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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

Rs.15957.82 Cr.

1 Year Return

26.88%

Minimum Investment

Rs.50 Lakh

Experience

14 Years

Active Clients

1,908

ValueQuest Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

4.23 / 5

Fees

4.02 / 5

Experience

4.21 / 5

Support

4.07 / 5

Facilities

4.11 / 5

Overall Rating

4.13 / 5

Star Rating


Overview of ValueQuest Portfolio Management Services

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Mr. Ravi Dharamshi

Founded In (year)

2010

No. of Active Clients

1,908

Minimum Investment

Rs.50 Lakh

Investment Strategies

3

ValueQuest PMS Returns or Performance

1 Year

26.88%

Nifty 50 - 1 Year

17.34%

3 Year

23.88%

Nifty 50 - 3 Year

13.57%

5 Year

34.42%

Nifty 50 - 5 Year

20.77%

ValueQuest PMS Charges or Cost

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

1.50% of Fund Value

Variable Profit Sharing

15% (if above 10% Profit)

Exit Load 1st Year

1.00%

Exit Load 2nd Year

1.00%

Exit Load 3rd Year

1.00%

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

Mr. Ravindra Dharamshi

ValueQuest Portfolio Manager - Customer Support

Call Support

Available

Email Support

Available

Chat Support

Not Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 7 Working days

ValueQuest Portfolio Management - Investment Facilities

Custom Strategy

Not Provided

Strategy Switch

Not Provided

Switch Charges

1.3% of Fund Value

NRI Investment

Provided

Discretionary

Provided

Non-Discretionary

Provided

Early Exit

Provided

Early Exit Charges

1% within 1st Year

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ValueQuest PMS - SEBI Details

SEBI Reg. No.

INP000003724

Contact Person

HITEN VIRCHAND GALA

Telephone No.

022 2439 4473

Address

QUEST, 6TH FLOOR, 1073, RAJABHAU DESAI MARG,, BEHIND BEAU MONDE TOWERS, PRABHADEVI, MUMBAI, MAHARASHTRA, 400025

Starting Date

Jun 09, 2016

ValueQuest Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

ValueQuest Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

ValueQuest PMS Backoffice or Dashboard Link

Web Platform

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