounting
Ankit Shah
Ankit is an experienced capital markets professional with over 13 years of experience in the field of fund operations, administration and accounting process. Prior to joining the firm, he was associated with SageOne Investment Advisors and PPFAS Mutual Fund. Ankit holds a Bachelor’s degree in Commerce from Mumbai University.
Babita Kumari
Babita Kumari is a manager in operations and fund accounting with two years of experience in the field. She holds a postgraduate diploma in banking services from Manipal Academy of Higher Education, Bangalore. Previously, she worked as an assistant manager in fund services at Axis Bank, focusing on fund accounting.
IT and Administration
Vinayak Jadhav
Vinayak is an experienced IT and Administration Manager with over 12 years in facilities management, IT support, and administrative operations. He has previously worked at Equirus Securities, BankBazaar.com, and Anand Rathi, where he honed his skills in managing complex facilities and leading administrative teams while providing technical support.