ASK Investment Managers Limited
₹788▼20.80%(207.00)
About the company
ASK Investment Advisors, operating under the brand Ascend, is a leading wealth and asset management firm that follows an advice-first approach to helping individuals, families, and institutions achieve their long-term financial goals. Rather than focusing on transaction-based services, the company is built around a sustainable, annuity-driven business model that prioritizes personalized investment advice, consistent client engagement, and long-term value creation.
The firm's philosophy is centered on building lasting relationships through trust, transparency, and disciplined investment strategies. By understanding each client's financial objectives and risk profile, Ascend delivers tailored wealth management solutions designed to support both wealth preservation and long-term capital growth.
Fundamentals
Valuation
| Metric | Value |
|---|---|
| 52 week high | ₹1,275 |
| 52 week low | ₹875 |
| P/B ratio | 4.2 |
| Debt to equity | 0 |
| ROE (%) | 24.43% |
| Book value | ₹208.37 |
| Face value | ₹2 |
52 week high
52 week low
P/B ratio
ROE (%)
| Metric | Value |
|---|---|
| 52 week high | ₹1,275 |
| 52 week low | ₹875 |
| P/B ratio | 4.2 |
| ROE (%) | 24.43% |
Registry
| Metric | Value |
|---|---|
| ISIN number | INE925L01025 |
Figures in cr ·
Financials
| P&L Statement | 2025Latest | 2024 | 2023 | 2022 |
|---|---|---|---|---|
| Revenue | 1038 | 1063 | 936 | 909 |
| EBITDA | 376 | 471 | 421 | 391 |
| OPM | 36.22 | 44.31 | 44.98 | 43.01 |
| PBT | 429 | 516 | 439 | 406 |
| PAT | 443 | 403 | 335 | 310 |
| EPS | 50.86 | 47.78 | 40.02 | 37.78 |
Shareholding Pattern
BCP Topco XII Pte Ltd
Sameer Koticha
Fortress Trust
Others
| Holder | Percentage |
|---|---|
| BCP Topco XII Pte Ltd | 63.91% |
| Sameer Koticha | 9.59% |
| Fortress Trust | 7.46% |
| Others | 19.04% |
Leadership
| Name | Role | Experience | |
|---|---|---|---|
| Sunil Rohokale | MD & CEO | 30+ Yrs experience | — |
| Sumit Jain | Chief Investment Officer | 20+yrs experience | — |
| Bharat shah | Whole Time Director | 30+ Yrs experience | — |
Frequently asked questions
Common questions on ASK Investment Managers Limited—tap a row to read the answer.
Q.1What are ASK Investment Managers Limited unlisted shares?
ASK Investment Managers Limited unlisted shares are equity shares of the company that are not listed on any recognized stock exchange. These shares are traded privately through off-market transactions, allowing eligible investors to participate in the company's growth before any potential public listing.
Q.2How can I buy ASK Investment Managers Limited unlisted shares?
To buy ASK Investment Managers Limited unlisted shares, you need an active demat account and completed KYC documentation. Once you agree on the price and quantity with the seller, the shares are transferred to your demat account through an off-market transaction. Before investing, verify the company's details, share valuation, and all transaction documents.
Q.3Can I sell ASK Investment Managers Limited unlisted shares before the company goes public?
Yes. Unlisted shares can generally be sold through private off-market transactions if a buyer is available. Since these shares are not traded on stock exchanges, the time required to complete a sale depends on market demand and liquidity.
Q.4Is there a lock-in period for ASK Investment Managers Limited unlisted shares?
Simply holding unlisted shares does not automatically impose a lock-in period. However, if the company launches an IPO in the future, shares acquired before the listing may become subject to SEBI's applicable lock-in regulations. Investors should review the latest regulatory guidelines at the time of listing.
Q.5What documents are required to invest in ASK Investment Managers Limited unlisted shares?
Investors typically need a PAN card, an active demat account, bank account details, identity and address proof, and a Client Master Report (CMR). Depending on the transaction process, additional documentation may also be required to complete the off-market transfer.
Q.6What is a Delivery Instruction Slip (DIS), and why is it important?
A Delivery Instruction Slip (DIS) is used to authorize the transfer of shares from one demat account to another during an off-market transaction. Some depository participants also offer digital transfer facilities. Investors should carefully verify all beneficiary details before approving the transfer to ensure a secure transaction.
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