How Ethical Advisers & our partners help you

Advising on shares is our expertise. With over three decades of international investing experience, our Founder follows sound fund management principles, establishing us as trusted partners in long-term wealth creation through share portfolios.

Our strengths lie in early identification of investment themes, comprehensive analysis of company fundamentals, and meticulous portfolio planning. We specialize in restructuring existing portfolios and crafting new ones comprised of high-quality companies, aimed at sustainable long-term growth and income using rigorous fundamental analysis.

We take full responsibility for closely monitoring the financial performance of companies, along with tracking global and Indian macroeconomic and political trends, ensuring informed and proactive portfolio management.

ASK Private Wealth is part of the highly reputed ASK Group, whose advisory/managed assets exceed ₹84,500 crore as of June 2026. Global private equity group Blackstone (AUM $1.3 trillion+) took a 71% stake in ASK Group in 2022. ASK Wealth has won several international awards over many decades.

Using their platform, we offer research-based access to Mutual Funds, Real Estate/Private Equity Funds & Equity PMS products. Our NRI clients can invest efficiently via IEOF, one of the best-performing India Offshore Funds ($) in the world.

India-based or global investors can access US equities via the ASK Global Opportunities Fund managed by veteran fund managers based in Kansas and Florida.

Smallcase by Zerodha is our latest and most exciting partner for affordable/budget investing in shares using a hi-tech platform. Smallcases are portfolios of high-quality shares intelligently curated by us, using a theme, strategy or objective.

Some of our early conceptualised themes, e.g. PSUs, Metals, Agriculture, Resilient businesses and post-Covid rebound potential stocks, have been ranked among the top 20 out of more than 700 portfolios on an All India basis.

We offer 25+ high-performance, pocket-friendly thematic portfolios for all categories of investors, including small investors and beginners.

ICICI Prudential Life Insurance Co. Ltd is India's leading private life insurance company with AUM of ₹2.94 lakh crore as on March 31, 2024, having covered close to 10 crore lives.

We are pleased to offer their innovative and competitive Life Insurance Term Plans, ULIPs, Child Plans and highly tax-efficient Retirement Solutions including Early Income plans.

ICICI Pru's Claim Settlement Ratio has consistently risen over the last decade and stood at an impressive 99.17% in FY2024. Turnaround time to settle a genuine death claim was just 1.27 days.

ICICI Lombard GIC Ltd is one of the leading private-sector general insurance companies in India, with a Gross Written Premium (GWP) of ₹25,500 crore and over 3.62 crore policies issued for the year ended 31 March 2024.

We highly recommend their unique Overseas Travel policies, including annual Unlimited Travel plans.

For business owners, we strongly recommend their Debtors Insurance policies to safeguard against financial loss resulting from bad debts.

Bajaj Allianz General Insurance Co. Ltd., a JV between Bajaj Finserv Limited (74%) and Allianz SE (26%), is one of the top 5 general insurance companies in India, with a gross written premium of ₹15,487 crore and a net profit of ₹1,348 crore in FY 22-23.

BAGIC has an outstanding solvency ratio of 581%, versus the IRDA norm of 150%. Given its management pedigree, solid business track record and dynamic product range, we associate with them for Fire, Travel, Motor, Liability and more.

Their comprehensive product MY Home Insurance is ideal for securing your home including valuables, art and electronics against fire, damage and related risks.

Star Health & Allied Insurance Co. Ltd. is India's largest standalone health insurance company with a market share of 49.35% among standalone health insurers and #1 with a premium base of ₹12,951 crore in FY 22-23.

Clients can take advantage of 100% cashless mediclaim at any of their 14,000+ Network/Agreed Network Hospitals.

We offer a wide range of STAR's unique health insurance products at competitive premiums, including specialised products for Senior Citizens and for those suffering from Heart, Cancer and Diabetes.

HDFC ERGO is the second-largest private general insurer with a market share of about 10.5%, and the fourth-largest general insurer overall with a market share of about 6.5%.

In FY23, its Gross Written Premium and PAT were ₹16,873 crore and ₹652.7 crore respectively. It processes roughly one claim every minute and has maintained a remarkable claim settlement ratio of over 95%.

We are proud partners with ERGO for a host of business insurance solutions and retail health, travel, home and personal protection.

Bajaj Finance Ltd. is one of India's largest and most respected deposit-taking NBFCs and a part of the Bajaj Finserv Group. The company serves over 115 million customers and manages an Assets Under Management (AUM) exceeding ₹4.5 lakh crore, making it one of the largest retail lending institutions in the country.

With a diversified portfolio across consumer finance, SME lending, commercial lending, and wealth management, Bajaj Finance has consistently delivered strong financial performance while maintaining prudent risk management.

Backed by the highest credit ratings from leading rating agencies, Bajaj Finance Fixed Deposits offer investors an attractive combination of safety, stability, and competitive returns.

With a legacy spanning more than 45 years, Shriram Finance Ltd. is India's largest retail-focused NBFC, serving over 95 lakh customers through a network of 3,000+ branches across the country. The company manages an AUM of over ₹2.8 lakh crore and has built a diversified lending portfolio covering commercial vehicles, passenger vehicles, MSMEs, gold loans, and personal finance.

Its consistent profitability, strong capital position, and disciplined credit underwriting have earned it among the highest safety ratings for company deposits.

Shriram Finance Fixed Deposits provide investors with a dependable investment avenue backed by one of India's most established financial institutions.

A flagship financial services company of the Mahindra Group, Mahindra & Mahindra Financial Services Ltd. has been serving customers for over three decades with a strong focus on rural and semi-urban India. The company manages an AUM exceeding ₹1.2 lakh crore, serves over 1 crore customers, and operates through a network of 1,300+ offices nationwide.

Its diversified lending portfolio, conservative risk management practices, and the backing of one of India's most trusted business groups make it a preferred financial institution.

Mahindra Finance Fixed Deposits offer investors stability, reliability, and attractive long-term returns.

Established in 1989 and promoted by the Life Insurance Corporation of India (LIC), LIC Housing Finance Ltd. is one of India's leading housing finance companies. The company has built a loan portfolio exceeding ₹3 lakh crore while serving over 30 lakh customers across the country through an extensive branch network.

With decades of expertise in housing finance, strong asset quality, and consistent financial performance, LIC Housing Finance has earned the confidence of investors nationwide.

Its Fixed Deposits combine the strength of the LIC brand with competitive returns, making them an ideal choice for conservative investors.

A wholly owned subsidiary of ICICI Bank, ICICI Home Finance Company Ltd. has been providing housing finance solutions since 1999. The company operates through 200+ branches across India and has built a strong presence in home loans and loans against property.

Leveraging the financial strength, governance standards, and reputation of the ICICI Group, it has established itself as a trusted housing finance institution.

ICICI Home Finance Fixed Deposits are highly rated by leading credit rating agencies and offer investors the assurance of safety, stability, and consistent returns backed by one of India's premier banking groups.

RR Nabar & Co. Share Brokers Pvt Ltd is our stock-broking partner of high repute.

Formed way back in 1908, Nabar has provided reliable services for over 100 years, few firms in India can boast of that legacy.

Estate planning is an unavoidable part of financial planning, as is regular compliance with tax laws.

We have partnered with leading CA firms and legal experts to provide reliable tax filing and highly personalised solutions, especially relating to will creation, succession planning and creation of family trusts.