Quantum Advisors Private Limited

RIASEC RegisteredEst. 2009
Total AUM
$2.3B
Discretionary
$2.3B
100% of AUM
Avg account
$253M
Accounts
9
Employees
57
Advisory reps
11

Firm details

Headquarters
Mumbai,
CRD number
141476
Registered since
July 30, 2009
Custodians
CITI PRIVATE BANK
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • State / Municipal Government95.68%
  • Insurance Companies3.48%
  • Pooled Investment Vehicles0.44%
  • Individuals0.31%
  • Other0.09%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Quantum Advisors Private Limited operates as a foreign entity focused on portfolio management for both individuals and small businesses, as well as for larger institutions. Established in 2009, the firm has positioned itself as an active investor in environmental, social, and governance (ESG) initiatives. The firm employs a fee structure that includes a percentage of assets under management (AUM) along with performance-based fees. Quantum Advisors emphasizes a diversified investment strategy, allocating capital to various asset classes while maintaining a commitment to responsible investing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Cash & Cash Equivalents 5%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents5%

Owners & executives

1 of 1
  • Piyush Thakkar

    Piyush Thakkar

    Chief Executive OfficerCRD 5687859

Contacts

3 of 10
  • Afrid Wadia

    Afrid Wadia

    Head of OperationsCRD 6401614

  • Praveen Kadle

    Praveen Kadle

    Non-Executive DirectorCRD 7318393

  • Derek Brodersen

    Derek Brodersen

    Independent DirectorCRD 7777662

Unlock 7 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Mumbai, null

Location

Mumbai, null

Headquartered in Mumbai, null.

Address
1st Floor Apeejay House 3 Dinshaw Vachha Rd
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth