ASK Investment Managers

ASK Investment Managers

ASK is a renowned services group and leading industry player in wealth and investment management catering to some of the richest families in India. Started 1983, ASK PMS is known for strong research-based investment management, asset management, private equity, wealth advisory and multi-office businesses. The committed team of ASK investment managers focuses on the most promising sectors in the ongoing market cycle across market capitalization.

Fund Snapshot

Year of Inception 2010
Number of Stocks 19
Investment Horizon Long Term
Fund Managers Sumit Jain

Unique Feature

Investing in large and growing companies

About Fund Managers

Mr. Sumit Jain works for ASK Investment Managers Pvt. Ltd. as a Portfolio Manager. He has been with the firm for over ten years and is in charge of the Indian Entrepreneur Portfolio. In addition, he does business research inside the firm’s universe, seeking new investment prospects and monitoring their performance on a regular basis. He graduated from Mumbai University with a master’s degree in management science.


Investment Philosophy

  • The Advantages of ASK PMS “Investing is simple but not easy,” says Buffett. It is the consistent and disciplined execution of simple items in all market environments that needs character, and it is this that makes all the vital difference.
  • ASK Investment Managers’ central philosophy revolves around two main aspects:
  1. Capital preservation comes first (over time)
  2. followed by capital appreciation.

Meet the Team

Bharat Shah
Executive Director, ASK Group

Bharat Shah - Aif Pms Expert

Mr. Bharat Shah is the company’s Executive Director. He graduated from the University of Bombay with a bachelor’s degree in commerce and a postgraduat  diploma in management from the Indian Institute of Management in Calcutta. He is a member of the Indian Institute of Chartered Accountans as well as the Indian Institute of Cost and Works Accountants. He has been a member of the Board of Directors since 2008. He formerly worked at Birla Capital International AMC Limited and Asian Paints (India) Limited, and has over 24 years of investment management expertise


Prateek Agrawal
Business Head & Chief Investment Officer (CIO)

Prateek Agrawal_ASK Investment

Mr. Prateek Agrawal is the Company’s business head and chief investment officer, and was appointed on April 4, 2011. He has a bachelor’s degree in engineering from Sambalpur University’s Regional Engineering College in Rourkela and a postgraduate diploma in management from Bhubaneshwar’s Xavier Institute of Management. He formerly worked as the vice president and head of research at SBI Capital Markets Limited, where he had numerous years of experience in finance and equity management. He has also worked with ABN AMRO Bank Asset Management (India) Limited and Bharti AXA Investment Managers Private Limited.

Nimesh Mehta

Director & Country Head – Business Development & ProductsWebinar Invite ASK Nimesh Mehta

Nimesh Mehta is in charge of domestic business development for Equity PMS and Real Estate Funds, as well as overseas sales through the distribution network. He has over 20 years ofexperience in areas such as NBFCs, Equities, Asset Management, and Financial Services as a Commerce graduate, MBA, and Certified Financial Planner (CFP). He has worked for Motilal Oswal AMC, GE Money, and Godrej Appliances, and is the author of ‘Sales Booster’.

Investment Approach Objective

The core objective of ASK PMS is to build a concentrated portfolio of primarily mid-sized businesses with a proven track record, representing quality and superior long-term compounding potential.

  • Concentrated investment approach of 20-25 carefully identified businesses across range of market capitalization.
  • Focused portfolio of mid-sized businesses with a proven track record which could go on to become much larger thereby creating significant investment returns.
  • Buying businesses with a large competitive advantage & capital efficiency in industries with a large size of opportunity that offer superior growth over long period of time.
  • Largely complementary portfolio to IEP, India Select and Growth strategies.


Q1. How good is ASK PMS?

The portfolio performance of ASK PMS is quite appealing and satisfying. It aids the organisation in building a solid client base. Portfolio management service returns have also been capable of outperforming mutual fund returns over a 10-year period. ASK invests in accordance with a precise and disciplined mindset. As a result, the prospect of a positive return on the investment portfolio increases. The organisation maintains a strong relationship with each and every client in order for them to feel at ease when interacting with the company and to keep a long-term relationship with it.

Q2. How do I know if my financial advisor is good?

Investors who are keen and shrewd can question an advisor on these five essential topics:

Core Values

It is vital to learn about your advisor’s core values. A trustworthy advisor is one who believes in building a long-term connection with you rather than a series of commission-generating transactions.

Payment Plan

Make sure you understand how the advisor is charged for financial advice or transactions so you don’t end up handing over a portion of your savings to someone who isn’t looking out for your best interests. Is there a yearly fee? Are you paying for their services with a check each time? Or would the charge be withdrawn automatically from your assets by the advisor? Are you compensating the person according to their degree of performance? In addition, clients should receive an accounting of how much they paid the advisor for tax purposes.

Level of Expertise

You should look at someone’s education, business certifications, and a lot of advanced degrees for your personal comfort level as a customer. It’s also crucial to ensure that your potential advisor hasn’t had any run-ins with regulatory agencies, poor press in the business press, or a history of misconduct inquiries. Transparency is the essential term here, as it relates to one’s ability to trust someone.


Will your advisor take the time to clarify their ideas in a logical and patient manner? If you don’t understand your investments, especially if your advisor isn’t able or willing to explain them when asked, that’s a significant red flag. Advisors who take custody of an investor’s funds should be avoided at all costs.

Q3. What is the approx AUM of ASK PMS?

The ASK PMS fund’s manager normally manages roughly Rs. 18000 crore in assets under management (AUM) and 290+ clients. ASK PMS has a three-year minimum investment period for all clients.

Q4. Where can I check return or performance of ASK PMS?

On our website, you can quickly get the ASK PMS return or output. We present you with all statistical data, as well as the company’s ratings and success status, so you can make an informed decision. As a result, all of the available details may be discovered by simply finding the head.

Q5. What are the different strategies used by ASK PMS?

A big-cap strategy, a diversified strategy, and a small-mid-cap strategy are all available from ASK PMS. The ASK India Select Strategy is fuelled by opportunities to invest in high-quality, fast-growing companies. The long-term goal is to accomplish capital preservation and capital appreciation. The ASK IEP Strategy focuses on investing in Indian entrepreneurs. High governance, vision, execution, capital allocation, and distribution standards are used to select the defined ones.

Q6. What are the benefits of investing with ASK PMS?

ASK Portfolio Management Service is one of the most well-known asset management firms in the country. The company uses effective PMS procedures that have resulted in tremendously spectacular and satisfying results for its clients or investors. In order to meet the needs of its consumers, the company created customizable commission templates and investment slabs. Aside from the facilities, the company’s excellent support system is well-organized and beneficial to clients.