Find Your Franchise

Quest PMS (Portfolio Management Services) is a premier investment solution designed to cater to the diverse financial goals of investors.

Known for its expertise in equity investments, this PMS house offers a range of strategies tailored to maximize returns through research-driven portfolio management.

The Quest Portfolio Management services prioritize client-centric solutions, leveraging deep market insights, robust risk management, and innovative strategies to deliver consistent results.

Quest PMS - Snapshot

Total AUM

Rs.2133.07 Cr.

1 Year Return

20.61%

Minimum Investment

Rs.50 Lakh

Experience

32 Years

Active Clients

869

Quest Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

4.07 / 5

Fees

3.87 / 5

Experience

3.91 / 5

Support

4.05 / 5

Facilities

3.95 / 5

Overall Rating

3.97 / 5

Star Rating


Overview of Quest Portfolio Management Services

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Mr Ajay Sheth & Mrs. Bina Sheth

Founded In (year)

1992

No. of Active Clients

869

Minimum Investment

Rs.50 Lakh

Investment Strategies

2

Quest PMS Returns or Performance

1 Year

20.61%

Nifty 50 - 1 Year

17.34%

3 Year

23.10%

Nifty 50 - 3 Year

13.57%

5 Year

9.78%

Nifty 50 - 5 Year

20.77%

Quest PMS Charges or Cost

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

12% (if above 8% profit)

Exit Load 1st Year

1.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Quest PMS Investment Strategies

Strategy Name Flagship
Start Date 12-Oct-07
Category Multi Cap
Benchmark S&P BSE 500
AUM (Rs.) Not Disclosed
No. of Stocks 26
1 Yr. Return 20.61%
3 Yr. Return 23.10%
5 Yr. Return 9.78%
Fund Manager Mr. Aniruddha Sarkar

Top Portfolio Managers of Quest Portfolio Management Services

#1

Mr. Aniruddha Sarkar

Quest Portfolio Manager - Customer Support

Call Support

Available

Email Support

Available

Chat Support

Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 5 Working days

Quest Portfolio Management - Investment Facilities

Custom Strategy

Not Provided

Strategy Switch

Not Provided

Switch Charges

1.5% of Fund Value

NRI Investment

Provided

Discretionary

Provided

Non-Discretionary

Provided

Early Exit

Provided

Early Exit Charges

1% within 1st Year

Check out Business Opportunities with Similar Brands

Quest PMS - SEBI Details

SEBI Reg. No.

INP000001421

Contact Person

Harish Shiyad

Telephone No.

022 2407 0493

Address

188/3, GURUKRUPA BUILDING, FIRST FLOOR,, JAIN SOCIETY,NEXT TO JAIN TEMPLE, SION (WEST),, MUMBAI, MAHARASHTRA, 400022

Starting Date

Oct 16, 2014

Quest Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Quest Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Quest PMS Backoffice or Dashboard Link

Web Platform

Double your Investment in 3 Years!Invest in PMS