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 201778428.89%8.15%16.78%17.47%-12.39%
ASK Growth Portfolio 29 Jan 2001287529.01%8.32%15.55%15.20%18.00%18.91%
ASK Indian Entrepreneurship Portfolio (IEP) 25 Jan 20101888625.13%7.11%14.76%15.42%18.40%17.34%
ASK India Select Portfolio (ISP) 04 Jan 2010289929.30%8.26%14.80%14.50%17.40%15.57%

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