About Us

Oasis Wealth Management Limited is a London-based financial planning firm. The Company was founded 9 years ago by Shankar Devarashetty, an entrepreneur, accountant and financial adviser. Our highly experienced team can be accessed when needed offering financial advice with tax planning services.

We work alongside Oasis Accountants a team of highly experienced, professional accountants, account managers, bookkeepers and support staff. They offer services to start-ups, growing businesses, scale-up businesses, SMEs, sole traders and partnerships in the UK.

Accountancy advice is not part of Quilter Financial Planning offering and is offered through Oasis Accountants. Quilter Financial Planning are not responsible for the service. The link above departing from the regulatory site of Oasis Wealth. Neither Oasis Wealth nor Quilter Financial Planning are responsible for the accuracy of the information

OASIS WEALTH ADVISERS

  • Shankar Devarashetty ACA, DipFA

    Shankar is an experienced financial Advisor and accountant with over 20 years experience in financial services. He brings a unique, human approach to providing value to clients. This ensures that all Oasis Wealth clients receive unrivalled care and attention.

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  • Indy Agnihotri MSc, ACA, DipPFS

    Indy is also an experienced financial advisor. He is also an accountant with over 20 years of experience. He has worked for some large professional services firms in London (including Ernst & Young - Corporate Finance). He has a passion for working with individuals & business owners loving the entrepreneurial spirit and journey this entails.

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  • Mike Gibbs MSc, CA, CFA, DipPFS

    Mike, like others in the Oasis Wealth team, is a Financial Adviser and Chartered Accountant. His first job was working for Ernst & Young in Mexico in 1999 and he later qualified as a Chartered Accountant with them in London in 2004.

    After completing a Masters in Mathematical Trading and Finance (Distinction) at Bayes Business School he worked in Investment Banking for over 16 years during which time he also became a CFA Charterholder. His experience in Risk Management and of a wide range of financial products coupled with his Diplomas in Financial Planning provide a great pool of knowledge and experience to draw on to advise clients. Having spent several years speaking to Financial Regulators about risks he now prefers speaking to clients and providing practical and useful financial advice.

    He finds it very satisfying to help clients save money and enable their investments to grow more.

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  • Hema Adavikolanu CeMAP

    Hema, is an experienced Mortgage and Protection Adviser, and has been part of the Oasis team since 2020. Prior to this she was a Mortgage Adviser at a local Estate Agent and is therefore very familiar with the complete customer journey. She is very happy to advise customers on the important milestones and let them know what to watch out for in the interactions with Estate Agents, Solicitors and other party. Hema enjoys the interaction with different customers and finds it satisfying, contributing to the clients' successful completions. This is what makes the process of advising a very rewarding experience!

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OASIS WEALTH PRINCIPLES AND VALUES

Here at Oasis Wealth we strive to serve and offer great value to all our clients. We pride ourselves on delivering desired results through being 100% present with total transparency. We aim to excel and exceed our client’s expectations as well as serve our clients to the best of our ability, exploring ways to meet their financial goals and live the life they want.

3 STEP OASIS APPROACH

  • STEP 1

    If you are interested, we will provide you with additional information on what you should expect by sending brochures, leaflets on our offerings. After looking through the information, you can contemplate whether you would like to proceed.

  • STEP 2

    Next, we will arrange a 20 minute conversation between you and an Oasis financial adviser to discuss your present and future situation.

    • Where are you now?

    • Where do you want to be?

    Then we will talk through the possible options e.g. pensions, insurance, investments, mortgages. This will all be tailored to your needs and wants with the support of tax planning advice as required.

    You can decide after this meeting whether you would be willing to proceed with Oasis wealth. Yes or no are perfect responses

  • STEP 3

    Once you have agreed to go ahead, we will send you various documents to help us assess which products are most suited for you, how much you can afford, assess your financial situation, and what your appetite for risk is.

    After that, we will work to get the recommended solution and product set up for you.

Note: Accounting services are not regulated by the Financial Conduct Authority. Accounting services are not part of the Quilter Financial Planning offering and are offered in our own right.