Business Details
Your Trusted Partner for Investment Advisory Services
Oaklane Capital is a boutique investment firm specializing in long-term management of Indian equities. Founded by first-generation entrepreneurs, we prioritize capital preservation and judicious asset utilization while maintaining an entrepreneurial culture. Our investment philosophy combines value-oriented strategies, forensic accounting, and a focus on downside protection developed over 25 years. We employ a bottom-up stock-picking approach with conviction-weighted portfolios, avoiding benchmarking and sector allocation.Our team of experienced professionals leverages deep research and ground-level relationship networks to identify asymmetric investment opportunities. As SEBI-registered portfolio managers, we maintain strict fiduciary standards with transparent frameworks for governance and investor relations. Our institutional infrastructure includes partnerships with leading brokers, legal firms, and audit organizations to ensure comprehensive service delivery.
Services
Portfolio Management
Equity Research
Wealth Planning
Risk Analysis
Investment Advisory
Highlights and features
- 25+ years of experience in India-centric investment management
- SEBI-registered portfolio managers with AAA-6130 compliance
- Proprietary analytical frameworks developed over three market cycles
- Employee-owned structure aligning incentives with investor interests
- Ground-level research network for forensic corporate governance analysis
Services
Portfolio Management
Our SEBI-registered portfolio management services focus on long-term capital preservation through value-oriented Indian equity investments. We employ bottom-up stock selection with conviction weighting to achieve asymmetric returns while maintaining strict risk controls. The service caters to sophisticated investors seeking compounding growth through direct market exposure.
Equity Research
Comprehensive equity research covering Indian markets with specialized sector expertise in banking, autos, and consumer goods. Our analysts combine 25+ years of industry experience with ground-level channel checks to deliver actionable investment insights supported by forensic accounting analysis and corporate governance evaluations.
Risk Analysis
Proprietary risk management framework developed over three market cycles focuses on downside protection through capital allocation analysis and valuation discipline. We employ forensic accounting techniques and corporate governance assessments to identify and mitigate investment risks in Indian equity markets.
People
Kuntal Shah
Partner
Founding partner with two decades of investment experience. Electronics engineer from Pune University. Lectures at premier institutions including IIM Ahmedabad and IIT Mumbai. Leads strategic direction and investment philosophy development.
Ashwini Desai
Fund Manager
CFA Charterholder and Chartered Accountant with decade-long equity market experience. Formerly with Bajaj Allianz Life Insurance. Specializes in investment management and financial analysis while mentoring CFA candidates and business students.
Harshad Katkar
Director
25+ years equity research experience. Former Deutsche Equities India head. MMS (Finance) from Mumbai University. Specializes in oil & gas and metals sectors with deep understanding of Indian capital markets.
Questions
What investment strategies does Oaklane Capital employ?
We use bottom-up stock picking with value orientation, forensic accounting analysis, and conviction-weighted portfolios while avoiding benchmarking and sector allocation.
Are you SEBI-registered investment advisers?
Yes, we are registered with SEBI as portfolio managers under registration number INP000006624 since 1993.
What geographic markets do you focus on?
Our primary focus is Indian equities with specialized expertise in Mumbai and Pune-based investment opportunities.
How does Oaklane approach risk management?
We employ 25-year-old analytical frameworks focusing on downside protection through capital allocation analysis and valuation discipline.
