- Manager
- ASK Wealth Advisors
- Service
- Discretionary
- Asset class
- Multi-asset
ASK Wealth Harmony Balanced
+7.26%
1-year return
Benchmark NSE Multi Asset Index I +3.12% · to 30 Sep 2026
ASK Wealth Advisors’ ASK Wealth Harmony Balanced returned 7.26% over the year to 30 Sep 2026, against 3.12% for its benchmark, the NSE Multi Asset Index I. It managed ₹15.07 crore across its clients.
Key numbers
- AUM
- ₹15.07 Cr
- Benchmark
- NSE Multi Asset Index I
- Turnover, past year
- 1.18×
- 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 | −2.88% | −2.65% | −0.23% |
| 3 months | +0.73% | −0.75% | +1.48% |
| 6 months | +4.78% | +6.55% | −1.77% |
| 1 year | +7.26% | +3.12% | +4.14% |
| 2 years | +9.23% | +2.85% | +6.38% |
| 3 years | +12.55% | +9.81% | +2.74% |
| 4 years | +11.28% | +10.12% | +1.16% |
| 5 years | +8.55% | +8.75% | −0.20% |
| Since inception | +8.49% | +9.58% | −1.09% |
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 funds78.50%₹11.83 Cr
- Listed equity21.17%₹3.19 Cr
- Cash and other0.40%₹0.06 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹1.90 Cr
- Net, Sep 2026
- −₹1.90 Cr
- Net, FY to date
- −₹11.02 Cr
- Turnover, month
- 0.12×
- Turnover, past year
- 1.18×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has ASK Wealth Harmony Balanced returned?
7.26% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −2.88%; 3 months: 0.73%; 6 months: 4.78%; 1 year: 7.26%; 2 years: 9.23%; 3 years: 12.55%; 4 years: 11.28%; 5 years: 8.55%; Since inception: 8.49%.
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 4.14 percentage points ahead.
How much does ASK Wealth Harmony Balanced manage?
₹15.07 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 Balanced?
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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