About Company
ValueQuest Investment Advisors Pvt. Ltd
We take a concentrated portfolio approach to investing, relying on our extensive study and analysis to identify firms with the best fundamentals. As a result, we can continue to benefit from the market fluctuations as long as we believe in the company’s long-term prospects. We offer services to both individuals and corporate clients, offering products like credit, investment banking, real estate etc. Finally, frequent trading increases costs and lowers total returns, making it more important to find value early on and stay invested even if it goes against popular opinion. We ensure that adequate liquid stocks are maintained to meet any unexpected events and that portfolios are developed based on the client’s profile and risk tolerance. We ensure that adequate supplies of liquid assets are maintained to face unforeseen events and that client profiles and risk tolerance are considered when building portfolios. However, financial advice offered by valuequest investment advisors will help clients gain a better understanding of how different products can benefit them.
Fund Snapshot
| Year of Inception | 2016 |
| Number of Stocks | 15-30 |
| Investment Horizon | 3-5 years |
| Fund Managers | Sameer Shah |
ValueQuest is a boutique SEBI-registered Portfolio Management firm that deals with Insurance and other financial services. With two decades of industry expertise, the ValueQuest research team has an unrivalled track record for finding outstanding equities.
Investment Philosophy
“There are two ways to get rich in the stock market. The first is to time the market and purchase assets when they are cheap and sell them when they are expensive. The second is to invest in outstanding firms and keep them.” — Phil FisherTheir objective is to find outstanding firms and select them for you.
- Aligned Interests – Investors with 30 years of expertise and skin in the game have created and run it.
- Integrity – Clients’ highest levels of integrity have been verified.
- Focus – With a proven track record, you can focus on equities.
- Stability – Our core team has remained consistent and will continue to do so.
- Personal & Accessible – Our clients have full access to the staff at any time they choose.
- Long-term relationships – The majority of our clients have a significant total equity position in us, as well as ties that span decades.
ValueQuest Investment Management Pvt. Ltd., through the expertise of valuequest investment advisors, offers clients Investment Advisory Services for Mutual Funds, Asset Management Services, Direct Plans through AIFs and FOFs, Wealth Planning and Retirement Planning Solutions, and Investment Management and Consultancy Services.
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Our Investment Experts
Our experts will understand your goals, map the right strategy across AIFs, PMS, Mutual Funds and Wealth Solutions, and guide you through every step.