Ask Wealth Advisors Private Limited

Equity, Multi Asset, Debt · 10 investment approaches

Total AUM

₹1.0K Cr

Years Active

4.9

AUM Change (3M)

+227.7%

AUM Change (1Y)

+228.8%

Min Investment

₹50L

Schemes

10

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
ASK Wealth Harmony Balanced	Multi Asset	₹25 Cr	-5.89%	+13.50%	+12.88%	+8.36%	0.86
ASKWA Harmony Conservative	Multi Asset	₹1 Cr	-3.13%	+12.11%	+11.49%	+7.49%	0.96
ASK Wealth Core Balanced	Multi Asset	₹14 Cr	-6.50%	+11.14%	+14.27%	+13.81%	0.87
Harmony Income Opportunities Discretionary Debt PMS	Debt	₹24 Cr	+0.17%	+10.27%	+9.47%	+8.57%	1.81
ASK Wealth Harmony Aggressive	Multi Asset	₹78 Cr	-8.76%	+6.63%	+14.71%	+8.68%	0.58
ASK Wealth Core Aggressive	Multi Asset	₹23 Cr	-8.92%	+3.41%	+12.34%	+11.34%	0.30
ASK Wealth Core Equity	Equity	₹47 Cr	-10.04%	-0.86%	-	+0.75%	-0.52
ASK Wealth CICERO Smart Beta	Equity	₹27 Cr	-12.51%	-2.40%	-	-8.48%	-0.96
Harmony Treasury Advantage PMS	Debt	₹50 Cr	-3.55%	-2.98%	-	-0.99%	-1.18
Customized Discretionary Solutions Multi Asset	Multi Asset	₹751 Cr	-7.67%	-	-	-6.44%	-

ASK Wealth Harmony Balanced

ASKWA Harmony Conservative

ASK Wealth Core Balanced

Harmony Income Opportunities Discretionary Debt PMS

ASK Wealth Harmony Aggressive

ASK Wealth Core Aggressive

ASK Wealth Core Equity

ASK Wealth CICERO Smart Beta

Harmony Treasury Advantage PMS

Customized Discretionary Solutions Multi Asset