ASK Investment Managers Ltd

ASK Investment Managers Ltd

AUM (Cr.)


No. of Clients


No. of Investment Approach


As On

31 May 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 21.40% 21.63% 11.94% 16.11% 25 Jan, 2010
ASK India Select Portfolio
MULTI CAP 31.33% 25.33% 12.83% 15.36% 04 Jan, 2010
ASK Growth Portfolio
MULTI CAP 33.33% 26.11% 12.67% 16.56% 29 Jan, 2001
ASK Financial Opportunities Portfolio
SECTOR FUND 9.75% 16.56% 7.00% 9.12% 26 Jul, 2018
ASK India Vision Portfolio
MULTI CAP 25.68% 22.69% 12.44% NA 20 Nov, 2019
ASK Emerging Opportunities Portfolio
SMALL & MID CAP 31.63% 27.25% 12.99% 18.18% 24 Aug, 2017
ASK Domestic Resurgence Portfolio
MULTI CAP 32.47% 30.97% 16.49% 18.76% 01 Jan, 2016
ASK Lighthouse Portfolio
MULTI CAP NA NA NA NA 07 Mar, 2024

* Returns are as on  30th June 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.    Chetan Thacker

Mr. Chetan Thacker

Senior Vice President - Portfolio Manager

Mr.   Kuldeep Gangwar

Mr. Kuldeep Gangwar

Vice President - Portfolio Manager

Mr  Sandip Bansal

Mr Sandip Bansal

Senior Portfolio Manager

Mr. Bhavesh Kanani

Mr. Bhavesh Kanani

Fund Manager, PMS



AMC Registered Address

Level 16, Birla Aurora, 14, Dr Annie Besant Rd, Mumbai – 400030
SEBI Reg No : INP000000043

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Disclaimer & Risk Factors:

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.