Learn more about the ASK Investment Managers

Leading asset and wealth management firm ASK Investment Managers Limited (ASKIM) primarily serves India's HNI and UHNI markets. One of the first businesses in India to get a license for portfolio management services, our company is presently one of the biggest providers of discretionary equity portfolio management services.

We created India's first AIF with digital client onboarding, a paperless and simple process. We were the first Portfolio Management Company to establish operations in GIFT city for foreign investors, among other recent industry-first achievements. Through segregated accounts and commingled funds, we only invest in listed Indian equities on behalf of clients with residences in India and those located abroad.

We offer:

• A distinct emphasis on listed Indian stocks
• only using discretion to manage investments
• When choosing clients, put a focus on philosophical compatibility and attitude congruence.
• HNIs, institutions, pension funds, endowments, SWFs, family offices, and multi-managers are some of our current clients.

Our Principles

At ASK Investment Managers, our fundamental concept focuses on two main objectives: first, achieve capital protection (over time), then follow it with capital appreciation. We look to invest in Indian shares operated by high-quality management, have sustained long-term development potential, and are available at fair and reasonable pricing.

Principles and Overarching Investing Philosophy:

• More assurance of earnings versus a merely quantitative increase in earnings
• superior and consistent quality of earnings as opposed to just a quantitative increase in earnings
• Superior quality at a fair price as opposed to subpar quality at an artificially low price

Our investment strategy guarantees:

• Instead of valuing the price, price the value.
• investing with discipline in excellent companies
• assembling a portfolio of prospects for compounding
• Purchase "growing" companies for "value" pricing.

Our strategy is to purchase high-quality companies at reasonable costs rather than subpar ones for a bargain. Additionally, our Key Investment Attributes help design investment strategies to accomplish a particular attribute.

Our Favorite

Implementing the basic principles consistently and firmly under all market circumstances is what demands character and makes all the crucial difference. Our main competitive advantage comes from performing these simple tasks with consistency and discipline and executing them well.

ASK Investment Managers upholds the following:

• strict devotion to the investment process or philosophy
• The strong internal proprietary research team with ample resources and expertise
• dependable connections and industrial connections
• thorough knowledge of Indian industry and businesses
• accentuate your long-term performance history

 

The Methodology of Capital Allocation

• Identify opportunities for businesses that are big and growing quickly.
• Find large businesses with a competitive edge (PBT of at least Rs. 100 crores): this allows for the expansion of the market share and the size of the opportunity and may be sustained for several years.
• The firm's quality must be high to be able to fund rapid development through internal cash flow.
• The portfolio should grow by at least 25% annually, and each company we buy should grow by at least 20% compounded annually.
• The company's return on capital employed (ROCE), with surpluses for dividends, should be more than 25% to finance this expansion.
• To achieve compound growth year after year, management needs to be driven and invested (uncompromised corporate governance is a must)

Consequently, invest in companies with a reputable business house at the helm with at least a 25% stake.

We want to locate these companies at a slight discount to their underlying value, hold onto our investment for a long time, and profit as EPS grows.

ASK Investment Managers: How excellent is it?

ASK Investment Managers portfolio performance is highly appealing and satisfying. It helps the business establish a reliable clientele. Over ten years, portfolio management service returns have surpassed mutual fund returns. ASK makes investments with a focused and organized approach. The likelihood of a profitable return on the investment portfolio so grows. For every client to feel comfortable dealing with the business and to have a long-term relationship with it, the organization maintains solid relationships with them.