Customized Discretionary Solutions Multi Asset
ASK Wealth AI and Strategic Infrastructure Portfolio
ASK Wealth Harmony Aggressive
Harmony Treasury Advantage PMS
ASK Wealth Core Equity
ASK Wealth Core Balanced
© 2026 Wisefolio. Legal and disclaimers
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Past performance is not indicative of future returns. All returns are time-weighted (TWRR). Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
| Period | This strategy | CRISIL Composite Bond Fund Index | Difference |
|---|---|---|---|
| 1 Month | +0.6% | −0.4% | +1.0% |
| 3 Months | +2.1% | −0.4% | +2.5% |
| 6 Months | +5.4% | +3.1% |
| +2.3% |
| 1 Year | +9.6% | +3.8% | +5.8% |
|---|
| 2 Years | +9.8% | +5.3% | +4.5% |
|---|
| 3 Years (CAGR) | +9.7% | +6.6% | +3.1% |
|---|
| 4 Years (CAGR) | +8.9% | +6.9% | +2.0% |
|---|
| 5 Years (CAGR) | 0.0% | +5.7% | −5.7% |
|---|
| Since launch | +8.8% | +7.3% | +1.6% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 55-month window · Source: Computed from NAV history
Maximum drawdown: 0.6%
ASK Wealth Advisors’s story and investment philosophy are on the ASK Wealth Advisors firm page.
Sameer Koticha
Founder & Chairman
Founder of ASK Group, responsible for strategic direction, governance oversight and investment committee leadership across business verticals.
Amit Bhagat
Co-Founder, CEO & MD – ASK Property Fund
Chartered Accountant with 30+ years of experience in real estate investments and mortgage finance.
George Heber Joseph
CIO & CEO – Equity
Over two decades in equities and capital markets. Leads equity strategy across PMS, AIFs and offshore funds.
Sameer Dev
CEO & MD – ASK Capital
Over 30 years of global asset management experience with leadership roles across international markets.
Dhiren Mehta
CEO & MD – ASK Finance
Over 30 years of experience in structured lending, capital markets and financial structuring.
Vaibhav Sanghavi
CEO – ASK Hedge Solutions
22+ years of experience in Indian equities and alternative investment strategies with a focus on risk-adjusted returns.
Prateek Jain
Chief Financial Officer
Finance leader with 27+ years of experience across asset management and financial services.
Jayant Jain
Chief Risk Officer
Risk management professional with nearly two decades of experience in asset management and banking.
Rajesh Saluja
Co-founder, CEO & MD, ASK Private Wealth
CEO & Managing Director of ASK Private Wealth, the wealth management arm of ASK Asset & Wealth Management Group. Has built ASK Private Wealth into one of India's leading UHNI and family office wealth management platforms, with ₹70,000+ crore in assets under advice. Pioneer in the India private wealth industry with 25+ years of experience across wealth management and financial services.
Amit Gupta
Fund Contact / Authorised Signatory
Named contact person in SEBI's official informal guidance letter to ASKWA Multi Opportunities Fund (December 2023). Signatory on regulatory correspondence on behalf of ASK Wealth Advisors Private Limited.
Shantanu Sahai
Chief Executive Officer - Private Credit
Amit Singh
Group CHRO, ASK Asset & Wealth Management Group
Nehal Shah
Group Head - Legal, Compliance & Secretarial
Prasann Shrivastava
Group Chief Marketing & Digital Officer
Aditya Mishra
COO & Head - Private Wealth Management
Vinay Jaising
Chief Investment Officer (CIO) & Head - Equity Advisory
Nishant Agarwal
Sr. Managing Partner & Head - Investment Advisory and Family Office
Umesh Balani
Chief Business Officer and Head of Wealth Management
Nilesh Mundra
Head - Investment Solutions
Prateek Pant
Market Head - Middle East & Africa
Bhavesh Vyas
Head - Process Excellence & Digitization
Registration No
INP000007827
Fund Manager
Mr.Somnath Mukherjee
Principal Officer
Mr.Somnath Mukherjee
Inflow
₹0.00 Cr
Outflow
₹0.01 Cr
Net
₹-0.01 Cr
Not reported — complaint data for this strategy isn't available yet.
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