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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