ASK Indian Entrepreneur Portfolio

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

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

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ASK Indian Entrepreneur Portfolio

Fund Snapshot

About Fund Manager

Mr. Sumit Jain
Portfolio Manager, ASK Investment Managers Pvt. Ltd.

Mr. Sumit Jain works for ASK Investment Managers Pvt. Ltd. as a Portfolio Manager. He has been with the firm for over ten years and is in charge of the Indian Entrepreneur Portfolio. In addition, he does business research inside the firm’s universe, seeking new investment prospects and monitoring their performance on a regular basis. He graduated from Mumbai University with a master’s degree in management science.

Bharat Shah
Executive Director, ASK Group

Mr. Bharat Shah is the company’s Executive Director. He graduated from the University of Bombay with a bachelor’s degree in commerce and a postgraduat diploma in management from the Indian Institute of Management in Calcutta. He is a member of the Indian Institute of Chartered Accountans as well as the Indian Institute of Cost and Works Accountants. He has been a member of the Board of Directors since 2008. He formerly worked at Birla Capital International AMC Limited and Asian Paints (India) Limited, and has over 24 years of investment management expertise

Nimesh Mehta
Director & Country Head – Business Development & Products

Nimesh Mehta is in charge of domestic business development for Equity PMS and Real Estate Funds, as well as overseas sales through the distribution network. He has over 20 years ofexperience in areas such as NBFCs, Equities, Asset Management, and Financial Services as a Commerce graduate, MBA, and Certified Financial Planner (CFP). He has worked for Motilal Oswal AMC, GE Money, and Godrej Appliances, and is the author of ‘Sales Booster’.

Overview

The portfolio makes investments in Outstanding Indian businesspeople who have enough stake in the enterprise and who have shown excellent standards in terms of governance, vision, execution, wisdom, capital allocation, and capital distribution. They manage companies with some of the best long-term earnings growth.

Focus is on top-drawer earnings growth without capital dilution
High quality of business
Meaningfully large margin of safety
Size of opportunity remains at a high enough level and growing

Investment Approach Objective

Strategic Investment at Break-Out Stage: The fund targets businesses at their break-out stage, positioning itself to capitalize on companies poised for rapid growth and expansion. Investment in Proven Business Models: Investments are made only in businesses with proven models, ensuring a solid foundation and lower risk for investors. Growth Support Throughout the Investment Period: The fund provides comprehensive external support, including strategic guidance, recruitment assistance, business development, corporate governance, and financial advisory, to foster growth during the investment period. Pre-IPO Value Chain Liquid Investment Matrix: The liquid investment matrix is designed to capture the entire value chain of businesses, ensuring liquidity and maximizing value as these companies prepare for their IPOs.

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