ASK Wealth Harmony Aggressive is a multi asset portfolio management service (PMS) strategy run by Ask Wealth Advisors Private Limited, launched on 19 Jul 2021. It manages ₹84.86 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +10.97% over 1 year and +16.24% over 3 years (+10.06% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹84.86 Cr
3-year return
+16.24%
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)
₹84.86 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
19/07/2021
Trailing Returns
Trailing returns
Period
Return
1 Month
+6.95%
3 Months
+0.07%
1 Year
+10.97%
3 Years
+16.24%
Since Inception
+10.06%
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 Harmony Aggressive
What are the returns of ASK Wealth Harmony Aggressive?
ASK Wealth Harmony Aggressive has a 1-year return of +10.97%, a 3-year return of +16.24% and +10.06% since inception. Past performance is not indicative of future results.
What is the AUM of ASK Wealth Harmony Aggressive?
ASK Wealth Harmony Aggressive manages ₹84.86 Cr of client assets.
What is the minimum investment for ASK Wealth Harmony Aggressive?
The minimum investment for ASK Wealth Harmony Aggressive is ₹50 Lakhs.
When was ASK Wealth Harmony Aggressive launched?
ASK Wealth Harmony Aggressive was launched on 19 Jul 2021. It has a 4-year track record.