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Valuequest Investment Advisors Pvt Ltd
Valuequest Investment Advisors Pvt Ltd

Valuequest Investment Advisors Pvt Ltd

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AUM 17,943.63 Cr
(As on Oct, 2025)
No. of schemes2
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About Valuequest Investment Advisors Pvt Ltd

Valuequest Investment Advisors Pvt Ltd manages assets worth Rs 17943.63 crores. Its current offering of PMS schemes includes 2 Multi Cap And Flexi Cap schemes.

bt_logoPORTFOLIO MANAGERS

Ravindra Dharamshi
Ravindra Dharamshi
  • Schemes managed 1
  • Total AUM ₹3,366.74 Cr
  • Highest return in 1 year +-5.41 %
Profile

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.

Sameer Shah
Sameer Shah
  • Schemes managed 1
  • Total AUM ₹1,814.09 Cr
  • Highest return in 1 year +-2.69 %
Profile

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.

bt_logoFund Manager Interview Video

"Mutual Fund Investment Guide 2026 | Detailed Analysis & Ratings Of India’s Top Schemes
Mutual Fund Investment Guide 2026 | Detailed Analysis & Ratings Of India’s Top Schemes40:28
"Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund
Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund19:21

bt_logoPMS SCHEMES

AUM (₹ Cr)
₹1,814.09 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
6 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
₹3,366.74 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
215 Out of 251
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the total AUM managed by Valuequest Investment Advisors Pvt Ltd ?
The total AUM managed by Valuequest Investment Advisors Pvt Ltd is ₹ 17,943.63 crores
What is the total number of schemes managed by Valuequest Investment Advisors Pvt Ltd ?
The total number of schemes managed by Valuequest Investment Advisors Pvt Ltd is 2
What is the best performing PMS scheme of Valuequest Investment Advisors Pvt Ltd in 1 year ?
The best performing PMS scheme of Nippon Life India Asset Management Ltd in 1 year is ValueQuest - Growth.
What is the best performing PMS scheme of Valuequest Investment Advisors Pvt Ltd in 3 years?
The best performing PMS scheme of Valuequest Investment Advisors Pvt Ltd in 3 years is ValueQuest - Growth