ASK Wealth Harmony Balanced is a multi asset portfolio management service (PMS) strategy run by Ask Wealth Advisors Private Limited, launched on 28 Jul 2021. It manages ₹25.83 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +14.94% over 1 year and +13.77% over 3 years (+9.07% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹25.83 Cr
3-year return
+13.77%
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)
₹25.83 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
28/07/2021
Trailing Returns
Trailing returns
Period
Return
1 Month
+3.87%
3 Months
+4.32%
1 Year
+14.94%
3 Years
+13.77%
Since Inception
+9.07%
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 Balanced
What are the returns of ASK Wealth Harmony Balanced?
ASK Wealth Harmony Balanced has a 1-year return of +14.94%, a 3-year return of +13.77% and +9.07% since inception. Past performance is not indicative of future results.
What is the AUM of ASK Wealth Harmony Balanced?
ASK Wealth Harmony Balanced manages ₹25.83 Cr of client assets.
What is the minimum investment for ASK Wealth Harmony Balanced?
The minimum investment for ASK Wealth Harmony Balanced is ₹50 Lakhs.
When was ASK Wealth Harmony Balanced launched?
ASK Wealth Harmony Balanced was launched on 28 Jul 2021. It has a 4-year track record.