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 Emerging Opportunities Portfolio (EOP)Emerging Opportunities Portfolio (EOP)Mr. Anant Jalan24 Aug 20177836.6%10.3%3.7%-1.2%27.6%20.7%12.4%
ASK Growth PortfolioGrowth PortfolioMr. Chetan Thacker29 Jan 200130265.9%9.0%3.0%-3.8%24.9%18.4%10.8%18.5%19.5%
ASK Indian Entrepreneurship Portfolio (IEP)Indian Entrepreneurship Portfolio (IEP)Mr. Chetan Thacker25 Jan 2010211495.4%9.4%3.8%0.8%28.9%20.5%14.2%20.6%18.5%
ASK India Select Portfolio (ISP)India Select Portfolio (ISP)Mr. Chetan Thacker04 Jan 201042434.1%9.0%3.2%-2.0%22.6%16.4%9.6%18.9%16.1%

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