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 2017 | 516 | -12.30% | 7.50% | 8.10% | 15.40% | - | 10.70% |
| ASK Growth Portfolio | 29 Jan 2001 | 1219 | -10.80% | 8.90% | 6.90% | 13.80% | 11.80% | 17.80% |
| ASK India Select Portfolio (ISP) | 04 Jan 2010 | 1426 | -11.70% | 7.30% | 7.50% | 12.80% | 10.20% | 14.20% |
| ASK Indian Entrepreneurship Portfolio (IEP) | 25 Jan 2010 | 10484 | -9.20% | 7.90% | 7.80% | 14.80% | 12.40% | 16.10% |
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