ASK PMS Portfolio Management Services

Explore SEBI-registered PMS strategies, compare themes and focus areas, and connect with Wealth North for product information and onboarding steps.

View Strategies
SEBI Reg.
INP000008066
AUM
₹13589 Cr+
As on 30 Jan 2026
Clients
8651
As on 30 Jan 2026
Source: SEBI Disclourse

Strategies by ASK PMS

Explore strategies available via Wealth North. Click View Details to learn more.

ASK CORE Portfolio-PMS

ASK Investment Managers

Equity Large Cap

Min Investment: ₹50 Lakhs

3Y CAGR
N.A.
5Y CAGR
N.A.
View Details

ASK Indian Entrepreneur Portfolio (IEP)-PMS

ASK Investment Managers

Open Ended Multicap Equity

Min Investment: ₹50 Lakhs

3Y CAGR
12.18%
5Y CAGR
16.41%
View Details

ASK Lighthouse Portfolio-PMS

ASK Investment Managers

Equity-Open Ended

Min Investment: ₹50 Lakhs

3Y CAGR
N.A.
5Y CAGR
N.A.
View Details

Need help selecting the right PMS strategy?

Connect with Wealth North to review strategy details, minimums, documentation requirements, and onboarding steps.

Contact Wealth North Team

About ASK PMS

ASK Investment Managers is the flagship asset management business of the ASK Group, focused on discretionary listed equity portfolio management. With a disciplined investment philosophy centered on capital preservation and long-term growth, ASK has been a pioneer in India’s PMS industry.

The firm invests exclusively in listed Indian equities through segregated accounts and pooled structures, offering strategies designed for high-net-worth individuals, family offices, and institutional investors seeking focused equity exposure.

Key Details

SEBI Reg.
INP000008066
Legal Name
ASK Investment Managers
Registration Date
04 May 2023
Website
Email
ce@askpms.in
Phone
91-022-66520000
Registered Address
Birla Aurora, 16 level, Office Floor 9, ,Dr Annie Besant Road, Worli, MUMBAI, MAHARASHTRA,INDIA,400030

Key Personnel

Meet the investment professionals behind the strategy.

Sandeep Bansal
Sandeep Bansal
Portfolio Manager
Mr. George Heber Joseph
Mr. George Heber Joseph
CIO And CEO – Equity

Portfolio Management Services (PMS) – FAQs

PMS is a tailored investment solution where a professional portfolio manager constructs and manages your investments across equity, debt, or structured products based on your financial profile and goals.

As per SEBI, the minimum investment in PMS is ₹50 lakhs, either through funds or existing securities.