ASK Investment Managers Private Limited

PORTFOLIO MANAGEMENT AND ADVISORY SERVICES
Wealth is nothing without wisdom

ASK Investment Managers is a venture of the ASK group in partnership with Bharat Shah who is the CEO of the company.

It offers Portfolio Management Services through equity investments to domestic clients, both individuals and corporate and to Non-Resident Indians. ASK Investment Managers also offers investment advisory services to offshore funds catering to Foreign Institutional Investors (FII). Our services are ideally suited to individuals who are investing in Indian equities and desire to create wealth in the long-term. The services cater to customers who seek a personalized investment programme and appreciate quality service.

Our investment philosophy revolves around two key aspects: Preservation of capital and generation of positive, absolute returns. Our endeavor at all times is to preserve and, then, grow your portfolio. Our goal is not necessarily to outperform a rapidly rising market, but we certainly aim to avoid the troughs in a falling market such that for both the rising and falling periods combined, we outperform the market with superior positive returns.

We seek to achieve this by constructing a well-defined, focused portfolio of no more than 20, but usually 15 stocks representing quality businesses enjoying sustainable competitive advantage. While doing so, we adhere to the discipline of buying and selling at well-defined price points, based on the underlying fair value computation.

Our investment philosophy is characterized by a focused and disciplined approach to long-term investing into undervalued businesses, run by people of integrity, vision and competence. Therefore, the three most important attributes that we seek in any investment are: 'Quality Business', 'Quality Management' and 'Right Valuation'.

ASK Wealth Advisors Private Limited

ASK Wealth Advisors is a venture of the ASK group in partnership with Rajesh Saluja who is the CEO of the company. It is an independent Financial Planning and Wealth Management firm providing wealth management solutions to individuals and trusts. Focused exclusively on building and preserving wealth we offer a disciplined approach to planning which includes portfolio management, generating retirement income, minimizing income taxes and risk management.

Our services are individually tailored to meet your needs as determined by personal consultations, thorough analysis of your financial situation, and ongoing monitoring of your financial affairs. Our financial planning services include income planning, tax planning, insurance planning, investment planning, retirement planning, and estate planning. Commensurate with these objectives, we maintain a strong commitment to excellence and adhere to the high ethical standards as set forth by the FPSB

Our Private Client Group (PCG) is a resource designed to help you build a financial strategy, a road map, which is in line with your life goals and more importantly with your values. Through this resource we help people like you build on your successes and achieve your goals by using your values as a compass.

We use a confidential process that helps us discover your goals, and the values you use when making day-to-day and major decisions. Then we craft a written financial strategy designed around your unique values, to help you attain your goals. By taking an honest approach to defining your current financial position, our financial advisors will help you dig deeper, search farther, and look beyond the obvious to uncover the opportunities and challenges to realizing your financial goals.

Group Values

• Integrity
• Performance
• Customer Service