Valuequest Investment Advisors Private Ltd

RIASEC Registered

Total AUM

$2.2B

Discretionary

$2.2B

100% of AUM

Avg account

$1.2M

Accounts

1,892

Employees

103

Advisory reps

Firm details

Headquarters: Mumbai,
CRD number: 331389
Registered since: February 10, 2025
Website: www.valuequest.in
Custodians: CITI PRIVATE BANK, ICICI BANK LIMITED, KOTAK MAHINDRA, INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Sovereign Wealth Funds52.21%
Individuals20.62%
Pooled Investment Vehicles19.11%
Corporations / Businesses8.06%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Valuequest Investment Advisors Private Ltd. is a privately owned investment adviser that manages both individual/family and institutional relationships. The firm is registered with the SEC (registered in 2025) and operates as an investment manager and fund provider, delivering portfolio management across separately managed accounts and pooled vehicles. It charges both a percentage-of-AUM fee and performance-based fees, and identifies as an active ESG investor incorporated into its investment approach. Services explicitly include portfolio management for individuals and small businesses, for pooled investment vehicles, and for business or institutional clients.