ASK Wealth Core Balanced is a multi asset portfolio management service (PMS) strategy run by Ask Wealth Advisors Private Limited, launched on 30 Jan 2023. It manages ₹21.15 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +13.89% over 1 year and +15.78% over 3 years (+15.34% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹21.15 Cr
3-year return
+15.78%
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)
₹21.15 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
30/01/2023
Trailing Returns
Trailing returns
Period
Return
1 Month
+5.57%
3 Months
+3.51%
1 Year
+13.89%
3 Years
+15.78%
Since Inception
+15.34%
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 Balanced
What are the returns of ASK Wealth Core Balanced?
ASK Wealth Core Balanced has a 1-year return of +13.89%, a 3-year return of +15.78% and +15.34% since inception. Past performance is not indicative of future results.
What is the AUM of ASK Wealth Core Balanced?
ASK Wealth Core Balanced manages ₹21.15 Cr of client assets.
What is the minimum investment for ASK Wealth Core Balanced?
The minimum investment for ASK Wealth Core Balanced is ₹50 Lakhs.
When was ASK Wealth Core Balanced launched?
ASK Wealth Core Balanced was launched on 30 Jan 2023. It has a 3-year track record.