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 | 3777 | -4.10% | -2.70% | 12.30% | -7.70% | 8.30% | 10.30% | 7.30% | 17.00% | 15.20% |
| ASK Indian Entrepreneurship Portfolio (IEP) | Indian Entrepreneurship Portfolio (IEP) | Mr. Chetan Thacker | 25 Jan 2010 | 19443 | -4.10% | -4.30% | 11.30% | -8.50% | 10.60% | 13.80% | 11.00% | 18.50% | 17.40% |
| ASK Growth Portfolio | Growth Portfolio | Mr. Chetan Thacker | 29 Jan 2001 | 2829 | -3.10% | -3.60% | 15.50% | -6.00% | 11.10% | 12.70% | 8.90% | 16.90% | 19.00% |
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