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ASK Investment Managers Ltd – Portfolio Management Services (PMS)

ASK is india’s largest discretionary equity PMS House. ASK IM is a leading AMC, primarily catering to the HNI & UHNI market in india. ASK Investment Managers is the flagship company of ASK Asset and Wealth Management Group. We focus on pure play discretionary listed equity management. Our time-tested investment philosophy makes us the core of capital preservation and growth focused portfolios. We are pioneers in the industry and were among the first to get a Portfolio Management Services license in India. Among our many industry first initiatives, we were the first Portfolio Management Company to set up operations in GIFT city for overseas investors and launched India's first AIF with digital client onboarding. We invest exclusively in listed Indian equities for our clientele through segregated accounts and commingled funds.

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

George brings over two decades of experience in equities and capital markets. At ASK, he leads investment strategy, performance, product innovation, and growth across PMS, AIFs, offshore funds, and the upcoming mutual fund platform. He joins ASK from Jio BlackRock AMC, where he was Chief Investment Officer and played a key role in setting up the India JV. Previously, he led investments and strategy at ICICI Prudential PMS and ITI Asset Management. He has spent over a decade at ICICI Prudential AMC where he was overall responsible for managing ~USD 2 billion in equity assets. A Chartered Accountant and Cost & Management Accountant, George is known for his stock-picking skills, long-term value approach, and track record of scaling investment platforms.

Mr. Kuldeep Gangwar

Vice President - Portfolio Manager

Kuldeep has around 20 years of experience. This experience includes more than a decade in sell side equity research. His main domain expertise is in Consumer sector (FMCG & Retail). Prior to joining ASK, he was associated with HSBC Securities and Capital Markets (India) Private Limited as sell side research analyst. He has also worked with Tata Motors for 3 years. Kuldeep is an MBA (Finance) from IIT, Bombay and B. Tech (Electronics & Communication) from IIT Roorkee. He is CFA Charterholder. He joined ASK in Jan 2018.

Mr Sandip Bansal

Senior Portfolio Manager

Sandip has a work experience of over 20 years with 16+ years in equity markets. Sandip joined ASK from SBI Life Insurance where he has been an Equity Fund Manager & was Head of Investment Research, leading research across asset classes. Sandip has also worked on the Sell-side with UBS Securities and Kotak Institutional Equities. Before that Sandip was a business consultant at KPMG and also has banking experience with Citibank. Sandip is a Chartered Accountant, Company Secretary, and an MBA from IIM, Ahmedabad. Sandip joined ASK in July 2021.

Mr Sumit Jain

Fund Manager - Deputy CIO

Sumit has around 19 years of experience in Indian equity markets. He was actively involved in the conceptualization of the Indian Entrepreneur strategy and currently manages the Indian Entrepreneur Portfolio with an AUM of over USD 2.5 billion. He also oversees other investment strategies at ASK. He has also been instrumental in building the proprietary valuation models at ASK. In the past Sumit has worked with ICICI Prudential Life Insurance and First Global Securities in the past. He is a Postgraduate in Management from Mumbai University. He joined 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

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