Bharat Shah
Executive Director, ASK Group
Mr. Bharat Shah, is an Executive Director at ASK Group and has been associated with them since 2008. He holds a bachelor’s degree in commerce from the University of Bombay and a post-graduate diploma in management from the Indian Institute of Management, Calcutta. He is also a member of the Institute of Chartered Accountants of India and a member of the Institute of Cost and Works Accountants of India. Having a 25 years of experience in the field of investment management, he has a considerable understanding of global businesses and stock picking is his forte. His investment philosophy emphasizes buying quality businesses enjoying superior growth but at reasonable valuations. In 2013, he authored a book entitled “Of Long-Term Value & Wealth Creation from Equity Investing: Observation, Ideas and Reflection”.
PMS Product Performance
| Company Name / Product Name |
Date of inception | AUM | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|
| ASK Investment Managers Ltd ASK Indian Entrepreneur Portfolio | 25 Jan 2010 | 6178.2 | -3.76% | -3.39% | 4.26% | 5.30% | - | 15.06% |
| ASK Investment Managers Ltd ASK Growth Portfolio | 29 Jan 2001 | 724.64 | -4.58% | -7.18% | 4.80% | 3.85% | - | 17.02% |
| ASK Investment Managers Ltd ASK India Select Portfolio | 04 Jan 2010 | 953.19 | -4.32% | -7.43% | 3.67% | 4.35% | - | 13.19% |
| ASK Investment Managers Ltd ASK Emerging Opportunities Portfolio | 24 Aug 2017 | 242.51 | -4.46% | -5.80% | 4.69% | 4.88% | - | 9.48% |
| ASK Investment Managers Ltd ASK India Vision Portfolio | 20 Nov 2019 | 55.15 | 2.26% | -4.22% | 3.37% | 4.66% | - | 9.07% |
| ASK Investment Managers Ltd ASK Domestic Resurgence Portfolio | 21 Jun 2018 | 495.64 | 2.67% | -2.48% | 6.64% | 7.83% | - | 10.74% |
| ASK Investment Managers Ltd ASK Financial Opportunities Portfolio | 26 Jun 2018 | 172.71 | 1.15% | 7.62% | 9.13% | 7.36% | - | 8.07% |
| ASK Investment Managers Ltd ASK Lighthouse Portfolio | 07 Mar 2024 | 467 | -3.39% | -5.87% | - | - | - | 6.01% |
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