ASK Investment Managers Limited

ASK Investment Managers Limited

Fundamentals

ASK Investment Managers
₹1185 Per Equity Share

Lot Size 100 Shares

52 Week High 1425

52 Week Low 1185

Depository NSDL & CDSL

PAN Number AAFCA2302P

ISIN Number INE925L01025

CIN U65993MH2004PTC147890

RTA Link Intime
Market Cap (in cr.) 10324

P/E Ratio 23.3

P/B Ratio 5.69

Debt to Equity 0

ROE (%) 24.43

Book Value 208.37

Face Value 2

Total Shares 87125755

P&L Statement

P&L Statement 2022 2023 2024 2025
Revenue 909 936 1063 1038
Cost of Material Consumed 0 0 0 0
Change in Inventory 0 0 0 0
Gross Margins 100 100 100 100
Employee Benefit Expenses 240 175 232 275
Other Expenses 278 340 360 387
EBITDA 391 421 471 376
OPM 43.01 44.98 44.31 36.22
Other Income 32 37 58 74
Finance Cost 2 3 3 5
D&A 15 16 10 16
EBIT 376 405 461 360
EBIT Margins 41.36 43.27 43.37 34.68
PBT 406 439 516 429
PBT Margins 44.66 46.9 48.54 41.33
Tax 96 104 113 -14
PAT 310 335 403 443
NPM 34.1 35.79 37.91 42.68
EPS 37.78 40.02 47.78 50.86

Financial Ratios

Financial Ratios 2022 2023 2024 2025
Operating Profit Margin 43.01 44.98 44.31 36.22
Net Profit Margin 34.1 35.79 37.91 42.68
Earning Per Share (Diluted) 37.78 40.02 47.78 50.86

Balance Sheet

Assets 2022 2023 2024 2025
Fixed Assets 34 29 25 19
CWIP 1 1 0 0.39
Investments 621 895 1127 1393
Trade Receivables 232 210 225 169
Inventory 0 0 0 0
Other Assets 397 760 754 618.61
Total Assets 1285 1895 2131 2200

Liabilities

Liabilities 2022 2023 2024 2025
Share Capital 16.41 16.74 16.87 17.42
FV 2 2 2 2
Reserves 1045 1372 1542 1796
Borrowings 0 0 0 0
Trade Payables 48 96 75 66
Other Liabilities 175.59 410.26 497.13 320.58
Total Liabilities 1285 1895 2131 2200

Cash-Flow Statement

Cash-Flow Statement 2022 2023 2024 2025
PBT 410 440 515 429
OPBWC 433 422 446 411
Change in Receivables 18 22 -15 55
Change in Inventories 0 0 0 0
Change in Payables 17 48 -21 -9
Other Changes 7 -43 140 -185
Working Capital Change 42 27 104 -139
Cash Generated From Operations 475 449 550 272
Tax -112 -59 -39 -61
Cash Flow From Operations 363 390 511 211
Purchase of PPE -9.8 -5.5 -4 -17
Sale of PPE 0 0 1 0
Cash Flow From Investment -196 -274 -257 -60
Borrowing 0 0 0 40
Dividend 245 58 192 -222.6
Equity 75.53 17.57 5.36 26
Others From Financing -498.53 -87.57 -431.36 -10.4
Cash Flow from Financing -178 -12 -234 -167
Net Cash Generated -11 104 20 -16
Cash at the Start 30 19 122 143
Cash at the End 19 123 142 127

Shareholding Pattern

BCP Topco XII Pte Ltd 79.42%
Fortress Trust 7.91%
Sameer Koticha 10.16%
Others 2.51%
BCP Topco XII Pte Ltd 77.88%
Sameer Koticha 9.96%
Fortress Trust 7.75%
Others 4.41%
BCP Topco XII Pte Ltd 75.34%
Sameer Koticha 9.89%
Fortress Trust 7.69%
Others 7.08%
BCP Topco XII Pte Ltd 63.91%
Sameer Koticha 9.59%
Fortress Trust 7.46%
Others 19.04%

Promoters or Management

Name Designation Experience LinkedIn Profile
Sunil Rohokale MD & CEO 30
Bharat Shah Whole-time Director 30
Sumit Jain Chief Investment Officer 20

ASK Investment Managers Limited

Established as part of the ASK Asset & Wealth Management Group, ASK Investment Managers Limited (ASK IM) is a prominent Indian asset and wealth management firm focusing on high-net-worth (HNI) and ultra-HNI clients through discretionary portfolio management services (PMS), alternative investment funds (AIFs), and wealth advisory solutions. With over 29 years of industry presence, ASK IM was among the first in India to obtain a PMS licence and has grown significantly, reporting assets under management (AUM) of approximately Rs 15,212 crore as of September 2025. The firm’s investment philosophy emphasises capital preservation first, followed by long-term growth, prioritising high-quality businesses run by high-quality management, and buying them at reasonable valuations.

In addition to its core capabilities in equities, ASK IM has undertaken several industry-first initiatives: it was the first PMS company to set up operations in the GIFT City (Gandhinagar, Gujarat) for overseas investors and launched India’s first AIF with fully digital client onboarding. Backed by institutional investment (with a majority stake held by the Blackstone Group), ASK IM continues to expand into newer product lines including offshore funds, hedge-fund-style offerings and mutual fund ambitions. Financially, the company has built a strong foundation: it is debt-free, showing robust margins and recurring fee-based revenues through its advisory and portfolio services.

Overall, ASK Investment Managers stands out in the Indian wealth and asset management space for its clarity of investment approach, institutional backing, and focus on premium client segments — positioning it as a noteworthy player for those looking at professionally managed discretionary equity exposure.

FAQs about ASK Investment Managers Limited

1. What are ASK Investment Managers Limited's unlisted shares?

ASK Investment Managers Limited unlisted shares are equity shares of the company that are not traded on stock exchanges like NSE or BSE and are bought or sold through private transactions.

2. Is ASK Investment Managers Limited a publicly listed company?

No, ASK Investment Managers Limited is currently an unlisted company, meaning its shares are not available for trading on public stock exchanges.

3. How can investors buy ASK Investment Managers Limited unlisted shares?

Investors can buy unlisted shares through private dealers, wealth managers, or specialized unlisted share platforms, subject to availability and compliance with transfer rules.

4. What is the minimum investment for ASK Investment Managers Limited unlisted shares?

The minimum investment varies by seller and lot size, as unlisted share transactions are privately negotiated and not standardized like listed stocks.

5. Are unlisted shares of ASK Investment Managers Limited safe to invest in?

Unlisted shares carry higher risk due to lower liquidity, limited public disclosures, and price volatility. Investors should conduct due diligence before investing.

6. How is the price of ASK Investment Managers Limited unlisted shares determined?

Prices are based on private market demand and supply, company financial performance, growth prospects, and recent transaction trends rather than exchange-based trading.

7. Can ASK Investment Managers Limited unlisted shares be sold easily?

No, unlisted shares are less liquid than listed shares. Selling may take time and depends on finding a willing buyer in the private market.

8. Are there any lock-in periods for unlisted shares?

Certain unlisted shares may have contractual or regulatory lock-in periods, especially before a company’s IPO, restricting immediate resale.

9. How are gains from unlisted shares taxed in India?

Profits from unlisted shares are taxed as capital gains in India, with different rates for short-term and long-term holdings based on the holding period.

10. Is there a possibility of ASK Investment Managers Limited going public in the future?

An IPO is possible but not guaranteed. Any public listing would depend on the company’s strategic decisions, regulatory approvals, and market conditions.

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