Valuequest Investment Advisors Private Ltd

RIASEC RegisteredEst. 2025

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 an SEC‑registered adviser that blends discretionary portfolio management for private clients and pooled vehicles with an allocation to alternative strategies. The firm serves both individual and institutional clients and operates as an “other” fund provider under individual ownership. Its advisory services cover direct portfolio management for individuals and small businesses, as well as management of pooled investment vehicles and mandates for businesses or institutions. Compensation includes both a percentage‑of‑AUM fee and performance‑based fees. The firm identifies as an active ESG investor, indicating environmental, social or governance factors are incorporated into its investment approach.