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

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.

One of the top providers of financial services is Valuequest Investment PMS. It is a PMS firm with a SEBI registration that focuses on long-term growth and protecting customers’ intrinsic portfolios. A well-known and highly regarded provider of portfolio management services is Valuequest Investment. It is a privately owned PMS service provider that Ravi Dharamshi founded in 2010. Mumbai, Maharashtra, is home to the brokerage house’s headquarters.

The Portfolio Management Service concept is the main reason why Valuequest Investment is well known in the market. Fund managers with expertise and professionalism are in charge of its PMS model.

Valuequest Investment is a very well-known PMS firm. It provides both discretionary and non-discretionary portfolio management services, a total of two different types of portfolio management services.

In general, many clients or investors favor discretionary PMS types since, in these, the company’s portfolio managers control and manage the whole investment portfolio.

While many other investors choose non-discretionary PMS, they speak with any consultant business to receive the best investment advice.

In fact, Valuequest Investment PMS has established a solid reputation for its PMS service offerings in the stock market. The corporation manages its PMS business through a long variety of portfolio managers. Valuequest Investment PMS fund managers typically manage 273+ customers and have an AUM of USD 16 billion. The PMS home has a minimum investment term of three years.

The return rate on Valuequest Investment PMS is pretty favorable. The business can surpass MFRs that date back more than ten years.

The Valuequest Investment PMS return rate is 10.2% after three years, 8.6% after five years, 10.5% after seven years, and 8.2% after ten years. And for more than 11 years, the CAGR has been about 9.6%.

The corporation is the most well-known stock market due to its robust and healthy return rate.

The PMS company Valuequest Investment is well-known and reputable. The firm has achieved great success on the stock market by providing all of its clients with top-notch PMS services.

The advantages of the PMS home are as follows:

• The brokerage company offers top-up services and comprehensive back-office reports so that all of its clients may readily get updates on their investment portfolios.
• The consumers may also receive email and SMS updates, which is a significant plus.
• Additionally, different commission structures and investment plans are offered so customers can easily decide based on their requirements.
• The business has a wealth of expertise in portfolio management.

A well-known brokering firm, Valuequest Investment PMS, provides high-quality PMS services with appropriate assistance. The PMS house’s support services include: 

• The business permits customers to contact and email with any questions about their investment portfolios.
• The brokerage company excels in supporting relationship managers; this service is offered for their comfort and delight.
• Customers are permitted to phone their fund manager personally six to eight times each month with any important inquiries.
• The company’s TAT for resolving issues is 12 working days.

In India, Valuequest Investment PMS is the greatest and leading business. The organization offers portfolio management services for a little commission fee to all sorts of customers.

Choose Valuequest Investment PMS if you’re looking for a well-known PMS house to meet your financial demands.

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 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