Ask Wealth Advisors PMS strategies
Ask Wealth Advisors runs 11 portfolio management strategies listed with APMI, managing ₹1,189 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| Customized Discretionary Solutions Multi Asset | Multi Asset | — | ₹795 Cr | — | — | — | ₹50 Lakhs | — |
| ASK Wealth - AI & Strategic Infrastructure Portfolio | — | Vinay Jaising | ₹85.92 Cr | — | — | — | ₹50 Lakhs | Sep 2026 |
| ASK Wealth Harmony Aggressive | Multi Asset | — | ₹84.86 Cr | +16.24% | — | — | ₹50 Lakhs | — |
| Harmony Treasury Advantage PMS | Debt | — | ₹50.63 Cr | — | — | — | ₹1 Crore | — |
| ASK Wealth Core Equity | Equity | Rajesh Saluja | ₹48.2 Cr | — | — | — | ₹50 Lakhs | Sep 2026 |
| ASK Wealth Core Aggressive | Multi Asset | — | ₹26.51 Cr | +13.97% | — | — | ₹50 Lakhs | — |
| ASK Wealth Harmony Balanced | Multi Asset | — | ₹25.83 Cr | +13.77% | — | — | ₹50 Lakhs | — |
| Harmony Income Opportunities Discretionary Debt PMS | Debt | — | ₹25.78 Cr | +9.65% | — | — | ₹1 Crore | — |
| ASK Wealth CICERO Smart Beta | Equity | Somnath Mukherjee | ₹24.08 Cr | — | — | — | ₹50 Lakhs | Sep 2026 |
| ASK Wealth Core Balanced | Multi Asset | — | ₹21.15 Cr | +15.78% | — | — | ₹50 Lakhs | — |
| ASKWA Harmony Conservative | Multi Asset | — | ₹0.7 Cr | +11.63% | — | — | ₹50 Lakhs | — |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
Talk to a SEBI-registered adviser about PMS