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 | 9242.43 | 5.32% | 9.47% | 10.11% | 12.52% | ND% | 16.36% |
| ASK Investment Managers Ltd ASK India Select Portfolio | 04 Jan 2010 | 1386.3 | -3.00% | 7.48% | 8.72% | 10.71% | ND% | 14.35% |
| ASK Investment Managers Ltd ASK Growth Portfolio | 29 Jan 2001 | 1044.36 | -2.13% | 7.97% | 8.75% | 11.70% | ND% | 17.90% |
| ASK Investment Managers Ltd ASK Emerging Opportunities Portfolio | 24 Aug 2017 | 528 | -4.73% | 7.04% | 10.15% | 13.10% | - | 11.10% |
| ASK Investment Managers Ltd ASK Domestic Resurgence Portfolio | 21 Jun 2018 | 649.34 | 0.30% | 9.54% | 12.55% | 14.84% | - | 12.43% |
| ASK Investment Managers Ltd ASK Financial Opportunities Portfolio | 26 Jun 2018 | 200.37 | 21.35% | 18.68% | 14.81% | 12.81% | - | 10.17% |
| ASK Investment Managers Ltd ASK India Vision Portfolio | 20 Nov 2019 | 75.89 | -1.75% | 6.17% | 8.54% | 11.56% | - | 11.00% |
| ASK Investment Managers Ltd ASK Lighthouse Portfolio | 07 Mar 2024 | 594.48 | -4.58% | - | - | - | - | 11.04% |
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