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Private Wealth Management

The ASK WA - Private Wealth Management (PWM) division works with you to offer the best investment products, carefully selected from a varied range of fund managers and investment houses.

Our Proposition

ASK WA - PWM division works towards identifying the best-in-class investment products across Equities, Fixed Income, and Alternate Products best suited to your needs. Our analysts and product managers carefully scan and evaluate multiple managers and funds. Alongside to that, the members of the ASK WA Investment Committee do a second level evaluation to approve a handful of carefully selected managers and funds in the recommended basket for your portfolio.

The multi-level product approval process involves a detailed due diligence including, scrutiny of disclosures and regulatory documents, process and operational audits, fund manager meetings, and evaluation of associated costs and fees.

While selection of the right product is one function of the ASK WA - PWM Division, assessing suitability of the same based on the client's needs is equally critical.

Support and close coordination with client's back office for paperwork and documentation through our experienced Client Service Professionals ensures smooth and timely execution. On-going reporting with easy to understand reports both from a tax and performance monitoring perspective is an important function and an integral part of the ASK WA - PWM offering.

Investment Solutions - Product Suite

ASK - PWM offers a comprehensive basket of Investment Products from both ASK Group Companies and non-ASK Group Managers:

  • Equity

    Equity

    • Mutual Funds
    • Discretionary PMS
    • AIF
    • Absolute Returns Strategies
    • Discretionary Portfolio of MFs
      (Managed Funds Portfolio)
    • Market Linked Debentures
  • Debt

    Debt

    • Mutual Funds
    • PMS
    • Bonds and NCDs
    • High Yielding Debt Papers
    • AIF
    • Absolute Returns Strategies
    • Discretionary Portfolio of MFs
      (Managed Funds Portfolio)
    • Capital Protected Market Linked Debentures
  • Alternate Products

    Alternate Products

    • Private Equity
    • Real Estate Funds
    • Venture Capital Funds
    • Bespoke Direct opportunity to invest in Companies

Mutual Fund Commission Disclosure