Quest Investment Advisory Flagship PMS

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Quest Investment Advisory Flagship 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 2011
Number of Stocks 25
Investment Horizon Medium to Long Term
Fund Managers Aniruddha Sarkar

Unique Feature

The industry of financial advice has a more than 30-year history, with Mr. Ajay Sheth laying the first cornerstone in the late 1980s. The Quest was founded to provide FIIs, Mutual Funds, and other institutional investors in mid- and small-cap markets with first-rate, individualised stock research. Currently watches after money for HNI, family offices, and enterprises. Began offering portfolio management services in 2007. They currently look after the finances for more than 1100 clients who fit this description. With more than 100 years of combined expertise in Indian stocks, their seasoned investing team is now overseeing a little less than USD 200 million across several PMS strategies..

Their Morals

Integrity

The importance of honesty in the realm of investment management cannot be overstated. They attest to it and make investments in companies that stand out for their integrity in doing business.

Patience

The return on a sensible investment takes time to materialise. It could be difficult to keep from being distracted by every upswing and downswing the market goes through. Some rules, however, just survive the test of time.

Trust

The motivation behind Quest is trust. In our dealings with partners, investors, and the general public, they value and understand the relevance of this. Trust is essential in the area of financial management.

Gratitude

They make an effort every day to learn from the market they serve, which is far bigger than our own. They work hard to win the respect of all of our partners and stakeholders and value the ties we have with them.

Investment Methodology

Look for businesses with a strong potential for earnings growth while being market-cap and sector-neutral.

Take advantage of market turbulence by managing the cash amounts in the portfolio.

Have the adaptability to change with different sectors, revenue cycles, and business cycles.

Don’t overpay for businesses; consider value. Look for companies with solid balance sheets and consistent cash flow.

Search for opportunities for P/E re-rating.

Attributes

Businesses with strong pricing power as a result of being market leaders. Additionally, companies can raise their ROE and margins.

When there are few rivals and a large market, think about investing in enterprises with great growth potential.

Since the implementation of the GST and increased tax compliance, the price differential between organised and unorganised goods has decreased across all industries. Nowadays, people are increasingly aware of brands. Strong cash flow generation capabilities and modest, comfortable book leverage are qualities they seek for.

The mechanics of international trade have altered, opening doors for Indian manufacturing in a variety of sectors. Leading the Y2K moment are businesses.

Strong, dependable cash flows enable businesses to flourish during boom times and overcome difficult macroeconomic situations.

companies with manageable or modest debt loads.

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

Generate massive returns from 20-25 handpicked, quality multi-cap stocks irrespective of their sector. Preference to be given to businesses with stellar management track records over significant periods. Focus on a few sectors at a time and rotate sectors over time. 40-50% allocation into stable quality stocks with massive earnings growth. 20-30% in stocks which can potentially generate substantial P/E expansion. 20% into stocks which have immense value and seem to be undervalued in the current market due to temporary market variations and trends. Keep booking profits at appropriate intervals to manage cash levels.

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)
585 Strategy 4.46 9.27 13.75 21.96 6.80 16.00 13.98 18.10 16.31
NSE 500 8.03 12.35 18.51 26.55 15.14 20.40 17.62 16.13 10.75

Quest Multi

AMC Name: Quest Investment Advisors Inc Date: 3rd Aug 2014
Multi Cap
(PMS)
768 Strategy 7.68 11.61 15.27 26.70 10.42 19.92 17.15 NA 15.71
NSE 500 8.03 12.35 18.51 26.55 15.14 20.40 17.62 NA 14.45

ValueQuest Platinum

AMC Name: ValueQuest Investment Advisors Pvt Ltd Inc Date: 24-Jul-14
Multi Cap
(PMS)
751.72 Strategy 3.25 8.66 21.46 53.3 25.29 37.5 29.7 NA 21.23
BSE500 8.03 12.35 18.51 26.55 15.14 20.39 17.62 NA 14.1

ValueQuest Growth

AMC Name: ValueQuest Investment Advisors Pvt Ltd Inc Date: 7-Oct-10
Multi Cap
(PMS)
1078.88 Strategy 4.01 7.37 24.36 56.69 22.02 34.31 25.42 19.66 19.1
BSE500 8.03 12.35 18.51 26.55 15.14 20.39 17.62 16.13 12.04

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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.