- Manager
- ASK Wealth Advisors
- Service
- Discretionary
- Asset class
- Multi-asset
ASK Wealth Harmony Aggressive
+2.65%
1-year return
Benchmark NSE Multi Asset Index I +3.12% · to 30 Sep 2026
ASK Wealth Advisors’ ASK Wealth Harmony Aggressive returned 2.65% over the year to 30 Sep 2026, against 3.12% for its benchmark, the NSE Multi Asset Index I. It managed ₹68.35 crore across its clients.
Key numbers
- AUM
- ₹68.35 Cr
- Benchmark
- NSE Multi Asset Index I
- Turnover, past year
- 0.81×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NSE Multi Asset Index I | Difference |
|---|---|---|---|
| 1 month | −3.54% | −2.65% | −0.89% |
| 3 months | −1.00% | −0.75% | −0.25% |
| 6 months | +6.75% | +6.55% | +0.20% |
| 1 year | +2.65% | +3.12% | −0.47% |
| 2 years | +2.82% | +2.85% | −0.03% |
| 3 years | +12.24% | +9.81% | +2.43% |
| 4 years | +12.83% | +10.12% | +2.71% |
| 5 years | +9.06% | +8.75% | +0.31% |
| Since inception | +9.17% | +9.48% | −0.31% |
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.
Portfolio mix
- Mutual funds84.92%₹58.04 Cr
- Listed equity14.89%₹10.18 Cr
- Cash and other0.20%₹0.14 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.88 Cr
- Outflow, Sep 2026
- ₹5.70 Cr
- Net, Sep 2026
- −₹4.82 Cr
- Net, FY to date
- −₹14.67 Cr
- Turnover, month
- 0.01×
- Turnover, past year
- 0.81×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has ASK Wealth Harmony Aggressive returned?
2.65% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.54%; 3 months: −1.00%; 6 months: 6.75%; 1 year: 2.65%; 2 years: 2.82%; 3 years: 12.24%; 4 years: 12.83%; 5 years: 9.06%; Since inception: 9.17%.
How has it done against its benchmark?
Its benchmark, the NSE Multi Asset Index I, returned 3.12% over the year, so the strategy was 0.47 percentage points behind.
How much does ASK Wealth Harmony Aggressive manage?
₹68.35 crore at 30 Sep 2026, as reported to SEBI.
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.
Who manages ASK Wealth Harmony Aggressive?
ASK Wealth Advisors, a SEBI-registered portfolio manager (INP000007827), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
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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