Established in 1992, the Quest PMS is one of the oldest PMS service providers in the industry.

Learn about Quest Portfolio Management Services in this detailed review. We’ll explore their unique strategies and understand how their fees work.

Let’s find out how their investment methods could affect your money. Join us as we discover what Quest offers and how they guide portfolios to success.

Total AUM Rs.1590.72 Cr.
Avg. 1 Year Return 10.31%
Active Clients 737
No. of Strategies 3
Minimum Investment Rs.50 Lakh
Experience 32 Years

Quest PMS - Company Overview


Portfolio Management

Organization Type


Head Office

Mumbai, Maharashtra


Mr Ajay Sheth & Mrs. Bina Sheth

Founded In (year)


Why Invest in Quest PMS?

Here are good reasons to consider using Quest Portfolio Management Services:

  • Quest manages over USD 200 million across different investment plans. This shows they can handle extensive portfolios.
  • Quest wants to make your money grow steadily. They work hard to make sure their clients succeed.
  • They always put their clients first. This means they always think about what’s best for them.
  • Quest’s investing doesn’t care about which part of the market. They look for chances to make a lot of money.
  • They pick companies carefully using two methods: one looks at the whole market, and the other looks at individual companies.
  • Quest wants to give you good returns without taking too much risk.

Quest Portfolio Management Service Performance or Returns

1 Year Return


Nifty 50 - 1 Year Return


3 Year Return


Nifty 50 - 3 Year Return


5 Year Return


Nifty 50 - 5 Year Return


Quest PMS Return results were similar to the Nifty 50 in the past year. But Quest’s return was slightly lower i.e. 10.31% compared to the index’s 10.74%.

Looking at three years, Quest did better than the Nifty 50. They got a strong return of 23.10%, while the index got 20.15%.

Over five years, Quest got a return of 4.89%, while the Nifty 50 got 11.52%. This shows Quest can give you good returns, especially in the next three years.

Quest PMS Commission, Charges or Fees

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

12% (if above 8% profit)

Exit Load 1st Year


Exit Load 2nd Year


Exit Load 3rd Year


The various Quest PMS commission rates are:

  • One fee stays the same at 2.5% of the money in the fund. This is for taking care of the investments.
  • Another fee changes and is 1.5% of the money in the fund. This is because they work actively to manage the investments.
  • They also get a percentage of the profits—12%—but only if the investments make more than 8% profit.
  • If someone takes out their money from the investment plan in the first year, they will be charged 1% of the money in the fund.

Best Strategies by Quest Portfolio Management Services

Check out various strategies or Investment approaches provided by Quest Portfolio Managers.

Strategy Name Flagship Smart Alpha Sector Rotation Multi
Start Date 12-Oct-07 NA 03-Aug-14
Category Multi Cap NA Multi Cap
Benchmark S&P BSE 500 Not Disclosed S&P BSE 500
AUM (Rs.) Not Disclosed Not Disclosed Not Disclosed
No. of Stocks 26 Not Disclosed 26
1 Year Return 34.27% NA 40.67%
3 Year Return 17.51% NA 22.76%
5 Year Return 16.49% NA 20.10%
Fund Manager Mr. Aniruddha Sarkar Not Disclosed Mr. Aniruddha Sarkar

Here are the two primary Quest Portfolio Manager Strategies:


The “Flagship” plan by Quest Portfolio Management Services is getting noticed for doing well over different periods.

This plan is for different-sized companies compared to the S&P BSE 500. We are still determining exactly how much money is managed, but there are 26 good stocks in the plan.

This plan made a strong return of 34.27% in the last year. Over 3 years, it did really well, too, with a return of 17.51%. Over 5 years, it kept being consistent and had a return of 16.49%.

Mr Aniruddha Sarkar is leading this plan, and it shows how Quest can do well by using opportunities in different parts of the market.

Smart Alpha Sector Rotation:

Quest Portfolio Management Services developed the “Smart Alpha Sector Rotation” plan, showing they’re good at finding new ways to manage money.

This plan is like a type of investment, and it’s compared to something called Nifty 50. They manage around Rs.533.66 Crores with this plan.

The goal is to use changes in different parts of the market. We are still determining exactly how many stocks are in this plan.

In the last year, 3 years, and 5 years, this plan had a return of 0%. Mr Aniruddha Sarkar is leading this plan, too.

This shows Quest’s aim to give new investment chances and find intelligent ways to get good returns.

Top Fund Managers of Quest PMS


Mr. Aniruddha Sarkar









Here are the details of the Quest PMS Fund Manager:

Mr Aniruddha Sarkar

Aniruddha Sarkar, possessing more than 13 years of expertise in the Indian equity domain, oversees investor funds and has recently become a partner at Quest Investment Advisors, managing their equity strategies.

He played a pivotal role in achieving substantial alpha and surpassing performance benchmarks for his clientele over time.

With a wise insight into identifying early market trends, he believes alpha generation stems from staying ahead in gauging economic and market shifts.

His portfolio composition integrates a blend of both top-down and bottom-up methodologies.

Quest Portfolio Managers SWOT Analysis

Here is the detailed SWOT analysis for Quest Portfolio Management.


  • Boasting an active client base of 898 investors.
  • Achieving a noteworthy 3-year return rate of 23.10%.
  • Offering favourable early exit charges at 1% within the first year
  • Demonstrating a solid portfolio performance rating of 8.14 out of 10.
  • Providing the added benefit of dedicated relationship manager support.


  • Quest offers only two strategies, potentially limiting diversification choices for investors.
  • The 5-year return of 4.89% might be considered modest compared to some competitors.
  • The restriction on custom strategies might hinder investors from seeking tailored approaches to their portfolios.


  • Exploring opportunities beyond Indian equities could provide investors with exposure to international markets and potential sources of growth.
  • Embracing advanced technologies, such as AI-driven analytics and robo-advisory services, could enhance efficiency, client engagement, and portfolio performance tracking.
  • Quest can capitalize on market trends by diversifying and expanding its range of investment strategies.


  • Rapid advancements in financial technology (Fintech) could disrupt traditional portfolio management models.
  • Shifting investor preferences towards passive investment vehicles like index funds or ETFs might affect demand for actively managed portfolios.
  • A significant economic downturn or recession could impact investor confidence and performance.

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Investment Facilities provided by Quest Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Not Allowed

Switch Charges

1.5% of Fund Value

NRI Investment






Early Exit


Early Exit Charges

1% within 1st Year

Listed below are multiple Quest Portfolio Management Features:

  • You can switch between different funds to change where your money is invested. But this might cost you 1.5% of your money in those funds.
  • People from other countries (Non-Resident Indians or NRIs) are welcome to join Quest’s investment opportunities. This makes sure lots of different people can invest.
  • You can let Quest decide where to put your money. They have experts who can do this for you.
  • If you like, you can be more involved in deciding where your money goes. Quest is okay with you working together with their advisors.
  • Quest understands that things can change. If you need to take your money out earlier than planned, they can help. But if you take out your money in the first year, you might have to pay 1% of your invested capital.

Quest Portfolio Management Support

Call Support


Email Support


Chat Support


Dedicated RM Support


Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 5 Working days

Some helpful Quest Portfolio Management Services are mentioned below:

  • Investors can connect with Quest’s support team directly by phone, ensuring prompt and immediate assistance.
  • Inquiries or concerns can be communicated via email, ensuring a documented record of correspondence.
  • Real-time assistance is available through chat, facilitating instant interactions and efficient issue resolution.
  • Each investor is assigned a dedicated Relationship Manager (RM) who provides personalized guidance and addresses individual requirements.

Quest PMS Dashboard Link

Web Platform

The Quest PMS Dashboard serves as a centralized platform for investors to access crucial information and manage their investment portfolios. Through this dashboard, investors can:

  • Keep track of their investment portfolio’s performance, including returns, holdings, and overall value.
  • Get detailed reports, statements, and transaction histories related to their investments.
  • Receive updates, notifications, and important announcements from Quest about their portfolio.
  • Quickly contact Quest’s customer support team through chat, email, or phone for any questions or assistance.
  • Ensure the security of their financial information with a secure login process and encrypted data transmission.

Quest PMS Login

The Quest PMS login link acts as a secure entrance for investors, granting them access to their investment portfolios and the tools to oversee them.

By utilizing this link, investors can easily track the performance of their portfolios, review the assets they hold, and initiate various financial transactions.

Additionally, the association offers a communication channel with the portfolio management team, delivering timely updates and alerts and granting access to vital documents like reports and statements.

Quest PMS Review or Ratings by

Overall Rating

7.94 / 10

Portfolio Performance

8.14 / 10


8.10 / 10


7.90 / 10


7.74 / 10


7.82 / 10

Quest Portfolio Management Services - SEBI Details

SEBI Reg. No.


Contact Person

Harish Shiyad

Email ID

Telephone No.

022 2407 0493



Starting Date

Oct 16, 2014

How to Invest in Quest PMS?

To invest in Quest Portfolio Management Services, investors must be at least 18 and fall into the Indian or NRI category.

A minimum investment of Rs.50 lakh is required to participate in Quest PMS.

Required Documents:

  • Completion and submission of the PMS agreement outlining the terms and conditions of the investment.
  • Providing a POA enables Quest to manage assets on the investor’s behalf efficiently.
  • Investors need an active demat account to hold securities and facilitate seamless transactions.
  • A PAN card is essential for compliance and tax purposes.
  • Valid documentation confirming the investor’s address, ensuring accurate communication and verification.

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Quest PMS - Eligibility Criteria


18+ Years


Indian & NRI


Minimum Rs.50 Lakh

Documents required to Invest with Quest Portfolio Manager

PMS Agreement




Demat Account




Address Proof


Quest PMS – Conclusion

In conclusion, Quest PMS exhibits a solid commitment to investor success, evident through its experienced team, innovative strategies, and comprehensive support.

With a focus on creating sustainable long-term value and a customer-first approach, Quest aligns with investors’ goals.

Their dedication to excellence and adaptability to diverse investment needs make them reliable.

While potential investors should thoroughly review terms and performance, Quest’s overall emphasis on strategic, customer-centric solutions makes them a promising player in the portfolio management arena.

FAQs on Quest Portfolio Management

Here is the list of FAQs related to the Quest Portfolio Management:

Which Strategy is Optimal for Quest PMS?

The Flagship strategy emerges as the prime choice for Quest PMS, demonstrating commendable returns in the short and long term.

What’s the Minimum Entry for Quest PMS?

Investors must commit a minimum of Rs.50 lakhs to enter Quest PMS.

What Returns Can One Expect from Quest PMS?

Quest PMS showcases a 10.31% return for one year, an impressive 23.10% return over three years, and a solid 4.89% return over five years.

Is Quest Portfolio Management Recommended?

Indeed, Quest Portfolio Management garners praise for its experienced team, innovative strategies, and dedication to customer-centric solutions.

How Much is the Fixed Commission for Quest PMS?

The fixed commission for Quest PMS is set at 2.5% of the fund value.

Is Possessing a Demat Account Mandatory for Quest Portfolio Managers?

A Demat account is a mandatory prerequisite for engaging with Quest Portfolio Managers.

What’s the Fee for Exiting Quest Portfolio Management?

The exit fee during the first year stands at 1% of the fund value.

Who Oversees Quest PMS Currently?

Presently, Aniruddha Sarkar holds the fund manager role for Quest PMS.

What’s the Current AUM for Quest Portfolio Management Service?

Quest Portfolio Management Service currently oversees assets of Rs. 1542.17 Cr.

Do Quest Portfolio Managers Implement Variable Charges?

Indeed, Quest Portfolio Managers do implement variable charges, amounting to 1.5% of the fund value.


Customer ratings and reviews of Quest PMS

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