Valuequest Investment Advisors Private Ltd

RIASEC RegisteredEst. 2025

Total AUM

$2.2B

Discretionary

$2.2B

100% of AUM

Avg account

$1.1M

Accounts

2,056

Employees

Advisory reps

Firm details

Headquarters: Mumbai,
CRD number: 331389
Registered since: February 10, 2025
Custodians: CITI PRIVATE BANK, ICICI BANK LIMITED, KOTAK MAHINDRA, INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Sovereign Wealth Funds53.36%
Individuals22.45%
Pooled Investment Vehicles17.01%
Corporations / Businesses7.18%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Valuequest Investment Advisors Private Ltd is an investment adviser and fund provider that serves both individual/family clients and institutional investors. The firm offers discretionary portfolio management across individual accounts, pooled investment vehicles and institutional mandates, and charges both asset-based fees and performance-linked fees. It lists itself as an active ESG investor and operates under an individual ownership structure. The firm does not present itself as a capital allocator or a related adviser.