ASK Investment Managers Limited

ASK Investment Managers Limited is an investment-management company offering Portfolio Management Services (PMS) and Alternative Investment Funds (AIFs) across equity, absolute-return, real estate and other alternative investment strategies.

The ASK Group traces its origins to 1983, while ASK Investment Managers Limited was incorporated on 9 August 2004. The company has operated its PMS business since 1994–95 and has built investment capabilities across public and private markets.

ASK Investment Managers Limited is registered with SEBI as a Portfolio Manager under registration number INP000000043. The firm also operates AIF strategies and has established a presence in GIFT City.

About ASK Investment Managers Limited

ASK Investment Managers Limited is part of the broader ASK Group and focuses on wealth and investment management for HNI, UHNI, family-office and institutional investors.

The investment platform covers:

• Portfolio Management Services
• Alternative Investment Funds
• Equity strategies
• Absolute-return strategies
• Real-estate investment strategies
• GIFT City investment structures
• Multi-strategy investment solutions

ASK has operated Portfolio Management Services since 1994–95 and has developed investment strategies across market cycles.

The company has also established a PMS presence in GIFT City and operates digital investment solutions within its alternative-investment platform.

ASK Investment Managers Limited is headquartered at Birla Aurora, Level 21, Plot No. 1080, Dr. Annie Besant Road, Worli, Mumbai – 400030.

ASK Investment Managers Ownership and Group Companies

ASK Investment Managers Limited is majority-owned by The Blackstone Group following Blackstone's acquisition of a majority stake in ASK Investment Managers. The transaction represented a 71.25% stake and was completed in 2022.

Sameer Koticha is the Founder and Chairman of the ASK Group.

The broader ASK platform includes businesses across investment management and financial services, including:

• ASK Investment Managers
• ASK Private Wealth
• ASK Property Fund
• ASK Hedge Solutions
• ASK Mutual Fund

ASK Investment Managers operates separately from ASK's other financial-services businesses, with individual entities serving different investment and wealth-management functions.

ASK Investment Managers is an unlisted company. It should not be confused with a publicly traded listed company or a mutual fund.

ASK Investment Managers Investment Philosophy

ASK Investment Managers follows a fundamental, research-driven investment philosophy centred on capital protection followed by capital appreciation.

The investment approach focuses on identifying quality businesses with strong management teams, sustainable competitive advantages and attractive long-term growth potential.

Key elements of the investment philosophy include:

• Quality businesses
• Strong management
• Earnings growth
• High return on capital employed
• Sustainable competitive advantages
• Margin of safety
• Reasonable valuations
• Long-term wealth creation

ASK describes its equity investment philosophy through the concept of "growth at value prices", combining business growth with valuation discipline.

The investment process evaluates business fundamentals, earnings potential, management quality, competitive positioning, industry structure and valuation before making portfolio decisions.

Capital protection forms the first stage of the investment framework, followed by capital appreciation through ownership of businesses with sustainable growth characteristics.

ASK Investment Managers Team and Fund Managers

ASK Investment Managers has an experienced investment team covering equity, portfolio management and alternative investments.

George Heber Joseph

George Heber Joseph is the CIO & CEO – Equity at ASK Investment Managers.

He leads the firm's equity investment platform and is responsible for investment strategy, portfolio construction and research across the equity business.

For more information, see George Heber Joseph.

Amit Nigam

Amit Nigam is Deputy CIO at ASK Investment Managers and is part of the firm's equity investment leadership.

Sumit Jain

Sumit Jain is a Portfolio Manager associated with ASK Investment Managers' equity investment platform.

Sandip Bansal

Sandip Bansal is a Portfolio Manager within the ASK investment-management team.

Kuldeep Gangwar

Kuldeep Gangwar is a Portfolio Manager associated with ASK's investment platform.

The investment team includes professionals across equity, portfolio management, alternative investments and specialised investment strategies.

ASK Investment Managers AUM and Track Record

As of 31 August 2026, ASK Investment Managers had approximately ₹9,296 crore of PMS AUM across 6,726 clients and 11 PMS strategies.

This PMS AUM represents ASK Investment Managers' Portfolio Management Services business and should be distinguished from the wider ASK Group's total assets under management.

The ASK Group had more than ₹85,000 crore of AUM as of July 2026 across its broader investment and wealth-management businesses.

ASK's Growth Portfolio has been running since 2001, making it one of the long-running strategies within the firm's investment platform.

Strategy-specific performance, AUM and portfolio information should be evaluated separately for each ASK investment product.

ASK Investment Managers PMS and AIF Strategies

ASK Investment Managers offers a range of PMS and AIF strategies covering different investment objectives and asset classes.

Equity and PMS Strategies

• ASK Indian Entrepreneur Portfolio
• ASK India Select Portfolio
• ASK Growth Portfolio
• ASK India Vision Portfolio
• ASK Emerging Opportunities Portfolio
• ASK Special Opportunities Portfolio
• ASK Absolute Return Fund
• ASKWA India Opportunities Fund

These strategies cover different equity and alternative-investment approaches, including entrepreneur-led businesses, growth opportunities, special situations and absolute-return strategies.

ASK Real Estate Fund

ASK Real Estate Fund provides access to ASK's real-estate investment platform.

The strategy focuses on opportunities within the Indian real-estate sector and forms part of ASK's alternative investment capabilities.

ASK PMS vs ASK AIF: Structure, Minimums and Fee Models

ASK PMS and ASK AIFs operate under different investment structures.

ASK PMS

Portfolio Management Services provide individually managed investment portfolios. Securities are held in the investor's own demat account, subject to the applicable PMS structure.

The SEBI minimum investment requirement for PMS is ₹50 lakh.

PMS fees can include fixed management fees and performance-linked fees depending on the specific strategy and applicable agreement.

ASK AIF

AIFs are pooled investment structures in which investors hold units of the relevant fund or scheme.

The general SEBI minimum investment requirement for AIFs is ₹1 crore, subject to applicable regulatory provisions and exemptions.

AIF fee structures vary according to the individual fund and its governing documents.

The specific minimum investment, fees, performance structure, expenses and liquidity terms should therefore be reviewed on the relevant investment-product page and applicable fund documents.

For a broader comparison, see PMS vs mutual funds vs AIF.

ASK Investment Managers GIFT City and NRI Investment Solutions

ASK Investment Managers has established investment capabilities in GIFT City, providing an investment-management platform for eligible investors and international investment structures.

GIFT City can provide a framework for investment products serving global investors and NRIs, subject to applicable regulations and eligibility requirements.

Investors looking specifically at PMS structures for NRIs can explore PMS for NRIs.

The availability of a particular ASK strategy through GIFT City depends on the applicable fund structure, investor eligibility and regulatory requirements.

ASK Investment Managers Login and Contact

ASK Investment Managers provides dedicated digital access for its PMS and AIF clients.

PMS clients can access their accounts through the ASK PMS platform, while AIF investors can access relevant account information through the applicable fund-administration platform.

ASK Investment Managers Limited

Birla Aurora, Level 21
Plot No. 1080, Dr. Annie Besant Road
Worli, Mumbai – 400030

Phone: +91 22 6652 0000

For investment-related information, investors can explore the relevant ASK strategy pages or Contact ALTPORT.

Explore ASK Investment Managers Through ALTPORT

ALTPORT provides access to information on selected ASK PMS, AIF and alternative investment strategies.

Investors can explore individual ASK products, review their investment approaches and compare different investment structures.