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About Us

A philosophy of #InvestorsFirst has enabled us to outperform the BSE 500 consistently since inception. VQ Platinum has been awarded 5-star ranking while VQ Growth has been awarded 4-star ranking, in PMS Bazaar’s PMS Ranking powered by CRISIL (as per PMS Bazaar PMS Ranking March 2022).

ValueQuest Institutional Research is setup

1995
1998

Ravi Dharamshi joins ValueQuest Research

Sameer Shah joins ValueQuest

2009
2010
  • VQ gets PMS license
  • VQ Growth: Flagship product launched

VQ Platinum: For Super HNIs launched

2014
2021
  • Received CRISIL 5-star rating
  • AUM crosses ₹1,000 cr
  • VQ Agile launched
VQ Agile Thumbnail
  • VQ Scale Fund filed
  • AUM crosses ₹4,000 cr
2022
  • Equities

    PMS | Cat II AIF filed with SEBI

  • ~ ₹4,000+ Cr

    (~ $500+ mn) AUM as on July 2022

  • 17.38 % Compounded

    TWRR since Oct' 2010 (post fees)*

  • 13 People

    research and fund management team

* Post fees returns as on 31st July 2022. Performance related information is not verified by SEBI.

It takes twenty years to build a reputation and 5 minutes to ruin it. If you think about that, you’ll do things differently.

- Warren Buffet

ValueQuest Videos

ValueQuest closes the gap between the investor and the equity markets by providing the unique outlook to portfolio management that can only come from being a successful investor.

Wealth creation comes with

  • Wisdom to see
  • Fortitude to hold
  • Courage to capitalise

Our record in picking key trends have borne fruit time and again. Being grounded in our research and thought process has helped us identify key trends early, and earned us the reputation of being good stock pickers.

The ValueQuest Edge

Research rigour
Wealth creation over AUM gathering
Long-term relationship built on fairness, trust, proactiveness
Investors First
Flexible, efficient and digital operations
Customized approach as against model portfolio approach
Concentrated portfolio approach

News, Views and Opinions

Lord Ganesha image
Lord Ganesha – The “OG Environmentalist”
Anti-fragile India in a Fragile World
Specialty Chemicals – Chemistry that is Priced to Perfection

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