ValueQuest 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 ValueQuest Portfolio Management services prioritize client-centric solutions, leveraging deep market insights, robust risk management, and innovative strategies to deliver consistent results.
ValueQuest PMS - Snapshot
Total AUM
1 Year Return
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Experience
Active Clients
ValueQuest Portfolio Management Review & Ratings by Franchisebyte
Portfolio Performance
Fees
Experience
Support
Facilities
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Star Rating
Overview of ValueQuest Portfolio Management Services
Organization Type
Head Office
Founder
Founded In (year)
No. of Active Clients
Minimum Investment
Investment Strategies
ValueQuest PMS Returns or Performance
1 Year
Nifty 50 - 1 Year
3 Year
Nifty 50 - 3 Year
5 Year
Nifty 50 - 5 Year
ValueQuest PMS Charges or Cost
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
Exit Load 2nd Year
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ValueQuest PMS Investment Strategies
Strategy Name | Growth | Platinum | Poise |
Start Date | 07-Oct-10 | 24-Jul-14 | 10-Feb-22 |
Category | Multi Cap | Multi Cap | Multi Cap |
Benchmark | S&P BSE 500 | S&P BSE 500 | S&P BSE 500 |
AUM (Rs.) | Rs.2046.71 Cr. | Rs.2981.29 Cr. | Not Disclosed |
No. of Stocks | 21 | 22 | 17 |
1 Yr. Return | 32.93% | 36.82% | 10.90% |
3 Yr. Return | 22.58% | 25.18% | NA |
5 Yr. Return | 32.97% | 35.86% | NA |
Fund Manager | Mr. Ravindra Dharamshi | Mr. Ravindra Dharamshi | Not Disclosed |
Top Portfolio Managers of ValueQuest Portfolio Management Services
#1
ValueQuest Portfolio Manager - Customer Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
ValueQuest Portfolio Management - Investment Facilities
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
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ValueQuest PMS - SEBI Details
SEBI Reg. No.
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ValueQuest Portfolio Management Services - Eligibility Criteria
Age
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Investment
ValueQuest Portfolio Management - Documents Required
PMS Agreement
POA
Demat Account
PAN
Address Proof
ValueQuest PMS Backoffice or Dashboard Link
Web Platform