ASK Investment Managers Ltd

ASK Investment Managers Ltd

AUM (Cr.)

15212.35

Clients

9897

Inv. Approach

10

As On Date

30 September 2025

ASK Investment Managers (ASK IM) is India’s largest discretionary equity Portfolio Management Services (PMS) house and a leading asset management company catering primarily to the HNI and UHNI segments. As the flagship entity of the ASK Asset and Wealth Management Group, ASK IM focuses exclusively on discretionary listed equity management. Our time-tested investment philosophy emphasizes capital preservation alongside long-term growth, forming the foundation of our client portfolios. A pioneer in the Indian PMS industry, ASK IM was among the first to receive a PMS license in India and has led several industry-first initiatives—including being the first portfolio management company to establish operations in GIFT City for overseas investors and launching India’s first AIF with fully digital client onboarding. We invest exclusively in listed Indian equities through both segregated accounts and commingled funds, delivering disciplined, research-driven, and performance-oriented investment solutions.

PMS Investments

PMS Investment Approach(s) Returns
Investment Approach Category 1 Yr Return 2 Yr Return 3 Yr Return 5 Yr Return Inception Date
ASK Indian Entrepreneur Portfolio Multi Cap & Flexi Cap -9.18% 7.88% 7.78% 14.84% Jan 2010
ASK India Select Portfolio Multi Cap & Flexi Cap -11.74% 7.35% 7.54% 12.77% Jan 2010
ASK Growth Portfolio Multi Cap & Flexi Cap -10.82% 8.88% 6.85% 13.82% Jan 2001
ASK Financial Opportunities Portfolio Sector Fund 4.89% 14.14% 10.60% 16.48% Jun 2018
ASK India Vision Portfolio Multi Cap & Flexi Cap -10.38% 4.56% 5.75% 13.26% Nov 2019
ASK Emerging Opportunities Portfolio Small & Mid Cap -12.27% 7.52% 8.09% 15.39% Aug 2017
ASK Domestic Resurgence Portfolio Multi Cap & Flexi Cap -8.26% 8.46% 10.23% 17.45% Jun 2018
ASK Lighthouse Portfolio Multi Cap & Flexi Cap -11.69% NA NA NA Mar 2024
ASK Life Portfolio Large Cap -12.24% 4.22% 3.57% 11.73% Sep 2008
ASK Strategic Portfolio Mid Cap -12.07% 7.59% 8.37% 15.99% Dec 2009

* Returns are as on 30th September 2025, * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

Portfolio Managers

Mr George Heber Joseph
Mr George Heber Joseph

CIO & CEO - Equity

George brings over two decades of experience in equities and capital markets. At ASK, he spearheads investment strategy, performance management, product innovation, and growth across PMS, AIFs, offshore funds, and the upcoming mutual fund platform. Prior to joining ASK, he served as Chief Investment Officer at Jio BlackRock AMC, where he played a pivotal role in establishing the India joint venture. Previously, he led investment strategy and portfolio management at ICICI Prudential PMS and ITI Asset Management, and spent over a decade at ICICI Prudential AMC, where he managed equity assets of approximately USD 2 billion. A Chartered Accountant and Cost & Management Accountant, George is widely recognized for his strong stock selection skills, long-term value-driven investment approach, and proven expertise in scaling investment businesses.

Mr. Kuldeep Gangwar
Mr. Kuldeep Gangwar

Vice President - Portfolio Manager

Kuldeep brings nearly 20 years of experience in the financial markets, including over a decade in sell-side equity research. His core expertise lies in the Consumer sector, particularly FMCG and Retail. Before joining ASK in January 2018, he was associated with HSBC Securities and Capital Markets (India) Pvt. Ltd. as a sell-side research analyst. Earlier in his career, he spent three years with Tata Motors. Kuldeep holds an MBA in Finance from IIT Bombay and a B.Tech in Electronics & Communication from IIT Roorkee. He is also a CFA charterholder.

Mr Sandip Bansal
Mr Sandip Bansal

Senior Portfolio Manager

ChatGPT said: Sandip brings over 20 years of professional experience, including more than 16 years in equity markets. He joined ASK in July 2021 from SBI Life Insurance, where he served as an Equity Fund Manager and Head of Investment Research, leading research across multiple asset classes. Prior to that, he worked on the sell-side with UBS Securities and Kotak Institutional Equities, and earlier gained experience as a business consultant at KPMG and in banking with Citibank. Sandip is a Chartered Accountant, Company Secretary, and holds an MBA from IIM Ahmedabad.

Mr Sumit Jain
Mr Sumit Jain

Fund Manager - Deputy CIO

Sumit brings nearly 19 years of experience in the Indian equity markets. He played a key role in conceptualizing the Indian Entrepreneur strategy and currently manages the Indian Entrepreneur Portfolio, overseeing an AUM of over USD 2.5 billion, in addition to supervising other investment strategies at ASK. Sumit has been instrumental in developing proprietary valuation models for the firm. Earlier in his career, he worked with ICICI Prudential Life Insurance and First Global Securities. He holds a Postgraduate degree in Management from Mumbai University and joined ASK in October 2005.

AMC Reg. Address

ASK IM, Birla Aurora, 16 Level, Office Floor 9,Dr. Annie Besant Road, Worli,Mumbai - 400 030, India SEBI Reg No : INP000000043

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