ASK Investment Managers Ltd

ASK Investment Managers Ltd

AUM (Cr.)

24495.46

No. of Clients

13223

No. of Investment Approach

8

As On

31 August 2024

ASK Group is a renowned financial services group and a leading industry player in wealth and investment management, catering to some of the richest families in India. Started in 1983, known for strong research-based investment management,asset management, private equity, wealth advisory, and multi-family office businesses. The committed team passionate to manage one's wealth while building an everlasting legacy,belief in building more with one's wealth, using years of expertise, a disciplined approach and a set of values: Quality,Long-Term Focus,Knowledge and Research,Expertise, Risk Managed,Transparency.

PMS Investment Approach(s) Returns
Investment Approach Category 1 Yr 2 Yr 3 Yr 5 Yr Inception Date
ASK Indian Entrepreneur Portfolio
MULTI CAP 27.17% 15.14% 10.16% 18.30% 18.01%
ASK India Select Portfolio
MULTI CAP 30.29% 17.29% 10.49% 16.77% 16.26%
ASK Growth Portfolio
MULTI CAP 32.40% 17.07% 9.67% 17.86% 19.27%
ASK Financial Opportunities Portfolio
SECTOR FUND 21.39% 9.45% 5.83% 11.63% 8.87%
ASK India Vision Portfolio
MULTI CAP 21.62% 14.88% 9.51% NA 15.16%
ASK Emerging Opportunities Portfolio
SMALL & MID CAP 30.63% 20.04% 12.50% 20.45% 14.54%
ASK Domestic Resurgence Portfolio
MULTI CAP 29.91% 21.41% 14.41% 20.11% 15.60%
ASK Lighthouse Portfolio
MULTI CAP NA NA NA NA 31.11%

* Returns are as on  31st August 2024, * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1


Portfolio Manager Profile

Mr Sumit Jain

Mr Sumit Jain

Fund Manager - Deputy CIO

Mr. Sumit Jain has over 16 years of experience in Indian equity markets. He was actively involved in the conceptualization of the Indian Entrepreneur strategy and currently manages the Indian Entrepreneur Portfolio with an AUM of over USD 2.5 billion. He has also been instrumental in building the proprietary valuation models at ASK. In the past Sumit has worked with ICICI Prudential Life Insurance and First Global Securities in the past. He is a Postgraduate in Management from Mumbai University. He first joined ASK in October 2005.He is also engaged in the research of businesses with ASK IM universe, identifying new investment opportunities and tracking their performance at regular intervals.   

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Mr. Chetan Thacker

Mr. Chetan Thacker

Senior Vice President - Portfolio Manager

Mr. Chetan Thacker has a total work experience of more than 14 years with 9 years plus in equity research. He has a sector research expertise in agriculture, chemicals, metals & mining and midcaps. Previously Mr. Thacker has worked with McKinsey & Co, HSBC InvestDirect, Emkay Global Financial Services. His educational qualification includes CFA (ICFAI University) and PGDBM from NMIMS. He is with ASK since 2015.
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Mr. Kuldeep Gangwar

Mr. Kuldeep Gangwar

Vice President - Portfolio Manager

Kuldeep has around 16 years of experience. This experience includes more than a decade in sell side equity research. His main domain expertise is in Consumer sector (FMCG & Retail). Prior to joining ASK, he was associated with HSBC Securities and Capital Markets (India) Private Limited as sell side research analyst. He has also worked with Tata Motors for 3 years. Kuldeep is an MBA (Finance) from IIT, Bombay and B. Tech (Electronics & Communication) from IIT Roorkee. He is CFA Charterholder. He joined ASK in Jan 2018.
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Mr Sandip Bansal

Mr Sandip Bansal

Senior Portfolio Manager

Mr. Sandip Bansal has a work experience of over 19 years with 15+ years in equity markets. Sandip joined ASK from SBI Life Insurance where he has been an Equity Fund Manager & was Head of Investment Research, leading research across asset classes. Sandip has also worked on the Sell-side with UBS Securities and Kotak Institutional Equities. Before that Sandip was a business consultant at KPMG and also has banking experience with Citibank.Sandip is a Chartered Accountant, Company Secretary, and an MBA from IIM, Ahmedabad. Sandip joined ASK in July 2021.

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Mr. Bhavesh Kanani

Mr. Bhavesh Kanani

Fund Manager, PMS

Bhavesh has an overall 16 years of experience in equity research spanning global and domestic markets. His domain expertise is in BFSI (Banking & Financial Services Industry). Prior to joining ASK, he has worked with Centrum Broking, Sharekhan, Bank of America and Citigroup. Bhavesh is an MBA (Finance) from IBS, Mumbai. He is with ASK since 2013.

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We have taken and continue to take utmost care and caution in compilation of current and historical data (such as performance of Portfolio Managers, investment approaches followed and/or AUM of Portfolio Managers etc.,). We also take due care in analysis (such as making comparisons etc.,) of the data. The information and data provided by PMS bazaar on its website (including any of its publications/e-mails/newsletters) have been obtained and culled out of whatever is available on public domain/provided by the Portfolio Managers either on their own or at the request of PMS Bazaar and we do not in any way guarantee the accuracy [(in general and as well as with respect to regulatory compliance(s)], reliability, completeness, current-ness and/or timeliness of any content, information, data, analysis, software, text, graphics, links or communications provided on or through the use of the Website and we assume no liability and cannot be held responsible for any errors or omissions in such information, data (including regulatory non-compliances, if any) and/or analysis of such information and data nor for the results obtained by any user of the website (including any publications/e-mails/newsletters of PMS Bazaar) from the use of such content, information, data, analysis, software, text, graphics, links or communications provided on the Website or for any monetary or other damage suffered by you on account of such usage.

All information present on the Website of PMS bazaar (including any publications/e-mails/newsletters of PMS Bazaar) is to help investors in their decision-making process and shall not be considered as a recommendation or solicitation of an investment or investment strategy/approach/funds. The names of the portfolios/ strategies/approach/funds do not, in any manner, indicate their prospects or returns. There is no assurance or guarantee that the objective of portfolios/ strategies/approach/funds will be achieved. Past performance is not necessarily a guide to future performance and no way guarantee the future performance. Investment in securities markets is subject to market risks, Investors are responsible for their investment decisions and are responsible to validate all the information used to make the investment decision.All the information provided herein including Performance is not verified by SEBI nor has SEBI certified the accuracy or adequacy of the same.