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 Emerging Opportunities Portfolio (EOP) 24 Aug 20175822.30%16.60%8.50%17.80%11.40%
ASK Growth Portfolio 29 Jan 20011419-4.60%13.00%6.50%15.30%12.30%18.00%
ASK India Select Portfolio (ISP) 04 Jan 20101759-5.20%12.90%6.40%14.50%10.70%14.40%
ASK Indian Entrepreneurship Portfolio (IEP) 25 Jan 201012,6774.40%15.10%6.70%17.90%12.50%16.50%

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