ASK Wealth Advisors is the recent venture of the ASK group started in mid 2007. It is an independent Wealth Advisory and Family Office firm providing wealth management solutions to individuals and trusts. The company offers three distinct financial services – Wealth Advisory (WA), Wealth Management (WM) and Family Office (FO).

The WA services are tailored to meet client's 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 company follows a unique three-step process to create a financial plan for its clients (financial health diagnostics), conduct a portfolio review (portfolio consultation) and then to ensure asset allocation being maintained through active portfolio management (continuous tracking and rebalancing). The financial health diagnostics include income planning, tax planning, insurance planning, investment planning, retirement planning and estate planning. Commensurate with these objectives, there is a strong commitment to excellence and adherence to the high ethical standards as set forth by the Financial Planning Standards Board (FPSB).

ASK offers WM as a service to those clients who would want to start a relationship with us on a product by product basis and would not want to go ahead with a complete wealth advisory on their investment portfolio. Under WM, we check for a particular product's investment suitability with respect to client's risk appetite, goals to be achieved etc. For clients who would have a considerable equity mutual fund portfolio, we offer a comprehensive Mutual Fund Advisory under the WM offering. The client benefits by getting periodical updates / recommendations on his MF portfolio which is achieved through active portfolio tracking.

ASK's Family Office is a newly added service which is managed as a separate unit of ASK Wealth Advisors, ensuring complete independence. It is a unique service established for families holding significant financial resources. It provides comprehensive financial affairs management, as well as coordinating many of the family's personal affairs.