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 | 8075.44 | 13.17% | 5.62% | 12.65% | 9.84% | - | 15.81% |
| ASK Investment Managers Ltd ASK India Select Portfolio | 04 Jan 2010 | 1141.48 | 12.65% | 1.00% | 10.33% | 8.44% | - | 13.66% |
| ASK Investment Managers Ltd ASK Growth Portfolio | 29 Jan 2001 | 886.19 | 12.24% | 1.29% | 10.25% | 7.98% | - | 17.39% |
| ASK Investment Managers Ltd ASK Emerging Opportunities Portfolio | 24 Aug 2017 | 423.57 | 17.14% | 4.99% | 12.55% | 9.51% | - | 10.47% |
| ASK Investment Managers Ltd ASK Domestic Resurgence Portfolio | 21 Jun 2018 | 590.33 | 22.58% | 8.02% | 14.88% | 12.12% | - | 11.82% |
| ASK Investment Managers Ltd ASK Financial Opportunities Portfolio | 26 Jun 2018 | 201.88 | 30.89% | 18.39% | 18.73% | 10.97% | - | 9.77% |
| ASK Investment Managers Ltd ASK India Vision Portfolio | 20 Nov 2019 | 68.94 | 21.69% | 4.33% | 11.47% | 9.63% | - | 10.31% |
| ASK Investment Managers Ltd ASK Lighthouse Portfolio | 07 Mar 2024 | 538.44 | 25.32% | 0.00% | 0.00% | 0.00% | - | 9.90% |
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