ASK Wealth Core Aggressive is a multi asset portfolio management service (PMS) strategy run by Ask Wealth Advisors Private Limited, launched on 6 May 2022. It manages ₹26.51 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +8.24% over 1 year and +13.97% over 3 years (+13.20% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹26.51 Cr
3-year return
+13.97%
Minimum investment
₹50 Lakhs
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
Fund Manager
Not Disclosed
Assets (AUM)
₹26.51 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
06/05/2022
Trailing Returns
Trailing returns
Period
Return
1 Month
+7.78%
3 Months
-0.81%
1 Year
+8.24%
3 Years
+13.97%
Since Inception
+13.20%
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Frequently asked questions about ASK Wealth Core Aggressive
What are the returns of ASK Wealth Core Aggressive?
ASK Wealth Core Aggressive has a 1-year return of +8.24%, a 3-year return of +13.97% and +13.20% since inception. Past performance is not indicative of future results.
What is the AUM of ASK Wealth Core Aggressive?
ASK Wealth Core Aggressive manages ₹26.51 Cr of client assets.
What is the minimum investment for ASK Wealth Core Aggressive?
The minimum investment for ASK Wealth Core Aggressive is ₹50 Lakhs.
When was ASK Wealth Core Aggressive launched?
ASK Wealth Core Aggressive was launched on 6 May 2022. It has a 4-year track record.