About Us
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
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.
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.
Utsav Adani
Utsav is a part of the investment management team. He is a CFA Charter Holder and MBA Gold Medalist (Overall and in Finance) from FLAME University. He was the team leader of CFA Research Challenge 2019, which jointly won the West Zone Finals. He pursued his BBA (dual majors in Economics & Finance) from Ahmedabad University. Prior to joining the firm, he interned at the Reserve Bank of India.
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.
Swapnil Walimbe
Swapnil is an experienced Compliance & business operations professional with over 14 years of experience of working in India and North America, with multi lingual-skills (French). Prior to joining the firm he was associated with PPFAS Mutual Fund and Excel Funds (Canada). He is an associate member of ICSI (India), completed Project Management from Stanford University.
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.