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ASK Wealth Core Balanced

Ask Wealth Advisors Private Limited

21.15 CR AUM

ASK Wealth Core Balanced

ASK Wealth Core Balanced

Ask Wealth Advisors Private Limited

21.15 CR AUM

NSE Multi Asset Index 1
Benchmark
3yr 3mo
Age
MULTI_ASSET
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
NSE Multi Asset Index 1
Benchmark
3yr 3mo
Age
MULTI_ASSET
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

somnath mukherjee

Fund Manager
MULTI_ASSETStrategies

Somnath Mukherjee is the Chief Information Officer & Senior Managing Partner, Product & Research at ASK Investment Managers, bringing extensive experience in the wealth management and investment advisory space.

Somnath Mukherjee is the Chief Information Officer & Senior Managing Partner, Product & Research at ASK Investment Managers, bringing extensive experience in the wealth management and investment advisory space.

Purpose

To create a diversified portfolio across different asset classes to generate superior risk adjusted return.

Investment Approach v/s Benchmark Metrics

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1M IA return
5.57%
1M benchmark return
5.65%
Alpha
-0.08%
1M Wealth multiple
1.06x

Investment Approach v/s Benchmark Performance

2026
2026
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Wealth Creation Calculator

1M IA return
5.57%
1M benchmark return
5.65%
Alpha
-0.08%
1M Wealth multiple
1.06x

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