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Ask PMS (Portfolio Management Services) offers tailored investment solutions for High-Net-Worth Individuals (HNIs) and institutions seeking personalized portfolio management.

With a strong emphasis on research-backed value investing and leveraging its well-known QGLP (Quality, Growth, Longevity, and Price) investment philosophy, Ask Portfolio Management aims to deliver long-term capital appreciation.

Clients benefit from customized portfolios that align with their unique financial goals, risk appetite, and liquidity needs.

Experienced fund managers, supported by robust research teams, actively manage these portfolios, offering expertise and market insights.

Unlike mutual funds, Ask Portfolio Management Services offers direct ownership of securities in a segregated Demat account, providing transparency and control.

Ask PMS - Business Summary

Total AUM

Rs.17996.09 Cr.

Avg. 1 Year Return

0.81%

Active Clients

11490

No. of Strategies

8

Minimum Investment

Rs.50 Lakh

Experience

42 Years

Compounded Annual Returns of Ask Portfolio Management Services

1 Year

0.81%

Nifty 50 - 1 Year

9.02%

3 Year

6.54%

Nifty 50 - 3 Year

27.34%

5 Year

14.55%

Nifty 50 - 5 Year

22.60%

Ask PMS Charges or Fees

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

20% (if above 8.00% profit)

Exit Load 1st Year

1.00%

Exit Load 2nd Year

1.00%

Exit Load 3rd Year

1.00%


ASK PMS Strategies or Investment Approach

Strategy AUM 1 Year Return
Ask Indian Entrepreneur Portfolio PMS Strategy Rs.12677 Cr. 4.45%
Ask India Select Portfolio PMS Strategy Rs.1759 Cr. -5.21%
Ask Growth Portfolio PMS Strategy Rs.1419 Cr. -4.56%
Ask Financial Opportunities Portfolio PMS Strategy Rs.196 Cr. 15.18%
Ask Domestic Resurgence Portfolio PMS Strategy Rs.737 Cr. 0.10%
Ask India Vision Portfolio PMS Strategy Rs.132 Cr. -5.74%
Ask Emerging Opportunities Portfolio PMS Strategy Rs.582 Cr. 2.27%
Ask Lighthouse Portfolio PMS Strategy Rs.498 Cr. 2.47%

Top Fund Managers of Ask Portfolio Management

#1

Mr. Kuldeep Gangwar

#2

Mr. Chetan Thacker

#3

Mr Sandip Bansal

#4

Mr Sumit Jain

#5

Mr. Bhavesh Kanani

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Investment Solutions offered by Ask Portfolio Manager

Custom Strategy

Allowed

Strategy Switch

Allowed

Switch Charges

1.5% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

1% within 1st Year

Support provided by Ask Portfolio Management

Call Support

Available

Email Support

Available

Chat Support

Available

Dedicated RM Support

Available

Fund Manager Intereraction

Available

Issue Resolving TAT

Max 3 Working days

Ask PMS Dashboard or Backoffice Platform

Web Platform


Ask Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest in Ask PMS

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

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Ask Portfolio Manager - SEBI Details

SEBI Reg. No.

INP000008066

Contact Person

Amit Gupta

Email ID

agupta@askinvestmentmanagers.com

Telephone No.

022 6652 0000

Address

Birla Aurora, 16 level, Office Floor 9, , Dr Annie Besant Road, Worli,, MUMBAI, MAHARASHTRA, 400030

Starting Date

Jan 01, 2016

Customer ratings and reviews of Ask PMS

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