ASK Wealth Advisors Pvt. Ltd. - Family Office

Overview

ASK Wealth Advisors provides private wealth management, investment advisory, family office services, estate planning, tax planning, trust and estate planning, and tailored portfolio construction. Its clients include resident Indians and non-resident Indians.²

The firm says its family office service helps families manage and grow their assets while planning for intergenerational legacy. ASK describes an open-architecture model focused on long-term goals, capital preservation, rigorous product evaluation, and quality-focused investment advice.³

ASK says its client model emphasizes dedicated attention, customized solutions, continuity of relationships, and access to equity research, portfolio managers, product specialists, and private wealth experts.⁴

History

ASK Group traces its beginnings to 1983, when Asit Koticha and Sameer Koticha established a research-based investment advisory business. ASK Wealth Advisors Pvt. Ltd. was established in 2006 as an independent wealth advisory and family office firm.⁵

The firm reports more than 40 years of group experience, a 25-year equities performance track record, and a 17-year real estate private equity track record.⁶

Timeline

1. 1983ASK Group traces its beginnings to 1983, when Asit Koticha and Sameer Koticha established a research-based investment advisory business.
2. 2006was established in 2006 as an independent wealth advisory and family office firm.

Leadership

Rajesh Saluja is Co-Founder, CEO and Managing Director of ASK Private Wealth.⁷

Sameer Koticha is Founder and Chairman of ASK Asset and Wealth Management Group.⁸

Nishant Agarwal is Senior Managing Partner and Head of Investment Advisory and Family Office. Aditya Mishra is COO and Head of Private Wealth Management. Somnath Mukherjee is Chief Investment Officer, and Vinay Jaising is Chief Investment Officer and Head of Equity Advisory.⁹

Services

ASK’s services span private wealth management, investment advisory, family office services, estate planning, tax planning, trust and estate planning, and customized portfolio construction.²

The firm states that it is registered with SEBI as an Investment Adviser and offers investment advisory services. It also acts as investment manager and sponsor for ASKWA Multi Opportunities Fund and ASK Private Credit Fund.¹⁰

What the firm offers

• Investment management
• Tax planning
• Estate planning

Client Focus

ASK works with ultra-high-net-worth individuals and families, including resident Indians and NRIs. Its service model is designed around personalized advice, ongoing relationship continuity, and access to specialists across investments, products, research, and private wealth management.²

Approach

ASK reports an open-architecture approach that evaluates products rigorously and aligns recommendations with long-term objectives, capital preservation, and quality-focused investment advice.³

FAQs

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Sources

1. ASK Wealth Advisors disclosure document
2. ASK Wealth Advisors
3. ASK Wealth Advisors About Us
4. ASK Group Our Team
5. SEBI intermediary register

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.