
India-Centric Long-Term Investments Driven By Experience, Strategy and Insight
Oaklane Capital Management LLP is an employee-owned boutique investment firm focused on listed Indian equities. The principals of the firm have over two and a half decades of experience in India-centric investment management. The firm takes pride in acting as a fiduciary custodian of client's capital and trust, with a boutique approach based in Mumbai and Pune. The firm's goal is to deliver significant returns by focusing on asymmetric investing opportunities by leveraging a value oriented, risk-controlled strategy and maintaining simplicity in the firm's investments.
Sorted by 3-year return. Returns are TWRR, net of fees; CAGR above 1 year.
Oaklane Be-spoke-Equity
Oaklane Be-spoke-Debt
Kuntal Shah
Founding Partner
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
Head – Strategic Initiatives & Projects
CFA, Chartered Accountant
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.
Harshad Katkar
Director Investment Research
MMS (Finance)
Harshad has over 25 years of experience in Indian Equity markets. He holds a MMS (Finance) from Mumbai University. Before joining Oaklane Capital, he worked as Head of Research and Oil & Gas, Metals analyst at Deutsche Equities India and as Oil & Gas analyst at UBS Securities India, HDFC Securities, etc.
Jinesh Gandhi
Director Investment Research
CFA, MBA (Finance)
Jinesh brings over 20 years of equity research experience covering sectors like Autos, Cement, and Pharma, at across Motilal Oswal and Ambit Capital. A CFA charterholder and MBA in Finance from NMIMS, he has received multiple national and international awards for research excellence.
Ashish Sharma
Senior Investment Analyst
Ashish Sharma 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 at Enam Asset Management and Darashaw.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Sourabh Arya
Senior Investment Analyst
CFA, FRM
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
Senior Investment Analyst
PGDM
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.
Chintan Modi
Senior Investment Analyst
Chartered Accountant, B.Com
Chintan has over 15 years of experience in equity research, with expertise across diverse sectors. He is a Chartered Accountant and holds a B.Com degree from Narsee Monjee College. Prior to joining Oaklane, he worked with leading institutions including Haitong Securities, Motilal Oswal, and Reliance Securities. He has been consistently top-rated in the Asiamoney Analyst Rankings.
Utsav Adani
Junior Investment Analyst
CFA, MBA
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
Junior Investment Analyst
Shreya Banthia 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.
Sakshar Nagar
Junior Investment Analyst
MBA (Finance), B.Com
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.
Rushabh
Junior Investment Analyst
Rushabh is a quantitative economist with degrees from Harvard Kennedy School and Tufts University. Over the last six years, his professional experience spans research, consulting and startup operations, with a focus on energy transition value chains.
Anoushka Sanghvi
Investment Associate
CFA, BBA (Finance)
Anoushka, a CFA charter holder, she has three years of experience in Indian capital markets, with a focus on bottom-up research and identifying opportunities in the small- and mid-cap space. She holds a BBA in Finance from NMIMS and leverages AI to complement her fundamental research approach.
Shantanu Sudame
Investment Associate
CFA
Shantanu is a CFA charter holder and a computer science engineer by qualification, he holds three years of experience in Indian equities, where he follows a range of sectors and themes and screens for new investment ideas. He has a keen interest in AI and it's applicability in investing.
Akshit Gupta
Investment Associate
CFA Level 2 Candidate
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.
Srishti Sarda
Research Intern
Chartered Accountant, B.Com
Srishti holds degrees as a Chartered Accountant and a Bachelor of Commerce. Previously, she interned under the domain of investment banking at Elara Capital and Hem Securities. She is passionate about market research and keen to build her career in public investing.
Ronit Agrawal
Research Intern
Ronit Agrawal is a Chartered Accountant (All India Rank 44) and CFA Level II qualified professional with a bachelor's degree in commerce. He has prior experience in audit and taxation and brings a strong analytical orientation with a keen interest in capital markets and equity research.
Swapnil Walimbe
Compliance Officer
Swapnil Walimbe 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
Manager – Compliance
Shalaka Juvekar 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
Internal Auditor
Vrushali Girawale is a Chartered Accountant with 4 years of diverse experience in Internal Audit, Taxation, Compliance and Accounting. Prior to joining Oaklane, she was associated with B K Khare. She is an associate member of ICAI.
Mahika Sharma
Compliance Officer
LLM
Mahika holds a Master's in Law from Symbiosis International University, Pune, specializing in securities and corporate law. With experience at SEBI and top law firms, she has strong expertise in regulatory compliance, capital markets, and corporate governance, along with a deep understanding of India's legal and financial regulatory landscape.
Chetan Bhoite
Principal Officer
Chartered Accountant
Chetan is a Chartered Accountant with over 15 years of experience in asset management, spanning risk assessment, internal audit and operations. Before joining Oaklane, he led audit and consulting engagements at S Panse & Co. LLP across Mutual Funds, PMS, AIFs and Insurance firms. His interests include investment analytics. He has deep insight into developing tools which integrates equity and fund analysis with risk insights.
Ankit Shah
Dealer
B.Com
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
Manager – Operations
PG Diploma (Banking Services)
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.
Shubham Darandale
Manager – Operations & Fund Accounting
Chartered Accountant
Shubham is a Chartered Accountant with over five years of experience in Fund Accounting, Taxation, and Audit. At Oaklane, he aims to strengthen fund accounting processes and enhance operational efficiency. Prior to joining the firm, he worked at Citco as a Senior Private Equity Fund Accountant.
Nidhi Pardeshi
Client Onboarding Manager
Nidhi Pardeshi is an MBA in Finance with 6 years of client servicing experience in the financial sector. She has worked with HDFC AMC, Deutsche Bank AG and Tata Capital, handling institutional clients across AMC, corporate banking and NBFC domains, with a focus on service excellence and relationship management.
Gunjan Paliwal
Head of People & Culture
MBA (HR and Finance)
Gunjan brings 8+ years of experience in the Fintech startup ecosystem, with leadership roles at Signzy, Lentra, and Zoop.One. An MBA in HR and Finance, she specializes in scaling organizations, building HR frameworks, and fostering people-centric cultures. At Oaklane, she drives people strategy, organizational development, and long-term value creation.
Vedant Modak
Growth Marketer
BBA
Vedant works at the intersection of brand strategy, marketing, and creative direction. He is a BBA graduate from FLAME University with a major–minor specialization in Finance, Advertisement, and Branding and has close to two years of professional experience. He holds the Inside LVMH Certificate in Creation & Branding and at Oaklane Capital focuses on marketing execution and creative strategy.
Vinayak Jadhav
Manager – IT & Administration
Vinayak Jadhav is an 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, honing his skills in managing complex facilities and leading administrative teams.
Ankita Auddy
Executive Assistant – Founder's Office
Ankita brings over 10 years of cross-industry experience across Pune and Chennai, with a strong foundation in luxury hospitality. She has worked with premium brands like Hilton and Marriott in Pune, gaining expertise in operations and stakeholder management. Known for her leadership mindset, she drives structure, efficiency, and strategic support.
Ojas Sawant
Investment Associate
CFA Level I (cleared)
Ojas has 2.5 years of professional experience in Equity Research, with a focus on the Chemicals and Pharma sectors. He holds a bachelor's degree in financial Markets from K.C. College and has cleared CFA Level I. Prior to joining Oaklane, he was associated with Haitong Securities India.
Drishti Swami
Junior HR Generalist
BBA (Honors)
Drishti holds a bachelor's degree in business administration (Honors) from Somaiya University. With 2 years of professional experience, she has worked with leading organizations including Godrej, Nykaa, and Turner & Townsend, developing expertise in people management, process enhancement, and employee experience.
Nitin Khandelwal
Senior Vice President – Sales & Distribution
MBA
Nitin brings over 18 years of professional experience, including 17 years with Aditya Birla Sun Life Asset Management Company. He holds a Master's degree in Business Administration from SLIMS University.
Kunal Shaparia
Senior Vice President – Sales & Distribution
Kunal brings over 17 years of professional experience, with significant experience at Aditya Birla Sun Life Asset Management Company prior to joining Oaklane.
Prerana Bidada
Executive – Accounts & Tax
Chartered Accountant
Prerana is a Chartered Accountant with experience in audit, taxation, and financial reporting. Prior to joining Oaklane, she was associated with L K S & Co., where she worked on statutory and bank audits, tax assignments, and financial statement preparation. She also contributed to the merger of 16+ group companies for a real estate client, gaining exposure to large-scale corporate restructuring and transaction execution.
Ayush Garg
Junior AI Engineer
BE (AI and Data Science)
Ayush Garg holds a Bachelor of Engineering (BE) in Artificial Intelligence and Data Science from D.Y Patil University. He develops practical AI-driven solutions, explores emerging AI technologies and local AI systems, and supports the firm's technology and operational initiatives through intelligent automation.
Vijay Dikonda
Manager
MCA
Vijay has over 8 years of experience in IT Support and IT Operations, with expertise in IT infrastructure, system and network troubleshooting, IT asset management, and IT service delivery. He holds a master's degree in computer applications (MCA) from Pune University and previously worked in Bot Matic Solution Private Limited.
Vikram Srinivasan
AdvisorAdvisor
PhD
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.
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