Bharat Shah
Executive Director, ASK Group
Mr. Bharat Shah, is an Executive Director at ASK Group and has been associated with them since 2008. He holds a bachelor’s degree in commerce from the University of Bombay and a post-graduate diploma in management from the Indian Institute of Management, Calcutta. He is also a member of the Institute of Chartered Accountants of India and a member of the Institute of Cost and Works Accountants of India. Having a 25 years of experience in the field of investment management, he has a considerable understanding of global businesses and stock picking is his forte. His investment philosophy emphasizes buying quality businesses enjoying superior growth but at reasonable valuations. In 2013, he authored a book entitled “Of Long-Term Value & Wealth Creation from Equity Investing: Observation, Ideas and Reflection”.
PMS Product Performance
| Company Name / Product Name |
Date of inception | AUM | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|
| ASK Investment Managers Ltd ASK Indian Entrepreneur Portfolio | 25 Jan 2010 | 8380.56 | 6.09% | 6.22% | 12.18% | 11.27% | - | 15.89% |
| ASK Investment Managers Ltd ASK India Select Portfolio | 04 Jan 2010 | 1234.26 | 1.87% | 3.13% | 11.20% | 9.97% | - | 13.95% |
| ASK Investment Managers Ltd ASK Growth Portfolio | 29 Jan 2001 | 935.25 | 1.75% | 3.47% | 11.36% | 10.56% | - | 17.60% |
| ASK Investment Managers Ltd ASK Emerging Opportunities Portfolio | 24 Aug 2017 | 457.55 | -0.13% | 4.07% | 11.76% | 11.52% | - | 10.36% |
| ASK Investment Managers Ltd ASK Domestic Resurgence Portfolio | 21 Jun 2018 | 591.57 | 6.29% | 7.05% | 14.71% | 13.80% | - | 11.67% |
| ASK Investment Managers Ltd ASK Financial Opportunities Portfolio | 26 Jun 2018 | 198.3 | 22.15% | 17.78% | 17.90% | 13.04% | - | 9.70% |
| ASK Investment Managers Ltd ASK India Vision Portfolio | 20 Nov 2019 | 68.27 | 5.33% | 3.78% | 10.53% | 10.71% | - | 10.11% |
| ASK Investment Managers Ltd ASK Lighthouse Portfolio | 07 Mar 2024 | 533.87 | 3.43% | - | - | - | - | 8.78% |
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