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

**About ValueQuest:** ValueQuest is a specialized, SEBI-registered Portfolio Management Services (PMS) provider. Leveraging over twenty years of extensive industry experience, our dedicated research team possesses a distinguished history of successfully identifying promising investment opportunities.

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

Following the completion of his MBA from McCallum Graduate Business School in the USA, Ravi Dharamshi's foundational interest in equity markets prompted his return to India in 2002. He brings a total of 23 years of professional experience to his role. His initial career engagement involved working under the guidance of Mr. Rakesh Jhunjhunwala, a prominent and highly regarded investor in the Indian financial landscape. Mr. Dharamshi demonstrated foresight by developing a deep understanding of the pharmaceutical sector prior to its widespread recognition as an industry. Concurrently, he engaged with various technology and emerging business ventures, alongside participation in private equity transactions. In 2007, he assumed leadership of research at ValueQuest. Subsequently, in 2010, he transitioned ValueQuest into a professionally managed portfolio management services (PMS) firm, duly registered with the Securities and Exchange Board of India (SEBI). In his capacity as Chief Investment Officer, he is responsible for the firm's overarching investment philosophy and the administration of managed funds.

Mr. Sameer Shah

Co-Founder & Fund Manager

**Sameer Shah: Fund Manager, VQ Growth Strategy** Sameer Shah is the dedicated Fund Manager for VQ Growth, the principal Portfolio Management Services (PMS) strategy, overseeing its performance since its launch in 2010. With a distinguished career exceeding 23 years within the financial services sector, Sameer brings a wealth of experience across diverse operational areas. He currently leads the Research division at VQ, actively cultivating a robust research-oriented environment at ValueQuest. Previously, Sameer held significant positions at prominent financial institutions including Sharekhan, BRICS, and Centrum. A Chartered Accountant by professional qualification, he has also contributed his expertise 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

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice, nor should it be considered a recommendation. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

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