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 Investment Managers Ltd ASK Growth Portfolio | 29 Jan 2001 | 696.49 | -3.41% | -7.32% | 4.37% | 2.53% | 9.43% | 16.94% |
| ASK Investment Managers Ltd ASK India Select Portfolio | 04 Jan 2010 | 903.42 | -2.89% | -7.50% | 3.68% | 2.90% | 8.35% | 13.11% |
| ASK Investment Managers Ltd ASK Indian Entrepreneur Portfolio | 25 Jan 2010 | 5726.89 | -2.52% | -5.09% | 4.63% | 3.78% | 10.22% | 14.95% |
| ASK Investment Managers Ltd ASK Domestic Resurgence Portfolio | 21 Jun 2018 | 474.2 | 3.73% | -2.97% | 6.93% | 7.11% | - | 10.76% |
| ASK Investment Managers Ltd ASK India Vision Portfolio | 20 Nov 2019 | 50.47 | 3.32% | -4.04% | 3.84% | 3.87% | - | 9.12% |
| ASK Investment Managers Ltd ASK Financial Opportunities Portfolio | 26 Jun 2018 | 162.92 | 3.61% | 4.64% | 9.94% | 5.35% | - | 7.82% |
| ASK Investment Managers Ltd ASK Lighthouse Portfolio | 07 Mar 2024 | 449.9 | 2.16% | -5.60% | - | - | - | 6.46% |
| ASK Investment Managers Ltd ASK Emerging Opportunities Portfolio | 24 Aug 2017 | 212.72 | -4.31% | -7.88% | 3.48% | 3.85% | - | 9.13% |
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