Ask Wealth Advisors Private Limited

Equity, Multi Asset, Debt · 12 investment approaches

Total AUM

₹1.3K Cr

Years Active

5.4

AUM Change (3M)

+5.4%

AUM Change (1Y)

+325.9%

Min Investment

₹50L

Schemes

12

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
Harmony Income Opportunities Discretionary Debt PMS	Debt	₹23 Cr	+0.57%	+9.62%	+9.69%	+8.85%	2.05
ASKWA Harmony Conservative	Multi Asset	₹1 Cr	-2.02%	+7.68%	+10.93%	+7.49%	0.81
ASK Wealth Harmony Balanced	Multi Asset	₹15 Cr	-2.88%	+7.26%	+12.55%	+8.49%	0.75
ASK Wealth Core Balanced	Multi Asset	₹30 Cr	-3.08%	+6.55%	+13.38%	+13.70%	0.83
ASK Wealth Harmony Aggressive	Multi Asset	₹68 Cr	-3.54%	+2.65%	+12.24%	+9.17%	0.59
ASK Wealth Core Aggressive	Multi Asset	₹26 Cr	-3.92%	+1.86%	+9.89%	+11.89%	0.38
Harmony Treasury Advantage PMS	Debt	₹52 Cr	-0.29%	+1.52%	-	+1.80%	-0.77
ASK Wealth Core Equity	Equity	₹48 Cr	-4.39%	-0.01%	-	+4.40%	-0.23
ASK Wealth CICERO Smart Beta	Equity	₹24 Cr	-5.94%	-2.03%	-	-3.04%	-0.60
ASK Wealth - AI & Strategic Infrastructure Portfolio	Equity	₹86 Cr	-0.11%	-	-	+13.72%	-
ASK Wealth Liquid & Overnight Fund	Debt	₹2 Cr	+0.35%	-	-	+1.21%	-
Customized Discretionary Solutions Multi Asset	Multi Asset	₹918 Cr	-2.43%	-	-	-2.23%	-

Harmony Income Opportunities Discretionary Debt PMS

ASKWA Harmony Conservative

ASK Wealth Harmony Balanced

ASK Wealth Core Balanced

ASK Wealth Harmony Aggressive

ASK Wealth Core Aggressive

Harmony Treasury Advantage PMS

ASK Wealth Core Equity

ASK Wealth CICERO Smart Beta

ASK Wealth - AI & Strategic Infrastructure Portfolio

ASK Wealth Liquid & Overnight Fund

Customized Discretionary Solutions Multi Asset