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ValueQuest Common Investment Deck PMS

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ValueQuest Common Investment Deck PMS

Fund Snapshot

Year of Inception 2015
Number of Stocks 10-15 stocks
Investment Horizon 3-5 years
Fund Managers Sameer Shah
Fund Type Concentrated Long Term Multi-Cap

About Company

Since October 2010, VQ has become a SEBI-registered PMS company. They discover a change in wealth management procedures, with investors resorting to the stalwarts of tried-and-true businesses. ValueQuest aims to close the gap between investors and stock markets. They invest in a focused portfolio, relying on our in-depth research and independent analysis to select firms with the best fundamentals. Consequently, we may stay involved during market downturns as long as we trust in the company’s long-term prospects.

They ensure enough liquid stock in the portfolio to deal with unexpected events, and portfolios are built depending on the client’s risk tolerance and profile. In the end, frequent trading raises expenses and decreases overall returns, making it more important to determine value early and stay invested, even if it goes against popular wisdom. Our track record in identifying major trends has paid off time and time again, and they have become a renowned and well-known name in the equities market.

Investment Philosophy

VQ’s extensive research guarantees us the confidence to maintain substantial holdings during corrections. It has enabled them to prosper in volatile markets by taking advantage of market opportunities without incurring unnecessary risks. However, the aim is to generate risk-adjusted, better, absolute returns – a balanced approach that increases wealth for long-term investors.

Investment Framework:

  • Large Addressable External Opportunity
  • Sustainable Competitive Advantage
  • Scalable Business Model
  • Management with Integrity and capability
  • Valuations with Margin of Safety

Portfolio Review and Reporting

  • Portfolio reports are sent once a month by email
  • Regular Portfolio review
  • Any reports over and above the regular reports will be made available on request.
  • Annual statements along with auditor certificate as prescribed by SEBI

About Fund Manager

Sameer Shah ( Fund Manager ) 

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

Founder & CIO of Value Quest

Ravi Dharamshi has completed his MBA in Finance from MCCallam 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

Ravi Dharamshihas 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.

FAQ

Is it possible for clients to be onboarded directly without those who provide distribution services?

Yes, customers have the option of direct onboarding without the involvement of personnel engaged in distribution services. No fees other than statutory fees will be charged at the time of direct onboarding.

What services does ValueQuest provide to its clients?

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

What is the distinction between a discretionary and a non-discretionary Portfolio Management Service?

The discretionary portfolio manager will handle each client’s funds at his discretion and in line with the customer’s profile. The non-discretionary portfolio manager provides consulting services to clients, making portfolio decisions.

What is the needed minimum corpus?

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. The fund can be established with a check or a stock transfer (value calculated at closing share price on the date of transfer or on which portfolio value crosses Rs. 50 lacs).

What is the structure of the fees?

Annual Maintenance Charges and Performance Costs are two types of fees that a client must pay. Annual maintenance costs are assessed at the start of the period (year/quarter). Performance fees are assessed as a percentage of returns achieved over the hurdle rate after the financial year. SEBI has now ordered the high watermark concept to be applied when charging fees, which ValueQuest has done since its beginning.

Is there a lock-in period for Portfolio Management Service?

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

What are the rules for withdrawing funds?

Customers can withdraw funds at any time by notifying us, as long as the corpus does not fall below the minimum SEBI-mandated portfolio size of Rs. 50 lacs after the withdrawal. However, we recommend that clients give us at least a month’s notice to avoid incurring high costs as a result of forced liquidation.

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

ValueQuest Platinum

AMC Name: ValueQuest Investment Advisors Pvt Ltd Inc Date: 24-Jul-14
multi cap
(PMS)
177.3 Strategy -3.43 -11.16 -5.1 3.23 52.89 32.64 18.81 18.01
BSE500 -5.22 -10.01 -10.45 -0.64 25.98 11.71 10.1 10.06

ValueQuest Growth

AMC Name: ValueQuest Investment Advisors Pvt Ltd Inc Date: 7-Oct-10
multi cap
(PMS)
692.54 Strategy -3.81 -10.59 -12.11 -5.91 44.22 25.33 10.99 18.46 16.47
BSE500 -5.22 -10.01 -10.45 -0.64 25.98 11.71 10.1 12.3 8.55

ValueQuest Agile

AMC Name: ValueQuest Investment Advisors Pvt Ltd Inc Date: 27-Apr-21
multi cap
(PMS)
70.87 Strategy -3.15 -12.27 -5.51 -3.58 7.71
BSE500 -5.22 -10.01 -10.45 -0.64 8.37

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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.