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 ₹80,000 crore as of March 2024. Global private equity group Blackstone (AUM $1 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.

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.

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.

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.

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.

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.

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.

AAA Company Fixed Deposits offer a solid diversification of one’s savings and provide steady income.

We are proud to associate with some of India’s most reputed group companies — including Shriram Finance, ICICI Home Finance, Bajaj Finance, Mahindra Finance and LIC Housing Finance — for the same.

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.