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ASK Unlisted Shares

ASK Investment Managers Limited (AIML) is a leading player in the asset and wealth management sector, catering to High Net-Worth Individuals (HNI) and Ultra High Net-Worth Individuals (UHNI) in India. As part of the ASK Group, AIML provides a wide range of wealth management solutions tailored to the unique financial needs of its clientele.

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ASK Unlisted Shares

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  1. ASK INVESTMENT MANAGERS

  2. ASK Investment Managers Limited (AIML) Incorporation Year: 2004 Headquarters: Mumbai, Maharashtra Business Overview: ASK Investment Managers Limited (AIML) is a leading player in the asset and wealth management sector, catering to High Net-Worth Individuals (HNI) and Ultra High Net-Worth Individuals (UHNI) in India. As part of the ASK Group, AIML provides a wide range of wealth management solutions tailored to the unique financial needs of its clientele. It provides,

  3. ₹34,000 Cr Healthy (AUM) Growth 20,000 29 Extensive Industry Experience OVERVIEW Diverse Client Base The firm has successfully served over 20,000 clients, showcasing its ability to cater to a wide range of investment needs. With 29 years of experience, ASK Investment Managers is well-equipped with knowledge and expertise in the investment landscape. ASK Investment Managers has an impressive AUM of ₹34,000 Cr, demonstrating strong financial health and capacity for investment.

  4. 1983 ASK Group Established PMS Entity Incorporation 1994-95 ASK Wealth Advisors Pvt Ltd Incorporation 2006 HISTORICAL MILESTONE Establishment of ASK Property Investment Advisors Pvt Ltd 2009 ASK expands internationally by incorporating ASK Capital Management Pvt. Ltd. in Singapore. 2011 Key developments in the evolution of ASK Investment Managers Advent International acquires a significant minority stake in ASK. 2016 Blackstone acquires a majority stake in ASK, and ASK Group's AUM crosses INR 800 billion. 2023 2022 ASK Long Short Fund Managers Pvt Ltd. is incorporated to provide hedge fund solutions.

  5. Management Team Asit Kotecha Owner Bharat Shah Whole-time Director Sameer Kotecha Founder & Chairman

  6. Projected AUM Growth Industry CAGR ₹43.64 lakh crore by 2028 26% over the past five years INDUSTRY OVERVIEW Growth of Portfolio Management Services and Alternative Investment Funds in India The Portfolio Management Services (PMS) and Alternative Investment Funds (AIF) sectors in India are expected to reach an AUM of ₹43.64 lakh crore by 2028, driven by increased investor awareness and robust economic growth. The industry's CAGR of 26% over the past five years indicates its rapid growth, outpacing mutual funds and highlighting its potential for diversification and higher returns.

  7. Portfolio Management Services (PMS) Customized portfolios tailored to individual financial goals, focusing on capital preservation and growth. PRODUCT PORTFOLIO OVERVIEW Alternate Investment Funds (AIFs) Explore the diverese investment options offered by ASK Investment Managers Specialized investment opportunities beyond traditional avenues, designed for sophisticated investors seeking diversified and high-potential returns.

  8. PAT Revenue 1121 Cr 1200 936 Cr 1000 800 600 403 Cr 334 Cr 400 200 FINANCIAL PERFORMANCE 0 FY 2023 FY 2024 Particulars FY 2024 FY 2023 Revenue 1121 Cr 936 Cr PAT 403 Cr 334 Cr PAT Margin 36% 35% AUM 83000 70084

  9. Revenue Growth ROE % 1200 30 1000 25 1121 28.16% 28% 28% 936 24.69% 800 20 21.94% 764 19.11% 600 15 575 400 501 10 200 5 0 0 FY 2020 FY 2021 FY 2022 FY 2023 FY 2024 FY 2019 FY 2020 FY 2021 FY 2022 FY 2023 FY 2024 Recent News Ask Investment Managers is planning to apply for a mutual fund license with SEBI

  10. Majority Stake Acquired FUNDING DETAILS Blackstone has acquired a 71% stake in ASK Investment Managers, a leading asset and wealth management company in India. ₹7,500 crore Valuation of ASK The valuation of ASK Investment Managers stands at 7500 Crores, which was 33 times of PAT and 10 times of Revenue.

  11. PEER COMPARISION Particulars ASK IM Ltd Nuvama Wealth Anand Rathi YoY Income Growth 20% 42% 35% YoY PAT Growth 20% 105% 34% YoY AUM Growth 18% 16% 52% CMP (Oct 2024) 1500 7130 4280 MCAP 12923 Cr 25175 Cr 17903 Cr P/E Multiple 34x 41x 79x P/S 11.5 8 24

  12. GROUP COMPANIES OVERVIEW Group Companies Description Manages and advices real estate dedicated funds with the focus on strategic investments in India ASK Property Fund Offers specialised solutions in public equity, real estate, and hedge funds with rigorous research and disciplined risk management ASK Capital Provides comprehensive finnancial planning to manage and grow client wealth, ensuring long term financial security and legacy planning ASK Private Wealth Focuses on “Risk Adjusted Returns” strategies for sophisticated investors, aiming for superior returns in volatile markets ASK Hedge Solutions Provides flexible debt financing solutions, specializing in credit and warehousing transactions. Providing Loan against Securities, Construction Finance, Private Credit ASK Finance (NBFC Arm)

  13. THANK YOU www.altiusinvestech.com +91-9038517269 info@altiusinvestech.com

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