How ASK Portfolio Management Services Redefines Portfolio Management Strategies?

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In the dynamic world of finance, achieving enduring success demands more than just luck. Explore how PMS reshapes strategies for prosperity. Portfolio Management Services leverage advanced algorithms, ensuring a well-balanced and diversified portfolio tailored to individual goals.

Dive deep into PMS’s risk management techniques, safeguarding investments even in turbulent market conditions.

A Closer Look at PMS Advantages

  • Personalized approach: PMS crafts personalized investment plans, aligning with the unique financial goals and risk tolerance of each investor.
  • Real-time monitoring: Experience the power of real-time monitoring, providing instant updates on portfolio performance and market trends.
  • Historical returns: Delve into the impressive historical returns achieved by PMS-managed portfolios, showcasing its ability to outperform traditional investment avenues.
  • Expert guidance: Benefit from the expertise of seasoned financial professionals managing your portfolio, and making informed decisions in the complex financial landscape.
  • Client-centric approach: PMS combines cutting-edge technology with a human touch, ensuring clients have a dedicated advisor to guide them through their financial journey.
  • Tax optimization: Uncover PMS’s tax optimization strategies, minimizing liabilities and maximizing returns. It’s a crucial aspect often overlooked in conventional approaches.

Redefine Your Portfolio of Portfolio Management Services

Here we are going to discuss two PMS funds from ASK and learn how these funds can define your investing portfolio.

ASK Group was founded in 1983, and it is currently a significant participant in the financial market with its PMS products. ASK invests money by doing research and seeking guidance from the asset management, private equity, and wealth management teams.

ASK has around ten offices throughout India, from where they provides services to its clients, as well as offices in Dubai, Africa, and Singapore. Their primary focus is on working with long-term growth in mind, taking into account the customer’s demands and risk tolerance.

ASK Growth Portfolio

The fund’s primary objectives are capital preservation and long-term capital appreciation. The ASK Growth portfolio makes investments in well-established, pedigreed companies with the greatest ‘Size of Opportunity’ while ensuring that earnings growth, business quality, and the price-value gap remain robust – the highest level of clearance.

Key Characteristics

  • The existence of one business feature does not imply the lack of the remaining three. It helps in their Portfolio Management Services approach.
  • All attributes must be present in all stocks, at or above the minimum indicated level.
  • When an attribute is emphasised, the filter standard for that attribute’s threshold clearance remains at its greatest level. As a result, the filter for the remaining three qualities is retained at its highest setting.
  • The threshold will be average or just below average for all stocks with no feature.

Investment Horizon: 3-5 years

Fund Manager: Mr. Chetan Thacker

ASK Indian Entrepreneur Portfolio

The portfolio invests in outstanding Indian businessmen who have significant ownership of the company and have demonstrated exceptional standards in governance, vision, performance, wisdom, capital allocation, and asset distribution. They run firms that have among the highest long-term earnings growth.

  • The focus is on top-tier profit growth without capital dilution.
  • Superior business excellence and a significant security tolerance.
  • The size of opportunity remains large enough, as well as expanding.

Investment Horizon: Long-term

Fund Manager: Mr. Sumit Jain

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End Note

In a world where financial success demands precision and adaptability, Portfolio Management Services emerges as the beacon. Thus, it effectively reshapes portfolio management. Uncover its transformative power, and propel your financial journey forward with AIF & PMS Experts India.

To start your PMS investment journey with ASK PMSs, you can call +91 86002 77792 and send your queries to [email protected].

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