Valuequest Investment Advisors Pvt Ltd – Portfolio Management Services (PMS)

ValueQuest is a boutique SEBI registered Portfolio Management company. With two decades of industry experience, the ValueQuest research team has an enviable track record of identifying winning stocks.

AUM (₹ Cr)

17413.47

Clients

1985

Strategies

5

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Valuequest Investment Advisors Pvt Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Growth Multi Cap & Flexi Cap -8.73% 20.61% 22.19% Oct 2010
Platinum Multi Cap & Flexi Cap -13.39% 20.32% 24.18% Jul 2014

Past performance is not indicative of future results. Returns are subject to market risks.

Alternative Investment Funds (AIF)

Valuequest Investment Advisors Pvt Ltd Alternative Investment Funds (AIF) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception

ValueQuest India Inflexion Fund

Multi Cap & Flexi Cap May 2025

VQ FasterCAP Fund

Multi Cap & Flexi Cap -10.06% Sep 2024

VQ FasterCAP Fund 2

Multi Cap & Flexi Cap Jul 2025

AIF investments carry market risks. Please read scheme documents carefully.

Portfolio Managers & Fund Management Team

Mr. Ravindra Dharamshi

Founder & CIO

Ravi Dharamshi’s early interest in equities inspired him to return to India in 2002, post his MBA from McCallum Graduate Business School, USA. He has a cummulative experience of 23 years. As his first professional stint, he worked under the aegis of Mr. Rakesh Jhunjhunwala, who is one of the largest and most respected investors in India. He showed agility in understanding the pharma sector well before it was a recognized industry and worked on several technology and new-age businesses apart from some private equity deals. In 2007, he took charge of research at ValueQuest. In 2010 he metamorphosed ValueQuest into a professionally run SEBI-registered PMS firm. In his role as Chief Investment Officer, he oversees the firm's overall investment strategy and manages funds.

Mr. Sameer Shah

Co-Founder & Fund Manager

Sameer manages VQ Growth, the flagship PMS strategy, since its Inception in 2010. With an extensive career spanning over 23 years in various facets of the financial industry. Sameer heads the Research at VQ and plays a key role in fostering a strong research culture at ValueQuest. Co-Founder & Fund Manager Sameer Shah His professional background includes notable stints at Sharekhan, BRICS, and Centrum. A Chartered Accountant by qualification, he has also served as a former board member of the Association of Portfolio Management of India.

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Regulatory Information

SEBI Registration: INP000003724

Registered Office: Quest, 6Th Floor, 1073, Rajabhau Desai Marg,Behind Beau Monde Towers, Prabhadevi,Mumbai,Maharashtra,India-400025

Disclaimer

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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)