Ask Wealth Advisors Private Limited • Equity
ASK Wealth Core Equity is an equity portfolio management service (PMS) strategy run by Ask Wealth Advisors Private Limited, launched on 13 May 2024. As of 30 Sep 2026, it manages ₹48.2 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are -0.01% over 1 year (+4.40% since inception). Over 1 year, the Nifty 50 TRI returned -7.09%, so the strategy is 7.08 percentage points ahead of its benchmark. The minimum investment is ₹50 Lakhs. The strategy is managed by Rajesh Saluja, Somnath Mukherjee.
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -4.39% |
| 3 Months | -1.56% |
| 1 Year | -0.01% |
| Since Inception | +4.40% |
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.
Book an intro callASK Wealth Core Equity has a 1-year return of -0.01% and +4.40% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 1 year, ASK Wealth Core Equity returned -0.01% against -7.09% for the Nifty 50 TRI, 7.08 percentage points ahead. Figures as of 30 Sep 2026.
ASK Wealth Core Equity is managed by Rajesh Saluja, Somnath Mukherjee at Ask Wealth Advisors. The strategy manages ₹48.2 Cr of client assets as of 30 Sep 2026.
ASK Wealth Core Equity manages ₹48.2 Cr of client assets as of 30 Sep 2026.
The minimum investment for ASK Wealth Core Equity is ₹50 Lakhs.
ASK Wealth Core Equity was launched on 13 May 2024. It has a 2-year track record.
Description
All Ask Wealth Advisors PMS strategies →Browse all PMS strategies in India →