PMS AUM (in Rs. Cr)
15092

No. of PMS Products
6

No. of AIF Products
2

Data as of
31 July 2025

ASK Group is a renowned financial services group and a leading industry player in wealth and investment management, catering to some of the most affluent families in India. Started in 1983, it is known for strong research-based investment management, asset management, private equity, wealth advisory and multi-family office businesses.

PMS Product Performance

Company Name /
Product Name
Category Date of inception AUM 1y return 2y return 3y return 5y return 10y return Since inception return
ASK Emerging Opportunities Portfolio (EOP) Mid & Small Cap24 Aug 2017551-7.10%9.60%11.70%17.10%-11.40%
ASK Growth Portfolio Multi Cap29 Jan 20011306-9.70%9.80%9.40%14.40%11.60%18.00%
ASK India Select Portfolio (ISP) Multi Cap04 Jan 20101558-10.40%7.90%8.70%13.50%10.20%14.40%
ASK Indian Entrepreneurship Portfolio (IEP) Multi Cap25 Jan 201011677-3.00%8.50%9.50%16.30%12.20%16.40%

Key People

Bharat-Shah

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”.

Nimesh Mehta

Nimesh Mehta
Director & Country Head- Sales & Products, ASK Investment Managers

Mr. Nimesh Mehta has more than 21 years of experience in industries ranging from NBFC, Equities, Asset Management & Financial Services. He is an author of an International Bestseller book on Amazon titled “Sales Booster.”

Awards & Achievements

• In 2023, ASK Indian Entrepreneur Portfolio or ASK IEP PMS was awarded Rank #3 as the Best PMS across all categories, on a 10Y Risk-Adjusted Returns. These Awards were hosted by PMS AIF WORLD, in association with IIM-Ahmedabad.

• In 2021, ASK Indian Entrepreneur Portfolio or ASK IEP PMS was awarded Rank #2 as the Best PMS across all categories, on a 10Y Risk-Adjusted Returns. These Awards were hosted by PMS AIF WORLD, in association with IIM-Ahmedabad.

• In 2021, ASK Indian Entrepreneur Portfolio or ASK IEP PMS was awarded Rank #2 as the Best PMS across all categories, on a 5Y Risk-Adjusted Returns. These Awards were hosted by PMS AIF WORLD, in association with IIM-Ahmedabad.

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 Emerging Opportunities Portfolio (EOP) 24 Aug 2017551-7.10%9.60%11.70%17.10%-11.40%
ASK Growth Portfolio 29 Jan 20011306-9.70%9.80%9.40%14.40%11.60%18.00%
ASK India Select Portfolio (ISP) 04 Jan 20101558-10.40%7.90%8.70%13.50%10.20%14.40%
ASK Indian Entrepreneurship Portfolio (IEP) 25 Jan 201011677-3.00%8.50%9.50%16.30%12.20%16.40%

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