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||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%|