Bharat Shah
Executive Director, ASK Group

Mr. Bharat Shah, is an Executive Director at ASK Group and has been associated with them since 2008. He holds a bachelor’s degree in commerce from the University of Bombay and a post-graduate diploma in management from the Indian Institute of Management, Calcutta. He is also a member of the Institute of Chartered Accountants of India and a member of the Institute of Cost and Works Accountants of India. Having a 25 years of experience in the field of investment management, he has a considerable understanding of global businesses and stock picking is his forte. His investment philosophy emphasizes buying quality businesses enjoying superior growth but at reasonable valuations. In 2013, he authored a book entitled “Of Long-Term Value & Wealth Creation from Equity Investing: Observation, Ideas and Reflection”.

PMS Product Performance

Company Name /
Product Name
Date of inception AUM 1y return 2y return 3y return 5y return 10y return Since inception return
ASK Emerging Opportunities Portfolio (EOP) 24 Aug 201776729.37%10.50%12.63%17.39%-12.21%
ASK Growth Portfolio 29 Jan 2001286530.61%9.61%12.67%15.37%17.50%18.90%
ASK Indian Entrepreneurship Portfolio (IEP) 25 Jan 20101860128.17%8.05%12.73%15.24%18.00%17.33%
ASK India Select Portfolio (ISP) 04 Jan 2010283831.67%10.03%13.68%14.23%18.00%15.57%

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