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 Indian Entrepreneurship Portfolio (IEP) | 25 Jan 2010 | 17314 | 28.20% | 17.40% | 10.00% | 16.80% | 15.60% | 18.00% |
ASK India Select Portfolio (ISP) | 04 Jan 2010 | 2660 | 30.60% | 18.70% | 10.20% | 14.80% | 14.80% | 16.20% |
ASK Growth Portfolio | 29 Jan 2001 | 2617 | 33.00% | 16.90% | 9.30% | 16.10% | 15.50% | 19.20% |
ASK Emerging Opportunities Portfolio (EOP) | 24 Aug 2017 | 731 | 31.80% | 20.00% | 11.70% | 18.60% | 14.40% |