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 |
Product Name | Fund Manager | Date of inception | AUM | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ASK India Select Portfolio (ISP) | India Select Portfolio (ISP) | Mr. Chetan Thacker | 04 Jan 2010 | 4354 | -0.5% | -0.1% | -4.1% | 17.3% | 28.0% | 15.4% | 11.3% | 19.2% | 16.5% |
| ASK Growth Portfolio | Growth Portfolio | Mr. Chetan Thacker | 29 Jan 2001 | 3104 | 1.1% | 0.4% | -4.0% | 14.3% | 30.0% | 17.4% | 13.0% | 18.6% | 19.7% |
| ASK Emerging Opportunities Portfolio (EOP) | Emerging Opportunities Portfolio (EOP) | Mr. Anant Jalan | 24 Aug 2017 | 774 | 1.6% | -0.9% | -5.0% | 16.7% | 33.3% | 20.4% | - | - | 13.4% |
| ASK Indian Entrepreneurship Portfolio (IEP) | Indian Entrepreneurship Portfolio (IEP) | Mr. Chetan Thacker | 25 Jan 2010 | 20763 | 2.1% | 3.8% | -1.4% | 21.8% | 36.9% | 19.6% | 15.6% | 21.0% | 19.1% |
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