Quest Investment Advisors PMS – Review, Strategies, Returns, Charges & more

Quest Investment Advisors PMS is a thirty years old Portfolio Management company with loads of accolades under its sleeves.

The firm has more than seven hundred clients across various backgrounds and the number is growing every day.

The article below is a complete review of the Quest Investment Advisors Portfolio Management Services.

In this article, you will find all the details of the services provided by the firm, their charges, investment strategy, commission models, returns of the previous years they earned for the clients and lot more.PMS Offers


Quest Investment Advisors PMS – Customer Ratings & Review

Ratings
Returns Performance4.2 / 5
Services3.7 / 5
Charges3.4 / 5
Experience4.2 / 5
Strategies4.2 / 5
Client Support4.1 / 5
Overall Ratings4.0 / 5
Star Ratings★★★★

Overview of Quest Investment Advisors Portfolio Management Services

Find a detailed overview of the Quest Investment Advisors portfolio management service in the table given below-

Overview
Company TypePrivate
Registered LocationMumbai, Maharashtra
LeadershipMr. Ajay Sheth & Mrs. Bina Sheth
Yr. of Establishment1992

Quest Investment Advisors Portfolio Management Services has been running its business since the 1980’s end which is about three decades now.

The firm was founded by Mr. Ajay Sheth and their main focus was to provide investment research services to the SMEs and the MSMEs at the beginning.

Later Quest Investment Advisors PMS started serving every interested investor and now their clientele is of 700+ investors including corporates, NRIs investors, HNIs and family offices as well. In the year 2007. The firm registered under SEBI (Portfolio Managers) Regulations 1993.

Now, we will have a discussion about Quest Investment Advisors portfolio management service company review, its PMS returns, PMS charges and more.


Types of Quest Investment Advisors PMS

Types of PMS
DiscretionaryYes
Non-DiscretionaryYes

Quest Investment Advisors PMS provides both type of Portfolio management services that are – Discretionary and Non- Discretionary.

While the investors who are not that much aware of the market scenario or may have limited time to invest in the investment research choose the first kind of service, the other investors prefer to have later type of service where they just take the advice and then decide by themselves.


Quest Investment Advisors PMS Fund Managers Details

The table given below is providing the entire details about the fund manager of Quest Investment Advisors PMS company.

Fund Manager’s Details
NameMr. Bharat sheth
Experience25 years
Highest Qualification Bsc Economics
AUM (in Cr.)Approx 1300 Cr.
Number of Clients700+
Investment Tenure3yrs

The Quest Investment Advisors PMS Fund Manager, Bharat Sheth is having an extensive 25 years of experience in the field of investment research and services.

He holds a degree in economics which gives him the in-depth knowledge of the economy and the investment market as a whole.

He handles more than seven hundred clients and his average investment tenure is around 3 years. The amount of asset under his management is approximate Rs. 1300 crore. He is also the co-founder of the firm.


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Quest Investment Advisors PMS Strategies

The below table is providing details about the Quest Investment Advisors portfolio management service strategies-

Strategies
Large Cap StrategyYes
Diversified StrategyYes
Small – Midcap StrategyYes

Quest Investment Advisors PMS Strategies is known as THE INVERTED PYRAMID. The strategy follows investment research starting with the macroeconomy, factors affecting the markets, technological advancements in the sectors, prices of the commodities and the movements in the market as a whole.

This first section is known as the investment universe. Then it narrows down to the second section of the pyramid which is the focus list and it is the research of the businesses which are backed by solid management and who has integrity towards their shareholders.

The third and the last part of the pyramid is the portfolio which consists of certain businesses filtered from the last segment which have been trading at prices lower than their intrinsic value.

This investment strategy helps in reducing the churning of the portfolio to a greater extent and helps in tracking the portfolio easily.


Quest Investment Advisors PMS Returns / Performance

The below table is giving details about Quest Investment Advisors PMS returns and performance-

Returns (CAGR)
3 Year10.5%
5 Year6.8%
7 Year9.3%
10 Year11.5%
11 Year Plus13.5%

The Quest Investment Advisors PMS Returns for the last 10+ years are given in the above table as you can see.

So, from the table, we can observe that in the past three years the firm has performed well and provided an average 10.5% return to the clients.

Its 5 years return is 6.8% which is one of the crucial factors while deciding about your choice of PMS firm and it is a little lower than its peers in the market.

However, its 7-year return is 9.3% and 10-year return is 11.5% which shows that if you are thinking of investing for the long term you are going to get a good return.

The 11 years and above returns also establish the same fact with a 13.5% return.


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Quest Investment Advisors PMS Investment Plans

Below the given table is providing details about the Quest Investment Advisors portfolio management service investment plans.

Investment Plans
Bronze (25L – 50L)Yes
Silver (50L – 1 Cr.)Yes
Gold (1 Cr. – 5 Cr.)Yes
Platinum (5 Cr. Plus)Yes

There are four Quest Investment Advisors PMS Plans out of which you can opt for anyone. The Bronze Plan of this firm is for the investors who want to invest within the bracket of Rs. 25 to Rs. 50 lakhs.

For the investors with Rs.50 – Rs.1 crore of investment, silver plan is there. The Gold plan is for the investors with an investment amount of Rs. 1 crore to Rs. 5 crores and above Rs. 5 crores of investment will be under Platinum plan.

As you can see there are different brackets of investments and you can choose your plan accordingly the amount of investment you want to make.


Quest Investment Advisors PMS Fee Structure or Commission Slabs

Find the details about the types of commission models or fees structure offered by Quest Investment Advisors PMS house are as follows-

Commission / Fees Structure
Prepaid CommissionYes
Volume% CommissionYes
Profit Sharing% CommissionYes

The Quest Investment Advisors Portfolio Management Services Fee Structure includes prepaid commission, profit sharing as well as volume commission.

The Quest Investment Advisors PMS Commission depends on the amount of investment as well as the profit made for the investors by the fund manager apart from the prepaid commission on the amount of investment.


Quest Investment Advisors PMS Prepaid Commission

Prepaid Commission (Yearly)
Investment – 25L – 50L1.50% of Investment
Investment  – 50L – 1 Cr.1.42% of Investment
Investment – 1 Cr. – 5 Cr.1.21% of Investment
Investment – 5 Cr. Plus1.03% of Investment

The Quest Investment Advisors Portfolio Management Services Prepaid Commission starts from 1.50% of the investment made by the client when the investment is with the first bracket that is from Rs. 25 lakhs to Rs. 50 lakhs.

The prepaid commission goes down to 1.42% for the second investment bracket of Rs. 50 lakhs to Rs. 1 crore and further to 1.21% for the third bracket for Rs. 1 crore to Rs. 5 crores.

The final investment bracket that is for the platinum plan, the prepaid commission is 1.03% only.


Quest Investment Advisors PMS Volume% Commission

Volume% Commission (Yearly)
Transaction Volume – 25L – 50L0.16% of Total Transaction Volume
Transaction Volume – 50L – 1 Cr.0.145% of Total Transaction Volume
Transaction Volume – 1 Cr. – 5 Cr.0.13% of Total Transaction Volume
Transaction Volume – 5 Cr. Plus0.102% of Total Transaction Volume

The Quest Investment Advisors Portfolio Management Services Volume% Commission varies according to the investment bracket only.

So for the first bracket, it is 0.16% which is the highest and then it goes down to 0.145% for the silver plan investment bracket and then to 0.13% and then 0.102% for the final two investment bracket and the plans that are gold and platinum plans.


Quest Investment Advisors PMS Profit Sharing% Commission

The table given below is showing details about profit sharing% commission model-

Profit Sharing% Commission (Yearly)
Profit Amount – 2.5L – 5L23% of Profit
Profit Amount – 5L – 10L22% of Profit
Profit Amount – 10L – 50L21% of Profit
Profit Amount – 50L Plus20% of Profit

The Quest Investment Advisors PMS Profit Sharing Commission is highest for the bronze plan clients which is 23% of the profit made by the fund manager.

For the silver plan, the profit sharing commission is 22% and 21% for the gold plan. For the platinum plan for which the investment bracket is Rs 5 crore and above, the percentage of profit you need to share with the fund manager is 20%.


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Quest Investment Advisors PMS Charges

The below-given table is giving information about Quest Investment Advisors Portfolio Management Service Charges-

Charges
Management FeesAs per commission model
Upfront Fees1.0% – 1.4% of Asset Value
Brokerage Charges0.008% – 0.017% of Total Transaction Value
Custodian Charges0.21% – 0.31% of Asset Value
Depository Charges0.11% – 0.14% of Asset Value
Exit Load – within 12 months0.93% – 1.55% of Withdrawal Value
Exit Load – post 12 monthsFree or 0.35% of Withdrawal Value

The Quest Investment Advisors PMS Charges includes management fees which you read above. Along with that, there are few other charges like upfront fees which ranges between 1% and 1.4% of the value of the asset (investment).

The brokerage charges for the investment ranges from 0.008% to 0.017% and this is calculated on the total value of the transaction.

The custodian charges are from 0.21% to 0.31% of the asset value and 0.11% to 0.14% of asset value is the charges for the depository.

The Quest Investment Advisors Portfolio Management Services Charges also includes exit load which is within 0.93% to 1.55% of the amount withdrawn if it is done within 12 months from the date of investment.

If a withdrawal is made after 12 months, then the exit load is up to 0.35% while it can be free as well.


Quest Investment Advisors PMS Benefits

Find the details about Quest Investment Advisors PMS advantages in the table given below-

Benefits / Advantages
Top-up FacilityYes
Back office ReportsYes
Email UpdateYes
SMS UpdateYes
Watsapp UpdateNo
Portfolio ViewYes
Detailed ViewYes
Flexible Commission ModelYes
Flexible Investment PlansYes
Massive ExperienceYes

There are various Quest Investment Advisors PMS Benefits

  • Different plans for different investors and investment budget.
  • There are top-up facilities
  • You will receive back-office reports
  • The investor is always updated through email and SMS
  • You will receive a detailed view of your portfolio
  • The commission model is not that rigid
  • The firm has extensive years of experience

Quest Investment Advisors PMS Customer Care

The table given below is showing a detailed view of Quest Investment Advisors PMS Customer Care.

Customer Care
Call SupportYes
Email SupportYes
Chat SupportNo
Watsapp SupportNo
Relationship Manager SupportYes
Call to Fund ManagerYes – 10 Times a month
Issue Resolving TAT13 working days

The Quest Investment Advisors Portfolio Management Services Customer Care is available for the investors all the time for any assistance regarding the investment services.

The customer care executives can be reached via call or Email. There is a dedicated Relationship Manager for the investors, you can avail their services if you require.

You can call the fund manager multiple times in a month in regards to your investment but nor more than ten times in a month.

The turnaround time for resolving any issue with the clients is around 13 working days which is an average time taken by any other firm in the industry.


Quest Investment Advisors PMS Conclusion

The most important factor to include in the Quest Investment Advisors PMS Conclusion would be a number of years of experience it has and that is the main benefit which the investors receive.

In this investment industry, the experience is above everything and this firm also charges reasonable commission and has various investment plans for the clients.


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