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.
A platform where we offer the best-in-class investment products and services under an open architecture framework supported with our hawk-eye financial analysis that helps you choose the right product best suited to your financial needs.
A SEBI registered advisory division of ASK WA, we provide one-stop solutions for all your financial needs. We're a comprehensive platform which plays the role of your 'Personal CFO' by offering end-to-end solutions for all your financial needs and obligations. This spans across investment management, performance reporting, tax, succession planning and philanthropic needs, and is delivered through a wide network of both in-house and external experts and service providers.
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:
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.
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.
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.
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.