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ASK Wealth Core Equity

Ask Wealth Advisors Private Limited

47.40 CR AUM

ASK Wealth Core Equity

ASK Wealth Core Equity

Ask Wealth Advisors Private Limited

47.40 CR AUM

Nifty 50 TRI
Benchmark
1yr 11mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Nifty 50 TRI
Benchmark
1yr 11mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

somnath mukherjee

Fund Manager
EQUITYStrategies

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.
Fund manager

rajesh saluja

Fund Manager
EQUITYStrategies

Rajesh is the Co-founder, CEO & MD of ASK Private Wealth. He is also on the board of ASK Investment Managers, the holding company of the Blackstone-backed ASK Asset & Wealth Management Group. He joined ASK in 2006 and co-founded the Wealth Management & Multi-Family Office business. He has over 30 years of experience in wealth and capital management business. Previously, he was the Business Head - Priority Banking and Deposits for Standard Chartered Bank's wealth management business in India. He is an Honorary Chartered Wealth Manager (CWM) from the American Academy of Financial Management. He holds a master's degree in marketing management and a bachelor's degree in Maths & Economics from the University of Mumbai.

Rajesh is the Co-founder, CEO & MD of ASK Private Wealth. He is also on the board of ASK Investment Managers, the holding company of the Blackstone-backed ASK Asset & Wealth Management Group. He joined ASK in 2006 and co-founded the Wealth Management & Multi-Family Office business. He has over 30 years of experience in wealth and capital management business. Previously, he was the Business Head - Priority Banking and Deposits for Standard Chartered Bank's wealth management business in India. He is an Honorary Chartered Wealth Manager (CWM) from the American Academy of Financial Management. He holds a master's degree in marketing management and a bachelor's degree in Maths & Economics from the University of Mumbai.
1OF2

Purpose

To create a diversified portfolio across equity mutual fund schemes to generate superior risk adjusted return.

Investment Approach v/s Benchmark Metrics

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1M IA return
-10.04%
1M benchmark return
-11.30%
Alpha
1.26%
1M Wealth multiple
0.90x

Investment Approach v/s Benchmark Performance

2026
2026
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Wealth Creation Calculator

1M IA return
-10.04%
1M benchmark return
-11.30%
Alpha
1.26%
1M Wealth multiple
0.90x

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