- Manager
- ASK Wealth Advisors
- Service
- Discretionary
- Asset class
- Multi-asset
Customized Discretionary Solutions Multi Asset
₹918 Cr
Assets under management
Reported to SEBI · 30 Sep 2026
ASK Wealth Advisors’ Customized Discretionary Solutions Multi Asset managed ₹918 crore across its clients at 30 Sep 2026.
Key numbers
- AUM
- ₹918 Cr
- Benchmark
- NSE Multi Asset Index I
- Turnover, past year
- 0.00×
- 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 | −2.43% | −2.65% | +0.22% |
| 3 months | −0.45% | −0.75% | +0.30% |
| 6 months | +4.51% | +6.55% | −2.04% |
| Since inception | −2.23% | +1.53% | −3.76% |
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 funds49.28%₹452 Cr
- Listed equity37.00%₹340 Cr
- Debt12.80%₹118 Cr
- Cash and other0.92%₹8.41 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹4.32 Cr
- Outflow, Sep 2026
- ₹9.93 Cr
- Net, Sep 2026
- −₹5.60 Cr
- Net, FY to date
- ₹134 Cr
- Turnover, month
- 0.01×
- Turnover, past year
- 0.00×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Customized Discretionary Solutions Multi Asset returned?
As reported for 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −2.43%; 3 months: −0.45%; 6 months: 4.51%; Since inception: −2.23%.
How much does Customized Discretionary Solutions Multi Asset manage?
₹918 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 Customized Discretionary Solutions Multi Asset?
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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