ASK Wealth Advisors is a venture of the ASK group started in mid 2007. It is an independent Financial Planning and Wealth Advisory firm providing wealth management solutions to individuals and trusts. The company has three distinct business segments –Private Client Group (PCG), Private Wealth Advisory (PWA) and Family Office (FO).

The Private Client Group (PCG) services are tailored to meet clients' needs as determined through personal consultations. It helps create a roadmap to help them meet their life goals based on a deep understanding of their needs and superior implementation. The services offered include income planning, tax planning, insurance planning, investment planning, retirement planning, and estate planning.

The Private Wealth Advisory (PWA) is a specialized resource designed for the select group of clients of the company to help them build a financial strategy, which is in line with their objectives and values. The services help clients build on their successes through a range of solutions that would encompass portfolio management, risk advisory, alternative investments such as real estate, art advisory, structured products and specialized services like trust services and estate planning.

The Family Office (FO) services, managed as an independent unit of ASK Wealth Advisors, provides a comprehensive range of services to ultra high net worth (UHNI) clients with the aim of being a "one stop shop" solution provider for the various personal wealth needs of a client and their family. Put simply, the family office assumes the role of a personal CFO / "financial family doctor" acting as an independent advisor & gatekeeper for all the financial affairs of the family.

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ASK Investment Managers provides Portfolio Management Services (PMS) through equity investments to domestic clients, both individuals and corporate and to Non-Resident Indians. It offers investment advisory services to offshore funds catering to Foreign Institutional Investors (FII).

ASK Investment Managers is one of the largest providers of discretionary PMS to high net worth individuals in India and is the only boutique PMS provider to be ISO certified.

The company's services are ideally suited to individuals who intend to invest in Indian equities with a desire to create wealth in the long-term. The services cater to customers who seek a personalized investment program and appreciate quality service.

Its 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 are sought in any investment are: 'Quality Business', 'Quality Management' and 'Right Valuation'.

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ASK Property Investment Advisors is a venture of the ASK group set up to manage and advise real estate dedicated funds. This new initiative of the group rests on the backbone of extensive research capabilities and asset management expertise.

The real estate team has over five decades of cumulative experience and comprises some of the best professionals with real estate business, construction and asset management experience. The company is advisor to the real estate portfolio management services offering of the group. This is a dedicated real estate portfolio management services offering for individuals and corporate institutions.

The first real estate portfolio - "ASK Real Estate Special Opportunities Portfolio" was launched in 2009, and has successful mobilized 340 Crores from domestic investors.

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