Ask Investment Managers Limited

We understand your financial goals and your desire to create a legacy that lasts for generations to come. This is where our Investment Advisory & Family Office (IA & FO) can step in to provide you well researched and articulated investment advice on your overall portfolio, based on a risk-return profile that helps you grow your wealth further.

Registered under SEBI (Investment Advisers) Regulations 2013, ASK WA - IA & FO is a fee based model where we advise you irrespective of the execution / transaction platform. You are free to work with your existing bankers, advisors, brokers, wealth managers without disturbing the on-going setup.

The ASK WA - Private Wealth Management (PWM) division works with you to offer the best investment products, carefully selected from a varied range of fund managers and investment houses.

ASK WA - PWM division works towards identifying the best-in-class investment products across Equities, Fixed Income, and Alternate Products best suited to your needs. Our analysts and product managers carefully scan and evaluate multiple managers and funds. Alongside to that, the members of the ASK WA Investment Committee do a second level evaluation to approve a handful of carefully selected managers and funds in the recommended basket for your portfolio.

The multi-level product approval process involves a detailed due diligence including, scrutiny of disclosures and regulatory documents, process and operational audits, fund manager meetings, and evaluation of associated costs and fees.

While selection of the right product is one function of the ASK WA - PWM Division, assessing suitability of the same based on the client's needs is equally critical.

Support and close coordination with client's back office for paperwork and documentation through our experienced Client Service Professionals ensures smooth and timely execution. On-going reporting with easy to understand reports both from a tax and performance monitoring perspective is an important function and an integral part of the ASK WA - PWM offering.

ASK - PWM offers a comprehensive basket of Investment Products from both ASK Group Companies and non-ASK Group Managers:

• EQUITY
  • Mutual Funds
  • Discretionary PMS
  • AIF
  • Absolute Returns Strategies
  • Discretionary Portfolio of MFs
    (Managed Funds Portfolio)
  • Market Linked Debentures
• DEBT
  • Mutual Funds
  • PMS
  • Bonds and NCDs
  • High Yielding Debt Papers
  • AIF
  • Absolute Returns Strategies
  • Discretionary Portfolio of MFs
    (Managed Funds Portfolio)
  • Capital Protected Market Linked Debentures
• ALTERNATE PRODUCTS
  • Private Equity
  • Real Estate Funds
  • Venture Capital Funds
  • Bespoke Direct opportunity to invest in Companies

If you are a well-established professional enjoying a good relationship with UHNI segment of clients, and you wish to leverage your contacts and relationships to earn an additional income without necessarily disrupting your existing occupation, the Professionals Affiliation Programme is best suited for you.

Professional partners are typically lawyers, consultants, chartered accountants (CAs) who enjoy long-term trust and faith of their clients through multiple years of association. Often clients entrust them to refer other service providers in areas not conflicting with their activity.

This Professional Affiliation Programme helps you in introducing ASK WA, a well-established and renowned company specialising in providing Wealth Advisory and Family Office solutions to your clients. This would not only be helpful for your client but would also give you the benefit of an additional revenue stream. The entire client ownership and advisory will be handled by ASK WA and your role would be limited to introducing the client to us.

This model can also be used by existing ASK WA clients who wish to leverage their contacts amongst the UHNI segment and wish to also earn a fee income in the process.

ASK Investment Managers Limited (ASKIM), is a leading asset and wealth management company, primarily catering to the HNI and UHNI market in India. We were one of the first companies to obtain a portfolio management services license in India and the third largest company in both discretionary listed equity portfolio management services and discretionary equity overall portfolio management services according to assets under management as of May 30, 2018.

We invest exclusively in listed Indian equities for our clientele who are India domiciled, as well as offshore, through segregated accounts and commingled funds.

• Singular focus on listed Indian equities
• Purely discretionary investment management
• Focus on mindset alignment and philosophy match during client selection

Our current clients include HNIs, Institutions, Pension Funds, Endowments, SWFs, Family Offices and Multi-Managers

Our core philosophy at ASK Investment Managers revolves around two key aspects: first achieve capital protection (over time) and then follow it with capital appreciation. We seek to invest in Indian equities that run high quality businesses, operated by a high quality management, enjoying sustained long-term growth prospects at fair and reasonable prices.

• Greater certainty of earnings v/s. mere quantum of earnings growth
• Superior and consistent quality of earnings v/s. mere quantum of earnings growth
• High quality at a reasonable price v/s. inferior quality at an arithmetically 'cheap' price

• Pricing the value rather than valuing the price
• A disciplined investing into outstanding businesses
• Building a portfolio of compounding opportunities
• Buy 'growth' businesses at 'value' prices

Our approach is not to buy mediocre businesses at cheap prices, but high-quality businesses at fair prices. Further to this, our Key Investment Attributes work towards carving out investment strategies that target a defined objective and attain a specific characteristic.

• Size of Pond v/s. Size of Fish
• Dominance
• Resilience
• Liquidity

• High quality of business
  (superior RoCE)
• Strong moat, impregnability
• Sustainability
• Key pivot of strong wealth creation

• Quantum
• Consistency
• Durability
• Predating (Early v/s. Later)
• Compounding power

• Favourable price-value gap
• Margin of safety

In addition to the above, good management quality is a given constant.

"Investing", as Buffett says, "is simple but not easy". It is the implementation of the simple things consistently and with discipline during all market conditions, that requires character, which makes all the critical difference. Our core advantage lies in the disciplined and consistent execution of these 'simple' things and doing them well.

• Disciplined adherence to investment philosophy / process
• Strong in-house proprietary research
• Team bandwidth and experience
• Strong relationships and industry interfaces
• Comprehensive understanding of Indian businesses and industries
• Focus on long term performance track record

ASK India Opportunities Fund 1 ("AIOF1") is available for Accredited Investors "AI" only. The definition of AI investors as per the Monetary Authority of Singapore is provided below. Kindly acknowledge by clicking the 'Agree' button below.

1. An individual
   1. Net Personal Assets exceeding S$ 2 million (or equivalent in a foreign currency), subject that the value out of the primary residence does not account for more than S$ 1million in value of this sum (net of any outstanding amount in respect of any credit facility that is secured by this residence); or
   2. Financial Assets, net of any related liabilities, exceeding S$1 million (or its equivalent in value in any foreign currency) or
   3. whose personal income in the preceding 12 months is not less than S$ 300,000 (or its equivalent in value in any foreign currency)
2. Corporation, Partnership and Trust Structures –
   1. A corporation with net assets exceeding S$10 million in value ( or its equivalent in a foreign currency) or such other amount as MAS may prescribe, in place of the first amount in Singapore jurisdiction; or
   2. An entity (other than the corporation) with net assets exceeding S$10 million (or its equivalent in a foreign currency) in value; or
   3. A partnership (other than limited liability partnership within the meaning of the limited liability Partnership Act, Chapter 163A of Singapore) in which each partner is an accredited investor; or
   4. A corporation, the entire share capital of which is owned by one or more persons, each of whom is an accredited investor; or
   5. Any trust
   • All the beneficiaries of which are accredited investor; or
   • All the settlors of which are accredited investors and have reserved to themselves all powers to revoke the trust and reserve all investment and asset management functions under the trust; or
   • The subject matter of which exceeds S$10 million (or its equivalent in a foreign currency) in value

3. I further acknowledge that there has been no solicitation, invitation or inducement of any sort whatsoever from ASKCM or any of its members to offer, or extend an invitation for subscription, for any products or services of ASKCM, nor shall any of the contents of this website be understood or construed by me as an advertisement. I further acknowledge having read and understood the Disclaimer below.

   DISCLAIMER

   This website is intended for information purposes only and is not to be relied on as advice, as it does not have regard to the specific objectives, financial situation and particular needs of any specific person. Investors should seek advice from a financial adviser regarding the suitability of the investment product before making any investment. In the event that an investor chooses not to do so, he should consider carefully whether the investment is suitable for him.

   Investments in unit trusts generally are not deposits or other obligations of, or guaranteed or insured by ASK Capital Management Pte. Ltd. ("ASK CM")

   Past performance of the fund managed by ASK Capital Management is not necessarily indicative of its future performance. Any prediction, projection or forecast on the economy, stock market, bond market or the economic trends of the markets which are targeted by the fund is not necessarily indicative of the future or likely performance.

   The value of units and income accruing to units, if any, may fall or rise. Investments in units of the fund are subject to risks, including possible loss of principal amount invested. Investors should read the Trust Deed, Informational Memorandum & Fund Appendix,

India's economic growth is fueled by socio-economic drivers like improving demographics, increasing affluence and urbanization. Interplay of the these factors is leading to changing lifestyle, consumption patterns and savings/investment decisions which are likely to benefit businesses in domestic consumption driven sectors. Access to capital and managerial resources will further accelerate growth for lower mid-market companies in these sectors allowing them to realize their growth potential.

• Healthcare
• Education
• Consumer products
• Consumer services
• Financial services
• B2B services

• Entrepreneurs actively seeking strategic financial partners to fully leverage the potential of their business
• Business model is scalable and with proven unit level profitability
• Businesses led by management teams with proven execution capability
• Significant minority stakes and control investments

• Fund will seek to invest in companies where it partners with the entrepreneur/management in making meaningful and sustainable difference to the business
• Operating value add framework has been built based on understanding of the nuances of Indian mid-market businesses
• Operating Team has cumulative leadership and hands-on experience of over 180 years