- SEBI reg.
- INP000007827
- Services
- Discretionary, Non-discretionary, Advisory
- Reported
- 30 Sep 2026
ASK Wealth Advisors
₹6,812 Cr
Assets under management
645 clients · 12 strategies · 30 Sep 2026
ASK Wealth Advisors managed ₹6,812 crore for 645 clients at 30 Sep 2026, across 12 strategies, most of it for domestic corporates. In September clients added ₹16.53 crore and withdrew ₹24.20 crore.
Key numbers
- SEBI registration
- INP000007827
- Discretionary AUM
- ₹1,294 Cr
- Non-discretionary AUM
- ₹5,253 Cr
- Advisory assets
- ₹266 Cr
- Min. investment
- ₹50 lakh (SEBI)
- Complaints pending
- 0
Strategies
| Strategy | Asset class | AUM | 1 year | Benchmark 1Y |
|---|---|---|---|---|
| Customized Discretionary Solutions Multi Asset | Multi-asset | ₹918 Cr | — | — |
| ASK Wealth AI and Strategic Infrastructure Portfolio | Equity | ₹85.92 Cr | — | — |
| ASK Wealth Harmony Aggressive | Multi-asset | ₹68.35 Cr | +2.65% | +3.12% |
| Harmony Treasury Advantage PMS | Debt | ₹51.76 Cr | +1.52% | +3.81% |
| ASK Wealth Core Equity | Equity | ₹48.20 Cr | −0.01% | −7.09% |
| ASK Wealth Core Balanced | Multi-asset | ₹29.62 Cr | +6.55% | +3.12% |
| ASK Wealth Core Aggressive | Multi-asset | ₹26.31 Cr | +1.86% | +3.12% |
| ASK Wealth CICERO Smart Beta | Equity | ₹24.08 Cr | −2.03% | −7.09% |
| Harmony Income Opportunities Discretionary Debt PM | Debt | ₹23.42 Cr | +9.62% | +3.81% |
| ASK Wealth Harmony Balanced | Multi-asset | ₹15.07 Cr | +7.26% | +3.12% |
| ASK Wealth Liquid and Overnight Fund | Debt | ₹2.16 Cr | — | — |
| ASK Wealth Harmony Conservative | Multi-asset | ₹0.70 Cr | +7.68% | +3.12% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Who it manages money for
| Client type | Service | Clients | AUM |
|---|---|---|---|
| Domestic corporates | Non-discretionary | 107 | ₹2,875 Cr |
| Domestic individuals and others | Non-discretionary | 342 | ₹2,287 Cr |
| Domestic individuals and others | Discretionary | 140 | ₹667 Cr |
| Domestic corporates | Discretionary | 25 | ₹572 Cr |
| Domestic corporates | Advisory | 7 | ₹224 Cr |
| Non-resident Indians | Non-discretionary | 11 | ₹90.25 Cr |
| Non-resident Indians | Discretionary | 10 | ₹55.24 Cr |
| Domestic individuals and others | Advisory | 3 | ₹41.42 Cr |
For the advisory service, AUM is the assets it advises on.
Flows
- Inflow, Sep 2026
- ₹16.53 Cr
- Outflow, Sep 2026
- ₹24.20 Cr
- Net, Sep 2026
- −₹7.67 Cr
- Inflow, FY to date
- ₹286 Cr
- Outflow, FY to date
- ₹86.62 Cr
- Net, FY to date
- ₹199 Cr
Discretionary service. The financial year runs from 1 April.
Complaints
- Pending at start of month
- 0
- Received
- 0
- Resolved
- 0
- Pending at end of month
- 0
FAQs
How much does ASK Wealth Advisors manage?
₹6,812 crore for 645 clients at 30 Sep 2026, as reported to SEBI.
How many clients does ASK Wealth Advisors have?
645 clients at 30 Sep 2026, mainly domestic corporates, domestic individuals and others, non-resident indians.
Which PMS strategies does ASK Wealth Advisors offer?
It reported 12 to SEBI for 30 Sep 2026: Customized Discretionary Solutions Multi Asset, ASK Wealth AI and Strategic Infrastructure Portfolio, ASK Wealth Harmony Aggressive, Harmony Treasury Advantage PMS, ASK Wealth Core Equity, ASK Wealth Core Balanced, ASK Wealth Core Aggressive, ASK Wealth CICERO Smart Beta, and 4 more.
Is ASK Wealth Advisors registered with SEBI?
Yes. It is registered with SEBI as a portfolio manager, registration number INP000007827.
Has ASK Wealth Advisors had investor complaints?
In September it received 0 and resolved 0; 0 were pending at the end of the month.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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