The ASK group with a heritage dating back to 1983 is a diversified Financial Services group renowned for its strong research based investment advice. The group, which pioneered the concept of equity research in India, is today a leader in the areas of portfolio management and investment advisory services managing the portfolio of some of the richest families in India.

With nearly two and half decades of presence in the capital markets, the ASK group has been true believers in the India growth story and over the years has grown hand-in-hand with its many high net-worth clients across the globe.

In mid 2007 the ASK group launched its comprehensive financial planning and wealth advisory business, which provides wealth management solutions to individuals and trusts.

ASK Investment Managers Private LimitedPORTFOLIO MANAGEMENT & ADVISORY SERVICES

Wealth is nothing without wisdom

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 manages close to USD 550 million in onshore and offshore mandates. It 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 programme and appreciate quality service.

Its investment philosophy revolves around two key aspects: Preservation of capital and generation of positive, absolute returns. The 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'.

ASK Wealth Advisors Private LimitedFINANCIAL PLANNING & WEALTH ADVISORY

Customized solutions for a lifetime

ASK Wealth Advisors is the recent venture of the ASK group started in mid 2007. 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.

ASK Property Investment Advisors Private Limited REAL Estate ADVISORY SERVICES

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.