Your wealth holds the potential to become something everlasting. We help you explore that potential, to turn it into your legacy. Initiated in 2007, ASK Wealth Advisors (ASK WA) is a well-respected independent Wealth Advisory and Family Office firm and is registered under SEBI's (Investment Advisers) Regulations, 2013.
We are experts in providing wealth management solutions which cater to your financial ambitions.
Investment Philosophy and Key Differentiators
We envision and work towards continuing your financial well-being in the present and the future. That means, you can expect nothing less than the best of service and sound investment advice to help you grow your wealth. To achieve this, we work in accordance of the following precepts:
Focus on Clients
Driven by our asset allocation principles, we take a customer-centric approach rather than a product-centric one. This comes from keeping your needs and ambitions as our first priority, and sharing a relationship built on trust. We aim to serve a niche clientele by maintaining personal touch and harnessing deeper relationships through our customised solutions across investments and trust and estate planning.
Expertise and Experience
ASK Group has over 30 years of experience in Capital Markets and Investment Management and has a dedicated team with expertise in Investment Advisory and HNI Relationship Management. We also have an investment committee with a collective experience of more than 100 years across asset classes.
Continuity of Relationship
Being stakeholders in the business, the ASK WA team works with a long-term approach. We believe in the philosophy of 'owner-manager' and align our objectives with our organisational goals. This ensures continuity due to retention and longevity of relationship managers. Additionally, each client portfolio is supervised and monitored centrally with strong involvement of the senior management (CEO / COO / Advisory Head) in each relationship.
Independent Open-Architecture Structure
We operate in an independent structure, and possess no conflict with other businesses of the Group like Portfolio Management Services (PMS), NBFC, Real Estate, Private Equity or Banking, which helps us to provide you with the best-in-class products and services with unmatched flexibility. Our open-architecture approach helps us present the right product suited to your financial needs.
We have a long-term and disciplined approach to investments. We stay away from short-term and risky investments such as leveraged products, Futures & Options, commodities etc.
With ASK WA, you get complete access to value-added resources like in-depth equity research, portfolio managers and insights of product specialists and private wealth management experts.
Our Accolades :
'Hall of Fame' for the years 2018-19 and 2019-20 by UTI MF & CNBC TV18 Financial Advisor Awards
Best Performing National Financial Advisor – Wealth Advisor' by UTI MF & CNBC TV 18 Financial Advisor Awards 2017 - 2018
'Best Performing National Financial Advisor – Wealth' by UTI MF & CNBC TV 18 Financial Advisor Awards 2016 - 2017
'One to Watch: Wealth Manager - India Domestic' by Asian Private Banker Awards for Distinction 2017
'Independent Wealth Manager' by Wealth Briefing Asia Singapore Awards 2015