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 Jalan | 24 Aug 2017 | 783 | 6.6% | 10.3% | 3.7% | -1.2% | 27.6% | 20.7% | 12.4% | ||
| ASK Growth Portfolio | Growth Portfolio | Mr. Chetan Thacker | 29 Jan 2001 | 3026 | 5.9% | 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 Thacker | 25 Jan 2010 | 21149 | 5.4% | 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 Thacker | 04 Jan 2010 | 4243 | 4.1% | 9.0% | 3.2% | -2.0% | 22.6% | 16.4% | 9.6% | 18.9% | 16.1% |
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