https://campaigns.aifpms.com/

Invest In ValueQuest Common Investment Deck PMS

Achieve optimal returns with a balanced, risk adjusted approach to long term wealth growth

Minimum Investment : ₹50 Lakhs

Book a call with our experts

ValueQuest

About ValueQuest

Since its inception in October 2010, VQ has established itself as a SEBI-registered PMS company, revolutionizing wealth management by bridging the gap between investors and stock markets. The firm focuses on investing in a concentrated portfolio, leveraging in-depth research and independent analysis to select companies with strong fundamentals. This strategy allows VQ to remain invested during market downturns, confident in the long-term potential of chosen firms.

The approach ensures sufficient liquidity in the portfolio to manage unforeseen events while tailoring investments to align with each client’s risk tolerance and profile. By prioritizing early value determination and maintaining long-term investments, VQ minimizes frequent trading costs and enhances overall returns. The proven track record in identifying key market trends has solidified VQ’s reputation as a leading name in the equities market.

 

Why Invest With ValueQuest?

Expertly Managed Investment Framework

With a focus on large addressable opportunities, sustainable competitive advantages, and scalable business models, Valuequest Investment PMS employs a rigorous investment framework. This approach includes a thorough valuation process with a margin of safety, ensuring informed decision-making and risk management.

Proven Investment Philosophy and Performance

Leverage VQ’s balanced, risk-adjusted strategy, backed by extensive research and a strong track record of returns. The firm’s ability to maintain substantial holdings during market corrections and capitalize on opportunities highlights its commitment to generating superior, long-term growth for investors.

Fund Managers of ValueQuest Common Investment Deck PMS

Sameer Shah


Value Quest’s Sameer Shah is the firm’s Research and Portfolio Management head. He holds a Chartered Accountancy degree with over 22 years of capital markets experience, including 20 years as an accountant at Capital Markets World Group in London. Previously, he was vice president of business development at FCH Centrum, BRICS

Ravi Dharamshi

He has completed his MBA in Finance from MCCallum Business School, US. He has a keen interest in the Finance sector and also did his brief internship at Salomon Smith Barney which is an investment division of Citigroup. He has been associated with Indian stock markets for more than 21 years. Before moving to Value Quest he worked in stock market business, private equity deals, and value creation activities. He has great track records in stock picking and has a great ability to take bold calls, he has been serving in generating outsized investment returns. In Value quest, he currently heads Investment Strategy and Research where he focuses on generating research ideas to maximize investment returns.

ValueQuest Investment Philosophy

SpeakerMr. Sunil Singhania (Founder & Abakkus Asset Management)
HostVikas Agrawal (AIF & PMS Experts India Pvt Ltd.)

SpeakerMr. Sunil Singhania (Founder & Abakkus Asset Management)
HostVikas Agrawal (AIF & PMS Experts India Pvt Ltd.)

Product - AMC AUM (in Cr.) Performance 1Y 2Y 3Y SI

ValueQuest Growth

AMC Name: ValueQuest Investment Advisors Pvt Ltd Inc Date: 7-Oct-10
2175.00 VALUEQUEST GROWTH 23.1 38.62 22.41 19.26
BSE500 TRI 15.81 21.04 15.36 12.82

ValueQuest Platinum

AMC Name: ValueQuest Investment Advisors Pvt Ltd Inc Date: 24-Jul-14
3278.5 VALUEQUEST PLATINUM 31.12 41.79 27.22 22.16
BSE500 TRI 15.81 21.04 15.36 14.30

VQ FasterCAP Fund

AMC Name: ValueQuest Investment Advisors Pvt Ltd Inc Date: 9/2/24
1443 Strategy 17.6
Index -5.98

Client Testimonial

Why AIF&PMS Experts?

Over 350 investors
have invested in
our process

Over ₹500 crores
have been invested using
our process

Trusted by
investors across
10 countries

Over 15,000 investors
use our tools before
deciding to invest

Process-Driven Returns

Invest with confidence in our proven process, as we meticulously follow a robust framework for selecting fund managers and portfolios of Alternative Investment Funds (AIF) and Portfolio Management Service (PMS) Funds. We refer to it as the 3Is of investing, where we add the third ‘I’ (eye) of scrutiny, focusing on Investment Manager Style, Investment Portfolio Quality, and Investment Performance Consistency.

Investment
Style

Clear, adaptable strategies aligned with investor goals, crucial for navigating market fluctuations and capitalizing on opportunities.

Investment
Quality

Fundamental analysis focuses on a company’s intrinsic value, management, competitive edge, and financial health for sustainable portfolio growth.

Investment
Performance

Emphasizing consistent, risk-adjusted returns, and effective drawdown management to achieve long-term growth while preserving capital.

Frequently Asked Questions

Valuequest Investment Advisors Pvt. Ltd. is a SEBI registered Portfolio Manager (SEBI registration number INP000003724) that provides customers with discretionary Portfolio Management Service.

Portfolio Management has no upper limit when it comes to investing. Customers must bring in a minimum of Rs. 50 lacs, according to SEBI requirements.

No. Portfolio Management does not have a lock-in period. On the other hand, premature withdrawals might result in poor portfolio performance.

Book a call with our experts

ValueQuest

If you have any queries, please contact Mr. Devanshu (AIFPMS VP) at +91 95616 10108 or email us at vikas@aifpms.com

We are here to manage your finance with experience

Scroll to Top