ASK PMS Returns

January 2019

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 PERFORMANCE SUMMARY (IN INR)
GROWTH STRATEGY
ASK Strategy
2019 (Jan CAGR Since Inception
v/s 2010 2011 2012 2013 2014 2015 2016 2017 2018
YTD) Inception Date
Benchmark
29-Jan-
Growth 15 -16 24 11 61 11 10 44 -5 -5 20
2001
Nifty 18 -25 28 7 31 -4 3 29 3 0 12

LIFE STRATEGY
ASK Strategy
2019 (Jan CAGR Since Inception
v/s 2010 2011 2012 2013 2014 2015 2016 2017 2018
YTD) Inception Date
Benchmark
1-Sep-
Life 26 -7 24 15 53 5 0 34 -6 -6 16
2008
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BSE 200 16 -27 31 4 35 -1 4 33 -1 -1 10

INDIAN ENTREPRENEUR STRATEGY

ASK Strategy
2019 (Jan CAGR Since Inception
v/s 2010 2011 2012 2013 2014 2015 2016 2017 2018
YTD) Inception Date
Benchmark
25-Jan-
IEP 29 -13 30 22 70 8 6 37 2 -4 18
2010
BSE 500 19 -27 31 3 37 -1 4 36 -3 -2 9

*Performance figures are net of all fees and expenses

 STRATEGIC

ASK
2019 (Jan CAGR Since Inception
Strategy v/s 2010 2011 2012 2013 2014 2015 2016 2017 2018
YTD) Inception Date
Benchmark

Strategic 16 -22 32 16 73 12 7 37 -11 -5 14 Dec-2009

BSE 200 16 -27 31 4 35 -1 4 33 -1 -1 9

INDIA SELECT STRATEGY

ASK
2019 (Jan CAGR Since Inception
Strategy v/s 2010 2011 2012 2013 2014 2015 2016 2017 2018
YTD) Inception Date
Benchmark

4-Jan-
India Select 25 -17 27 20 70 14 5 39 -8 -5 16
2010

BSE 100 15 -26 30 6 32 -3 4 32 1 -1 8

*Performance figures are net of all fees and expenses 3

Disclaimer

▪ These recommendations are given for your benefit only and are subject to review at the time of placement of your investments because circumstances
law and economic conditions can change. If more than 30 days have elapsed since the date of this plan, you should not act on any specific
recommendation without further consideration.
▪ Returns from each recommended investment will vary in line with market conditions and investment policies of the fund manager. Income and growth
assumptions are intended as a guide only and should be treated with caution. No warranty is given for the accuracy of the same. Most long equity/
growth investment are long term in nature and significant variations including capital loss, may occur over shorter periods. Neither the authorized
representative nor the company guarantees the performance or return of capital on any of these investments.
▪ These recommendations are based on the information you have supplied. If any material information has been withheld or any inaccurate, these
recommendations could prove to be inappropriate for you.
▪ Matters relating to taxation should be cleared with your own Tax Consultant.
▪ The information contained in this plan is strictly confidential and meant solely for the selected recipient and may not be altered in any way, transmitted
to, copied or distributed, in part or in whole, to any other person or to the media or reproduced in any form, without prior written consent.
▪ Direct Equity: The author of the plan does not hold any investment in any of the companies mentioned in this plan. ASK WA or group companies may be
holding some number of shares/position in the above-referred companies as on date of preparation of this plan.
▪ This plan is based on information obtained from public sources and sources believed to be reliable, but no independent verification has been made nor
is its accuracy or completeness guaranteed.
▪ The information contained herein is solely for informational purpose and may not be used or considered as an offer document or solicitation of offer to
buy or sell or subscribe for securities or other financial instruments.
▪ Nothing in this plan constitutes investment, legal, accounting and tax advice or a representation that any investment or strategy is suitable or
appropriate to your specific circumstances. The securities discussed and opinions expressed in this plan may not be suitable for all investors, who must
make their own investment decisions, based on their own investment objectives, financial positions and needs of specific recipient.
▪ This plan may not be taken in substitution for the exercise of independent judgment by any recipient. The recipient should independently evaluate the
investment risks. ASK WA and affiliates accept no liabilities for any loss or damage of any kind arising out of the use of this plan. Past performance is not
necessarily a guide to future performance. ASK WA may have issued other plans that are inconsistent with and reach different conclusion from the
information presented in this plan.

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Disclaimer Continued…

▪ Disclosure of market risk:

▪ Performances of investments are subject to market risks. Past performances of the same may not be the true indicator of their performance in
future.
▪ Disclosure of interest:
▪ The firm would receive applicable brokerage from all the above investments recommended.
▪ We will be entitled to commission directly from product providers. We will be also eligible to other incentives including allowances and incentives
based on volumes, discounted services and awards.
▪ Investment Strategy Performance
▪ The Investor recognizes that asset class investment performance is cyclical and, therefore, the Investor may experience periods of time in which
investment objectives are not met.
▪ For the overall portfolio, the Investor should allow a five-year time period or longer for achieving the stated investment return objectives. Shorter
time frames contradict the principles of long-term investing. Under no circumstances, however, can results be guaranteed.
▪ Duties and Responsibilities
▪ The Investor should always be cognizant that they have the ultimate responsibility for the investment of their own assets. The Advisor shall assist
the Investor to discharge this responsibility with due care, skill, prudence and diligence under the circumstances then prevailing, that a prudent
person, acting in a like capacity and familiar with such matters, would use in such conduct with like aims.
▪ The Advisor is responsible for assisting the Investor in making an appropriate asset allocation decision based on the particular needs, objectives,
and risk profile of the Investor, implementing such decisions, reporting portfolio performance to the Investor as necessary