ASKWA Harmony Conservative is a multi asset portfolio management service (PMS) strategy run by Ask Wealth Advisors Private Limited, launched on 21 May 2021. It manages ₹0.7 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +11.75% over 1 year and +11.63% over 3 years (+7.77% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹0.7 Cr
3-year return
+11.63%
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)
₹0.7 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
21/05/2021
Trailing Returns
Trailing returns
Period
Return
1 Month
+1.92%
3 Months
+4.28%
1 Year
+11.75%
3 Years
+11.63%
Since Inception
+7.77%
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 ASKWA Harmony Conservative
What are the returns of ASKWA Harmony Conservative?
ASKWA Harmony Conservative has a 1-year return of +11.75%, a 3-year return of +11.63% and +7.77% since inception. Past performance is not indicative of future results.
What is the AUM of ASKWA Harmony Conservative?
ASKWA Harmony Conservative manages ₹0.7 Cr of client assets.
What is the minimum investment for ASKWA Harmony Conservative?
The minimum investment for ASKWA Harmony Conservative is ₹50 Lakhs.
When was ASKWA Harmony Conservative launched?
ASKWA Harmony Conservative was launched on 21 May 2021. It has a 5-year track record.