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Quest Investment Advisors Multi PMS

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Quest Investment Advisors Multi PMS

About Company - Quest India is Mumbai based equity firm with specialized in PMS. The founder of Quest investment advisors is Mr. Ajay Sheth in the year 1980 they are in this market for the last 3 decades. They began their journey as high-quality bespoke equity research in the mid-cap and small-cap space for FIIs, Mutual Funds, and other Institutional investors. In the year 2007, they start the first PMS with the name of Quest Flagship. Today they are managing approx 2000 cr with more than 1000 clients.

Fund Snapshot

Year of Inception 2014
Number of Stocks 30
Investment Horizon Long Term
Fund Managers Aniruddha Sarkar

Unique Feature

The investment advising sector has a history dating back more than 30 years, with Mr Ajay Sheth laying the first foundation in the late 1980s. The Quest began as a source of top-notch, personalized stock research for FIIs, Mutual Funds, and other institutional investors in mid- and small-cap markets. Began providing portfolio management services in 2007 and presently looks after money for HNI, family offices, and businesses. They now manage the money for over 1100 clients that fit this description. Their seasoned investment staff, with more than 100 years of combined experience in Indian equities, is currently managing a little under USD 200 million across different PMS strategies.

Their values

Integrity 

It is tough to overstate the value of integrity in the field of investment management. They vouch for it and invest in businesses that stand out for their honesty in conducting business.

Patience 

A wise investment doesn’t start to pay off right away. It might be challenging to avoid becoming sidetracked by every upswing and downswing the market experiences. However, some laws just withstand the test of time.

Trust

Trust is the driving force behind Quest. They appreciate and recognize the significance of this in our interactions with partners, investors, and the general public. In the world of financial management, trust is crucial.

Gratitude

They recognize that the market they serve is far larger than our own, and they make a daily effort to learn from it. They appreciate our relationships with all of our partners and stakeholders and work hard to earn their respect.

Investment Strategy

Be market-cap and sector-neutral, and search for companies with a high potential for profit growth.

Utilize market volatility to your advantage as you manage the portfolio’s cash levels.

Be flexible enough to shift across industries, income cycles, and business cycles.

Don’t overpay for companies; pay attention to valuation. Look for companies with solid balance sheets and consistent cash flow.

Look for chances for P/E re-rating.

Attributes

Companies that, as a result of their position as market leaders, have great pricing power. Additionally, businesses can increase their margins and ROE.

Consider investing in businesses with high growth potential when there are few competitors and a vast market.

In all industries, the price difference between organized and unorganized items has decreased since the implementation of GST and increased tax compliance. People are more conscious of brands now. Qualities they look for strong capacity to generate cash flow and moderate and comfortable leverage on books.

The mechanics of global commerce have changed, creating possibilities for Indian manufacturing across a range of industries. Businesses leading the Y2K moment

Businesses with robust, reliable cash flows are better able to grow during boom stages and navigate challenging macroeconomic conditions.

Businesses with manageable or moderate levels of debt.

About Fund Managers

Aniruddha Sarkar

Aniruddha Sarkar

Chief Investment Officer – Quest Investment Advisors

Aniruddha Sarkar is a bachelor in commerce from St. Xavier’s College. He specialized in accountancy. Mr. Sarkar further pursued his Master’s in business administration in finance from the International Management Institute.

After his Master’s, he went on to work with IIFL Investment Managers for more than eight years. Aniruddha Sarkar joined IIFL in 2008 as a Senior Equity Research Analyst. Two years into the company, he was promoted to be Associate Vice President. In November 2013, Mr. Sarkar became the vice president and a portfolio manager at IIFL Investment Managers.

He started working with IIFL Asset Management as the Principal Fund Manager for two years and ten months from 2017 to 2020. Mr. Sarkar is working as the Chief Investment Officer and Portfolio Manager at Quest Investment Advisors Private Limited.

Investment Philosophy

Generating Alpha in such a way that it can beat the benchmark. The fund has major allocation in companies with stable earnings. They avoid themes that are structurally weak, for investing. One of their key strategies is to actively manage cash levels in the portfolio and book timely profits. Quest investment advisors multi PMS also invests in companies that have valuation comfort with ample margin of safety. 

FAQs

What is Quest Investment Advisors’ vision?

Quest Investment Advisors’ vision is to compound value for their clients. Their aim for the coming decade is to organically grow to achieve a position in India’s Top 5 pure-play portfolio management systems. Quest Investment Advisors also aims to achieve consistency in generating superior returns.

What is Quest Investment Advisors’ mission?

Quest Investment Advisors’ mission is to institutionalize their more than 30 years of experience and use it as the compass to navigate the Indian equity market. They also aim to employ their knowledge in creating a framework for accelerated growth.

What are the values of Quest Investment Advisors?

Quest Investment Advisors’ values are based on six pillars which are:

Customer focus: They focus on creating sustainable long-term value for their clients. They believe in keeping customers as their priority.

 

Giving back to society: Quest Investment Advisors aim to make the community a better place for the marginalized segments and cater to them and strive to do so humbly.

Long-term thinking: They aim to generate higher and sustainable long-term outperformance. Quest Investment Advisors believe and stand by long-term compounding.

Process Driven culture: They have specific pre-formed meticulous frameworks which they employ while investing.

Integrity and consistency: Quest Investment Advisors lay great focus on the principles of integrity and consistency

Trust through consistency: Quest Investment Advisors strive to achieve the trust of their clients, which is possible through transparency which they try to maintain.

What is Quest Investment Advisors’ operation culture?

Quest Investment Advisors’ operation culture is process-driven. They believe in creating a process-driven culture that facilitates forming a meticulous framework that can guide investing in the turbulent waters of Indian equity markets.

Do Quest Investment Advisors believe in transparency?

Quest Investment Advisors believe in building a trust factor with their clients. Trust can only be formed when there is transparency. Hence Quest Investment Advisors value keeping work transparent and also creating and encouraging dialogue with their clients.

What are Quest Investment Advisors’ Behavioural traits?

Quest Investment Advisors’ behavioural traits are Quality first, Process orientation, Passionate, Meticulous, Collaborative, Humane, honest, and long-haul play.

What does Quest Investment Advisors have to offer for its clients?

Quest Investment Advisors’ objective is to generate long-term capital appreciation for their clients. They also focus on providing superior risk-adjusted returns in the long term by investing in good stocks. Quest Investment Advisors select stock from their basket of high-quality companies across market capitalizations. They offer three different offerings for their clients: quest flagship, quest multi, and quest focus.

Product - AMC Category AUM (in Cr.) Performance 1M 3M 6M 1Y 2Y 3Y 5Y 10Y SI

Quest Flagship

AMC Name: Quest Investment Advisors Inc Date: 12th Oct 2007
multi cap
(PMS)
778 Strategy 5.25 8.27 4.17 -1.46 26.25 20.27 9.21 17.19 16.57
NSE 500 4.50 8.54 7.11 5.28 27.87 19.49 12.00 14.00 8.65

Quest Multi

AMC Name: Quest Investment Advisors Inc Date: 3rd Aug 2014
multi cap
(PMS)
822 Strategy 4.79 7.56 4.03 0.13 28.44 23.27 10.21 NA 15.16
NSE 500 4.50 8.54 7.11 5.28 27.87 19.49 12.00 NA 12.05

ValueQuest Platinum

AMC Name: ValueQuest Investment Advisors Pvt Ltd Inc Date: 24-Jul-14
multi cap
(PMS)
186.41 Strategy 4.9 10 6.87 15.21 50.6 40.72 22.42 NA 19.5
BSE500 4.61 8.62 7.45 5.45 28.11 19.72 12.16 NA 11.7

ValueQuest Growth

AMC Name: ValueQuest Investment Advisors Pvt Ltd Inc Date: 7-Oct-10
multi cap
(PMS)
782.75 Strategy 6.59 10.51 4.8 6.3 42.82 36.14 15.12 19.29 17.57
BSE500 4.61 8.62 7.45 5.45 28.11 19.72 12.16 13.92 9.68

ValueQuest Agile

AMC Name: ValueQuest Investment Advisors Pvt Ltd Inc Date: 27-Apr-21
multi cap
(PMS)
83.86 Strategy 5.39 9.67 5.4 7.8 NA NA NA NA 17.04
BSE500 4.61 8.62 7.45 5.45 NA NA NA NA 17.47

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Disclaimer: Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. We do not guarantee any returns in the hand of investors not we take any sort of accountability for the performance of the scheme. The above-mentioned data is collected from the respected Fund house please verify the same at SEBI website.