ASK Investment Managers
The ASK Group is a prominent financial services firm specializing in wealth and investment management for India’s high-net-worth families. Established in 1983, the group has built a reputation for its research-driven approach to investment management. Its services encompass asset management, private equity, wealth advisory, and multi-family office solutions.
PMS AUM
₹ 20,917.84 Crores
No. of PMS Strategies:
14
Available AIFs:
On Request
Data as of :
30th June 2024
PMS Strategies and Performance Data
| PMS Provider Name | IA Name | AUM (in INR Cr.) | 1 Month | 3 Months | 6 Months | 1 Year | 3 Years | 5 Years |
|---|---|---|---|---|---|---|---|---|
| ASK Investment Managers Limited | ASK INDIAN ENTREPRENEUR PORTFOLIO | ₹15699.89 | 5.66% | 9.18% | 10.32% | 21.40% | 11.94% | 16.11% |
| ASK Investment Managers Limited | ASK INDIA SELECT PORTFOLIO | ₹2644.11 | 3.64% | 11.46% | 13.89% | 31.33% | 12.83% | 15.36% |
| ASK Investment Managers Limited | ASK GROWTH PORTFOLIO | ₹1673.67 | 3.95% | 11.96% | 14.44% | 33.33% | 12.67% | 16.56% |
| ASK Investment Managers Limited | ASK DOMESTIC RESURGENCE PORTFOLIO | ₹1027.88 | 6.59% | 15.61% | 13.64% | 32.47% | 16.49% | 18.76% |
| ASK Investment Managers Limited | ASK SPECIALISED PORTFOLIO | ₹811.33 | 2.97% | 13.54% | 13.98% | 32.85% | 13.92% | 17.21% |
| ASK Investment Managers Limited | ASK EMERGING OPPORTUNITIES PORTFOLIO | ₹766.84 | 5.91% | 14.08% | 13.06% | 31.63% | 12.99% | 18.18% |
| ASK Investment Managers Limited | ASK CONVICTION PORTFOLIO | ₹494.93 | 11.44% | 18.41% | 19.27% | 34.64% | 15.79% | 19.85% |
| ASK Investment Managers Limited | ASK INDIA VISION PORTFOLIO | ₹320.53 | 5.63% | 11.32% | 10.92% | 25.68% | 12.44% | NA |
| ASK Investment Managers Limited | ASK FINANCIAL OPPORTUNITIES PORTFOLIO | ₹310.27 | 4.89% | 6.64% | 2.90% | 9.75% | 7.00% | 9.12% |
| ASK Investment Managers Limited | ASK LIGHTHOUSE PORTFOLIO | ₹139.32 | 6.00% | 23.19% | NA | NA | NA | NA |
| ASK Investment Managers Limited | ASK LIFE PORTFOLIO | ₹107.84 | 5.26% | 10.53% | 7.33% | 18.34% | 8.57% | 14.78% |
| ASK Investment Managers Limited | ASK STRATEGIC PORTFOLIO | ₹68.83 | 5.75% | 14.12% | 12.44% | 31.35% | 13.19% | 18.55% |
| ASK Investment Managers Limited | ASK EDGE PORTFOLIO | ₹20.01 | 5.91% | 14.08% | 13.06% | 31.63% | NA | NA |
| ASK Investment Managers Limited | ASK HIGH CONVICTION PORTFOLIO | ₹3.20 | 6.06% | 14.37% | 13.18% | 30.95% | 12.17% | 16.78% |
*Upto 1 Year Returns are absolute, over 1 year are CAGR.
Key Personnel
Mr. Sunil Rohokale, MBA
Managing Director & CEO, ASK Asset & Wealth Management Group
Sunil Rohokale has been the Managing Director and CEO of ASK Asset & Wealth Management Group since 2008 and has served as a board member since 2012.
With over 20 years of experience in banking and finance, including a notable tenure at ICICI Bank, Sunil brings a wealth of expertise to his role.
He holds an Engineering degree from the University of Poona and an MBA. His strategic vision and deep financial insights, honed through his extensive banking background, are instrumental in driving the growth and success of the ASK Group.
Mr. Bharat Shah
Whole-time Director
After seven and a half years as CEO & Managing Partner of ASK Investment Managers, Bharat Shah has advanced to a Group-level role as a shareholder and director.
With three decades of experience in capital markets, particularly in investment management, Bharat’s extensive corporate network, deep understanding of the local economy, and market insights are invaluable to the Group’s various businesses.
He holds a Commerce degree from the University of Bombay and an advanced management diploma from IIM Calcutta and is a member of both the Institute of Chartered Accountants and the Institute of Cost and Works Accountants of India. Bharat’s leadership continues to be crucial in driving the growth and maintaining the strong market presence of the ASK Group.
Mr. Sumit Jain
Deputy Chief Investment Officer
Sumit brings nearly 19 years of experience in the Indian equity markets. He played a key role in developing the Indian Entrepreneur strategy and currently manages the Indian Entrepreneur Portfolio, which has an AUM exceeding USD 2.5 billion.
In addition to this, he oversees various other investment strategies at ASK and has been pivotal in creating proprietary valuation models for the firm. Sumit’s prior experience includes roles at ICICI Prudential Life Insurance and First Global Securities.
He holds a Postgraduate degree in Management from Mumbai University and has been with ASK since October 2005.
The PMS Provider also has a Team of Different Fund Managers, Directors, Research, and a Product Team, for more information feel free to contact us.