ASK Investment Managers Ltd – Portfolio Management Services (PMS)

As India's premier discretionary equity Portfolio Management Services (PMS) provider, ASK stands at the forefront of the industry. ASK Investment Managers (ASK IM), a distinguished Asset Management Company, predominantly serves the High Net Worth Individual (HNI) and Ultra High Net Worth Individual (UHNI) segments within India. As the flagship entity of the ASK Asset and Wealth Management Group, ASK Investment Managers specializes in unadulterated discretionary management of listed equities. Our established investment strategy is foundational to portfolios prioritizing both capital preservation and growth. Recognized as industry trailblazers, we were among the initial entities to secure a PMS license in India. Our pioneering efforts extend to establishing operations in GIFT City to accommodate overseas investors and launching India's inaugural Alternative Investment Fund (AIF) with digital client onboarding. We exclusively manage investments in listed Indian equities for our clients, utilizing both segregated accounts and commingled fund structures.

AUM (₹ Cr)

14425

Clients

8896

Strategies

11

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

ASK Investment Managers Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
ASK Indian Entrepreneur Portfolio Multi Cap & Flexi Cap 6.19% 11.56% 11.17% Jan 2010
ASK India Select Portfolio Multi Cap & Flexi Cap -1.77% 9.99% 9.31% Jan 2010
ASK Growth Portfolio Multi Cap & Flexi Cap -1.45% 9.58% 10.20% Jan 2001
ASK Financial Opportunities Portfolio Sector Fund 16.60% 15.81% 12.24% Jun 2018
ASK India Vision Portfolio Multi Cap & Flexi Cap -1.43% 9.94% 10.25% Nov 2019
ASK Emerging Opportunities Portfolio Small & Mid Cap -3.94% 11.08% 11.74% Aug 2017
ASK Domestic Resurgence Portfolio Multi Cap & Flexi Cap 0.25% 13.82% 13.74% Jun 2018
ASK Lighthouse Portfolio Multi Cap & Flexi Cap -5.74% Mar 2024
ASK Life Portfolio Large Cap 0.76% 7.77% 8.59% Sep 2008
ASK Strategic Portfolio Mid Cap -3.37% 11.41% 12.27% Dec 2009
ASK Core Portfolio Large Cap Jul 2025

Past performance is not indicative of future results. Returns are subject to market risks.

Portfolio Managers & Fund Management Team

Mr George Heber Joseph

CIO & CEO - Equity

With over twenty years of dedicated experience in the equity and capital markets, George assumes a pivotal role. At ASK, his responsibilities encompass the strategic direction of investments, oversight of performance metrics, fostering product innovation, and driving growth across Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), offshore fund offerings, and the nascent mutual fund platform. Prior to joining ASK, George served as Chief Investment Officer at Jio BlackRock AMC, where he was instrumental in the establishment of the Indian joint venture. His prior experience includes leadership positions in investments and strategy at ICICI Prudential PMS and ITI Asset Management. He also dedicated over a decade to ICICI Prudential AMC, where he held ultimate responsibility for the management of approximately USD 2 billion in equity assets. A distinguished Chartered Accountant and Cost & Management Accountant, George is recognized for his proficiency in stock selection, his commitment to a long-term value-oriented investment philosophy, and his proven ability to expand the scale of investment platforms.

Mr. Kuldeep Gangwar

Vice President - Portfolio Manager

With approximately two decades of professional experience, including over ten years dedicated to sell-side equity research, Kuldeep possesses significant domain expertise within the Consumer sector, specifically FMCG and Retail. Prior to his tenure at ASK, he served as a sell-side research analyst at HSBC Securities and Capital Markets (India) Private Limited. His earlier career also included a three-year stint 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. Kuldeep joined ASK in January 2018.

Mr Sandip Bansal

Senior Portfolio Manager

With a career spanning over two decades, including more than sixteen years focused on equity markets, Sandip brings substantial expertise to our platform. Prior to joining ASK in July 2021, he served as an Equity Fund Manager and Head of Investment Research at SBI Life Insurance, overseeing research across diverse asset classes. His prior experience includes sell-side roles at UBS Securities and Kotak Institutional Equities. Sandip's professional background also encompasses business consulting at KPMG and banking experience with Citibank. He holds professional qualifications as a Chartered Accountant and Company Secretary, in addition to an MBA from IIM, Ahmedabad.

Mr Sumit Jain

Fund Manager - Deputy CIO

With approximately 19 years of dedicated experience in the Indian equity landscape, this individual has played a pivotal role in the development of the Indian Entrepreneur strategy. He currently serves as the Portfolio Manager for the Indian Entrepreneur Portfolio, which boasts an Assets Under Management (AUM) exceeding USD 2.5 billion. Furthermore, he holds oversight responsibilities for other investment strategies within ASK. A significant contribution includes his involvement in the construction of ASK's proprietary valuation models. His prior professional engagements include roles at ICICI Prudential Life Insurance and First Global Securities. He holds a postgraduate degree in Management from Mumbai University and became a part of ASK in October 2005.

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Regulatory Information

SEBI Registration: INP000000043

Registered Office: ASK IM, Birla Aurora, 16 Level, Office Floor 9,Dr. Annie Besant Road, Worli,Mumbai - 400 030, India

Disclaimer

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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)