ASK FINANCIAL OPPORTUNITIES PORTFOLIO

ASK Financial Opportunities Portfolio is a thematic strategy investing in fundamentally strong and attractively valued companies from the financial services sector with the objective of delivering sustainable long term returns. The strategy focuses on a diversified basket of financial services companies including banks, NBFCs, AMCs, capital market infrastructure players, brokerages, fintechs, life insurance, general insurance, housing finance and asset finance companies that benefit from India�s financial growth story and financialisation of savings. Stock selection follows a disciplined framework combining top down and bottom up analysis through a proprietary investment management framework that evaluates fundamentals, balance sheet health, business quality, profitability, governance, opportunity size, growth prospects, industry structure, moat advantage and valuation with margin of safety. The portfolio aims to capture opportunities arising from steady economic growth, pick up in credit growth, rising insurance awareness and expansion of capital market participation. Portfolio construction maintains a high conviction approach with concentration of up to about 20 stocks designed as a satellite allocation to enhance overall portfolio performance. Particular sectors financial services including banking, NBFCs, insurance, asset management, exchanges, fintech and capital market infrastructure. Market cap agnostic.