- Manager
- ASK Wealth Advisors
- Service
- Discretionary
- Asset class
- Multi-asset
ASK Wealth Harmony Conservative
+7.68%
1-year return
Benchmark NSE Multi Asset Index I +3.12% · to 30 Sep 2026
ASK Wealth Advisors’ ASK Wealth Harmony Conservative returned 7.68% over the year to 30 Sep 2026, against 3.12% for its benchmark, the NSE Multi Asset Index I. It managed ₹0.70 crore across its clients.
Key numbers
- AUM
- ₹0.70 Cr
- Benchmark
- NSE Multi Asset Index I
- Turnover, past year
- 0.82×
- 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 | −2.02% | −2.65% | +0.63% |
| 3 months | +0.90% | −0.75% | +1.65% |
| 6 months | +3.72% | +6.55% | −2.83% |
| 1 year | +7.68% | +3.12% | +4.56% |
| 2 years | +8.99% | +2.85% | +6.14% |
| 3 years | +10.93% | +9.81% | +1.12% |
| 4 years | +9.95% | +10.12% | −0.17% |
| 5 years | +8.08% | +8.75% | −0.67% |
| Since inception | +7.49% | +10.16% | −2.67% |
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 funds82.86%₹0.58 Cr
- Listed equity17.14%₹0.12 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- −₹0.01 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.82×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has ASK Wealth Harmony Conservative returned?
7.68% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −2.02%; 3 months: 0.90%; 6 months: 3.72%; 1 year: 7.68%; 2 years: 8.99%; 3 years: 10.93%; 4 years: 9.95%; 5 years: 8.08%; Since inception: 7.49%.
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 4.56 percentage points ahead.
How much does ASK Wealth Harmony Conservative manage?
₹0.70 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 Conservative?
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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