PMS AUM (in Rs. Cr)
24836

No. of PMS Products
4

No. of AIF Products
1

Data as of
30 Apr 2024

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 Growth Portfolio Multi Cap29 Jan 2001298833.80%12.50%13.10%15.40%17.80%19.10%
ASK India Select Portfolio (ISP) Multi Cap04 Jan 2010289234.50%12.60%14.20%14.30%17.30%15.90%
ASK Emerging Opportunities Portfolio (EOP) Mid & Small Cap24 Aug 201775933.10%11.80%13.40%16.90%-12.90%
ASK Indian Entrepreneurship Portfolio (IEP) Multi Cap25 Jan 20101819727.00%7.90%12.30%14.80%20.50%17.40%

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 Growth Portfolio 29 Jan 2001298833.80%12.50%13.10%15.40%17.80%19.10%
ASK India Select Portfolio (ISP) 04 Jan 2010289234.50%12.60%14.20%14.30%17.30%15.90%
ASK Emerging Opportunities Portfolio (EOP) 24 Aug 201775933.10%11.80%13.40%16.90%-12.90%
ASK Indian Entrepreneurship Portfolio (IEP) 25 Jan 20101819727.00%7.90%12.30%14.80%20.50%17.40%

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

imageBook a call with our PMS AIF Specialists