ValueQuest PMS is a private portfolio management company that offers customers multiple investment options tailored to meet their needs.

The company has seen excellent growth since its foundation in 2010 by Mr. Ravi Dharamshi.

ValueQuest Portfolio Management impressed investors and critics with its high returns that are better than the company’s benchmarks.

People who choose PMS invest significant money in the PMS provider. It is better to take unnecessary risks by selecting an untrustworthy or less well-known company.

Pick ValueQuest if you want the PMS to handle your investment with efficient strategies that produce excellent returns.

Please keep reading to find out the company’s details, including its strategy performance, returns, features, and charges.

Total AUM Rs.10,463.08 Cr.
Avg. 1 Year Return 36.21%
Active Clients 966
No. of Strategies 3
Minimum Investment Rs.50 Lakh
Experience 14 Years

ValueQuest PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Mr. Ravi Dharamshi

Founded In (year)

2010

Why Invest in ValueQuest PMS?

Investing in PMS can be a great opportunity, only if you choose the company wisely.

Always remember, you are investing your hard-earned money, but many companies don’t give a second thought about that and invest in risky strategies to fill their coffers.

ValueQuest Portfolio Management Services is known for customer-friendly services, and they manage their customers’ investments as if they were their own.

These are the reasons people are drawn to ValueQuest PMS.

  • The company offers two strategies to receive excellent returns. Customers receive a 36.21% 1-year return on average.
  • With 13 years of experience in the industry, ValueQuest recognizes new opportunities when they see one. Their investment approach is innovative yet safe.
  • Customers pay just 2.5% of Fund Value as a fixed fee and 1.50% of Fund Value as a variable AMC, and both of these fees are reasonable.
  • The company offers early exit options for all three types of investment periods. You don’t have to worry about being unable to re-invest if you change your mind about any PMS investment.
  • Investing with ValueQuest is simple and takes little time, and company support is always available to resolve any investment issue.

ValueQuest Portfolio Management Service Performance or Returns

1 Year Return

36.21%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

44.31%

Nifty 50 - 3 Year Return

20.15%

5 Year Return

21.14%

Nifty 50 - 5 Year Return

11.52%

ValueQuest PMS Returns are lucrative and one of the highest in the market. They offer two strategies that produce different returns, and the returns also depend on the duration of the investments.

Let’s compare the returns with the Nifty 50 benchmark the company uses. The 1-year Return of ValueQuest is 36.21%, while Nifty 50 offers 10.74% 1-year returns.

The gap between these two returns seems astonishing, but rest assured that it is true. The 3-year return offered by the company is 44.31%, and Nifty 50 offers 20.15% 3-year returns.

The 5-year return rates of ValueQuest are also equally impressive. They offer 21.14% 5-year returns, but Nifty 50 produces just 11.52% for the same period.

ValueQuest PMS Commission, Charges or Fees

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%

If a PMS provider charges you high rates for their services, you will pay thousands since your investment amount is quite large.

ValueQuest PMS Commission is reasonable and doesn’t rob customers of their money. They have a fixed fee structure for all investors.

You pay 2.5% of the total asset under management as a fixed fee and pay this amount yearly.

The Variable AMC charged by the company is 1.50% of your total fund value, and the Variable Profit Sharing amount is 15%, but only if you make more than 10% Profit.

They have a fixed 1% exit load for the first, second, and third years.


Best Strategies by ValueQuest Portfolio Management Services

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

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.1272.78 Cr. Rs.974.61 Cr. Rs.49.61 Cr
No. of Stocks 21 22 17
1 Yr. Return 53.13% 53.30% 43.61%
3 Yr. Return 33.47% 37.50% NA
5 Yr. Return 25.65% 29.70% NA
Fund Manager Not Disclosed Not Disclosed Not Disclosed

The ValueQuest Portfolio Managers Strategy is data-driven, innovative, and follows a strict risk management protocol.

They have two strategies in place to produce excellent returns for the investors. However, the 3-year returns and 5-year returns of these strategies are very different.

Growth

The Growth strategy was introduced in 2010 when the company was founded. This strategy is for investing in multi-cap segments and producing 53.13% 1-year returns.

The 3-year and 5-year returns are 33.47% and 25.65%. It uses the S&P BSE 500 as its benchmark, and the AUM is Rs. 1272.78 Crore. The company has 23 stocks under this strategy.

Platinum

The Platinum strategy was created in 2014. Similar to the Growth strategy, it also targets multi-cap segments for investments and uses the S&P BSE 500 as its benchmark.

The total AUM is Rs.974.61 Crore, and it has 22 stocks. You will receive a 53.30% 1-year return and an 37.50% 3-year return from this strategy, but the 5-year return numbers are not published.

Top Fund Managers of ValueQuest PMS

#1

Mr. Ravindra Dharamshi

#2

NA

#3

NA

#4

NA

#5

NA

ValueQuest PMS Fund Managers must maximize customer profit while safeguarding their investments.

Mr. Ravi Dharamshi, the current fund manager of ValueQuest, is also the company’s founder. Growth and Platinum strategies are both managed by him.

Mr. Ravindra Dharamshi

Mr. Ravi Dharamshi completed his MBA from McCallum Business School. After graduating, he interned at Salomon Smith Barney and joined the RARE Enterprises.

He was primarily involved in research and private equity deals for 20 years. When he founded ValueQuest in 2010, he took up the company’s CIO post.


ValueQuest Portfolio Managers SWOT Analysis

Read this SWOT analysis before you invest in ValueQuest Portfolio Management.

Check out the company’s strengths, weaknesses, opportunities, and threats to understand how much profit you can make from the investment in the future.

Strengths

  • The company offers beneficial returns for customers, and more customers are drawn to PMS companies that help them make money quickly.
  • The fees of this PMS company are reasonable. Companies that charge high fees often see customers reject their services.
  • The fixed exit load of ValueQuest is a popular feature among customers.
  • The company returns are often two to three times higher than the benchmark’s.
  • Their strategy is to invest in multi-cap segments. This is an investment strategy that creates stable return rates.

Weaknesses

  • The active client number of the company still needs to be higher. New customers might get discouraged by seeing this number.
  • The company has 13 years of experience, but PMS services operating for a more extended period have more name recognition. Name recognition creates public trust in a company.
  • They offer only two strategies for investments and focus on multi-cap investments. Many customers look for variety and options when searching for a suitable PMS provider.

Opportunities

  • The company has seen stable growth with its strategies, which means its investment models work. They should now introduce more strategies to appeal to the more experienced investors.
  • Technological advancement has made investing in the share market an easy process. As a result, more people than ever are investing large sums of money.
  • If the company can draw more NRI investment, its total AUM will grow considerably.

Threats

  • Inflation makes people invest less because their savings decrease.
  • The entire share market can be affected by any sudden market upheaval. If customers lose money, it is unlikely they will make similar investments.
  • The company is already facing extreme competition and has a relatively small number of active clients. If competition increases, it might severely curb the number of new clients.

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Investment Facilities provided by ValueQuest Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Not Allowed

Switch Charges

1.3% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

1% within 1st Year

PMS companies draw attention to their services by giving exciting facilities.

ValueQuest Portfolio Management Features help customers make investments more efficiently and help them get high returns.

The company doesn’t allow custom strategy or strategy switches. However, unlike many other companies, they enable discretionary and non-discretionary investments.

NRI Investment is also allowed. The Switch Charge is only 1.3% of the Fund Value, and the Early Exit Charge is also low. You pay only 1% if you exit within the first year of investment.

ValueQuest Portfolio Management 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 Services include customer support. All customers receive Call Support on all working days.

Email Support is also available, and you will get a quick reply. The Dedicated RM Support can help you with investment choices and increase your total profit.

The company offers dedicated RM support completely free of charge.

Support through chat is unavailable, and you won’t be able to talk to the fund managers directly, but those aren’t make-or-break deals for traditional investors.

All customer issues are generally resolved within seven working days, but the company claims the actual time frame is even smaller.

ValueQuest PMS Dashboard Link

Web Platform

ValueQuest PMS Dashboard gives you online access to your account to check your profit, investment strategies, and other details.

The only issue is they don’t have any dashboard app, and customers need to use a web platform to access the dashboard.

It would help if you used premium anti-virus software to protect your data before you log in from a browser. Click on the link provided above to access your dashboard.

The company claims they have employed modern technology, and your dashboard will give you instant updates about your investments.

All customers are encouraged to contact customer care if they face issues accessing the dashboard.


ValueQuest PMS Login

We have already discussed that dashboard access can help you increase your profit and manage your investments more efficiently.

When you sign up with the company and make an Investment, they will give you ValueQuest PMS Login details so that you can immediately check your investment status.

This login information should be kept safe, and you should not provide these sensitive details to anyone else. Remember that the company will never call you and ask for your login details.

That is a method often used by scammers to steal your login information.

ValueQuest PMS Review or Ratings by Finec.in

Overall Rating

8.25 / 10

Portfolio Performance

8.46 / 10

Support

8.13 / 10

Facilities

8.21 / 10

Charges

8.04 / 10

Experience

8.42 / 10

ValueQuest Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000003724

Contact Person

HITEN VIRCHAND GALA

Email ID

info@valuequest.in

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


How to Invest in ValueQuest PMS?

After reading all the company’s benefits, returns, and features, consider investing with them.

If that is the case, we are happy to inform you that investing with ValueQuest is a simple process that is not time-consuming.

To invest in ValueQuest Portfolio Management, you must pass the set of eligibility criteria created by the company.

If you pass these three eligibility criteria, you can invest with ValueQuest.

  • You must be 18 years old
  • The minimum investment amount is Rs. 50 Lakhs
  • Only Indian citizens and Non-Resident Indians are allowed to invest with the company

You need to provide these details when you invest with ValueQuest.

  • Mandatory PMS Agreement
  • POA
  • PAN details
  • DEMAT account information
  • Address proof (Aadhar)

The company takes only a few days to open your account after you submit all the details accurately. You can contact customer care if you face any issues or have questions about the investment process.

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ValueQuest PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with ValueQuest Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory


ValueQuest PMS – Conclusion

Investing with PMS is gaining popularity, especially among people ready to invest a large sum.

ValueQuest PMS will give you the high returns, reliability, beneficial features, and support you desire from a PMS provider.

The company offers a 36.21% 1-year return and charges a 2.5% fixed fee on your Fund Value, which is excellent. They also allow early exit no matter the have an investment duration.

Choose a strategy that aligns with your investment patterns, and you will be happy with the investment performance.


FAQs on ValueQuest Portfolio Management

Here is the list of FAQs related to the ValueQuest Portfolio Management Services.

Which is the Best Strategy for ValueQuest PMS?

ValueQuest offers two strategies to its customers, and both have high return rates. Choose the one that best fulfils your interests and vision.

The Growth strategy provides a 36.23% 1-year return, while the Platinum strategy offers a 36.19% 1-year return. Both of them invest in multi-cap segments.

What is the Minimum Investment in ValueQuest PMS?

PMS investment amount is often much higher than mutual fund investments, and there is also a minimum investment amount for the customers.

For ValueQuest, the minimum investment must be Rs. 50 Lakhs.

What is the Return of ValueQuest PMS?

The average 1-year return of ValueQuest is 36.21%. They offer two strategies, and your returns depend on your chosen strategy.

For the Platinum strategy, the 1-year return is 36.19%, and for the Growth strategy, it is 36.23%.

Is ValueQuest Portfolio Management good?

ValueQuest is one of the most reliable PMS companies and offers excellent returns. They provide helpful features to the customers, and the yearly charges are low.

What is the fixed commission of ValueQuest PMS?

ValueQuest PMS’s fixed annual fee is 2.5% of the customer’s fund value.

Is a Demat account mandatory for ValueQuest Portfolio Managers?

A DEMAT account is compulsory for PMS investments, and you must give the account details to ValueQuest when you sign up with them.

What are the Exit Charges of ValueQuest Portfolio Management?

ValueQuest portfolio management services charge a fixed exit load. You pay 1.00% of your fund value as an exit charge, no matter the duration of the investment.

Who are the current fund managers of ValueQuest PMS?

ValueQuest PMS currently has one fund manager, Mr. Ravindra Dharamshi. He is also the founder of the company and the CIO.

What is the AUM of ValueQuest Portfolio Management Service?

ValueQuest Portfolio Management Service has Rs. 7061.02 Crore Asset under management.

Do ValueQuest Portfolio Managers Charge Variable Commissions?

Customers pay 1.50% of the investment amount as ValueQuest PMS Variable Commission.


 

Customer ratings and reviews of ValueQuest PMS

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