Val Q Investment PMS – Review, Strategies, Returns, Charges & more

Val Q Investment PMS is a SEBI registered PMS company established a few years back. And, it’s their team that should be credited for their swift success.

As of today, we’ll draft a detailed review of Val Q Investment Portfolio Management Services. And, our review will consist of several aspects like: –

  • Brief about their inception history. This part will include the details of their founders. And, it’ll even tell you about the year and place of their inception.
  • Description of all the PMS options they offer to their clients.
  • Brief about their fund managers. This part will consist all the details about their educative qualification. Moreover, it’ll even tell you about their experience.
  • Description of all the strategies they use for revenue building. And, we’re referring to the revenue for their clients. This part will detail about the entire implementation procedure. It’ll even tell you which strategy is suitable to certain investment needs.
  • Description of the expected returns they promise to deliver. This part will consist of all a detailed CAGR chart. And, this chart will explain the returns expected as per investment terms.
  • And more

PMS Offers


Val Q Investment PMS – Customer Ratings & Review

Find Client ratings of Val Q Investment Portfolio Management Services –

Ratings
Returns Performance3.2 / 5
Services3.1 / 5
Charges3.4 / 5
Experience3.3 / 5
Strategies3.2 / 5
Client Support3.1 / 5
Overall Ratings3.2 / 5
Star Ratings★★★★★

Overview of Val Q Investment Portfolio Management Services

Find a detailed overview of the Val Q Investment portfolio management service in the table given below-

Overview
Company TypePrivate
Registered LocationMumbai, Maharashtra
LeadershipAshit Kothari
Yr. of Establishment2014

Val Q Investment PMS was incorporated within the judiciary of Mumbai, Maharashtra. And, the year of their inception was 2014. Yes! That’s right, they were recently incorporated.

Ashist Kothari can be credited with the foundation of the company. His efforts and ideals have led the company to rise up quickly. And, still that’s not led them to slog over the past years.

In merely 5 years of existence, they’ve garnered many clients. In fact, their team has helped to deliver great results to the clients.

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


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Types of Val Q Investment PMS

There are 2 types of Val Q Investment Portfolio Management Services –

Types of PMS
DiscretionaryYes
Non-DiscretionaryYes

Val Q Investment PMS has never been too conservative about their approach. In fact, they tend to practice all that makes their clients happy.

And, that’s why they’ve got two types of PMS to offer to their clients. We’re talking about the discretionary and non-discretionary PMS. The first one is meant to ease the ways of the clients.

It puts the asset related decisive powers in fund manager’s hands. Thus, relaxing the clients post investment. This way the fund managers don’t need to bother the clients at all.

The second one, however, has different functionality. It requires the clients to be informed about their investments regularly. We’re referring to investment advisory.

Their permission is sought once informed about their investments and market situations. In other words, this type puts the decisive power onto fund clients’ hands. And, the clients’ engagement is often required.


Val Q Investment PMS Fund Managers Details

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

Fund Manager’s Details
NameAshit Kothari
Experience22 Years
Highest QualificationMIM
AUM (in Cr.)66 Cr.
Number of Clients53
Investment Tenure2-3yrs

Ashit Kothari, himself leads the PMS related decisions in the company. Being a MIM with 22 years of experience, the job suits him pretty well.

And, his leadership as a fund manager has led the company to rise up quickly. In fact, it’s only due to his efforts that the company has many clients.

He currently manages an asset worth 66Cr. And, the total number of clients he handles is 53. And, that’s not even the best part about his expertise.

In fact, he still can look after a lot more clients and assets. So, if you seeking his expertise then there’s only one way. you must invest with the company for at least 2-3 years.


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Val Q Investment PMS Strategies

The below table is providing details about the Val Q Investment portfolio management service strategies-

Strategies
Large Cap StrategyYes
Diversified StrategyYes
Small – Midcap StrategyYes

Val Q Investment PMS believes in smart investments. And, by smart, we mean informed. So, they tend to make a lot of research before investing on any portfolio.

However, that’s never stopped them from exploring new domains. In fact, they don’t confine their investment approach at all.

That’s why they invest upon small, mid and large cap portfolios equivalently. Nonetheless, stating only this will diminishing their investment strategies. So, here’s a complete glimpse into what they do: –

Val-Q Large-Cap Blue Chip Fund

As the name suggests, this is a large-cap investment-oriented fund. And, it seeks to generate long term capital appreciation. 20-25 large-cap stocks are selected for this strategy.

It’s more focused on company fundamentals. And, it invests on portfolios with strong balance sheets. The overall portfolio turnover is low.

So, it’s suitable for investors with less inclination towards high risk/volatility. Minimum investment tenure for this strategy is 3 years.

Val-Q Mid-Cap High Quality Find

This is an investment strategy that invests in mid and small-cap portfolios. The objective for this one is similar as the first strategy. It seeks to generate long term capital appreciation.

About 25-35 mid/small cap stocks are selected. They’re selected based on better growth prospects, due to better products/services.

The overall portfolio turnover is medium. And, it’s suitable for investors with high risk affinity. Minimum investment tenure for this strategy is 3 years.


Val Q Investment PMS Returns / Performance

The below table is giving details about Val Q Investment PMS returns and performance-

Returns (CAGR)
3 Year9.2%
5 Year7.8%
7 Year10.1%
10 Year9.2%
11 Year Plus8.5%

As you can see, the above chart is the representation of CAGR for the company. And, it’s divided into five major categories. So, the first category of 3-year investments fetches 9.2% CAGR.

The CAGR for 5-year investments is expected to be 7.8%. CAGR for 7-year investments is expected at 10.1%. Investments worth 10 years are supposed to fetch 7.8% CAGR.

And, the investments over 11 years are expected to fetch in 8.5% CAGR.


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Val Q Investment PMS Investment Plans

Below the given table is providing details about the Val Q Investment 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

Val Q Investment PMS tends to abide by the industry trends. In fact, they follow in all the trends that impact their clients directly.

This is one of the reasons why they have four distinctions for investments. We’re referring to their four investments plans. The first one is known as the bronze plan.

It’s confined for investments within 25L-50L. the second category is known as the silver plan. This is confined for investments worth 50L-1Cr.

Third one in line is known as the gold plan. This is subject to the investments within 1Cr.-5Cr. And, the last one is called platinum plan. This caters to all the investments over 5Cr.


Val Q Investment PMS Fee Structure or Commission Slabs

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

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

Val Q Investment PMS grants their clients with 3 distinct commission plans. And, the clients have the power to opt any one of the plans as per their convenience.

In fact, they’re even briefed about the charges corresponding to each plan beforehand. We’re referring to the prepaid, volume% and profit sharing commission plans.


Val Q Investment PMS Prepaid Commission

Prepaid Commission (Yearly)
Investment – 25L – 50L1.05% of Investment
Investment  – 50L – 1 Cr.1.00% of Investment
Investment – 1 Cr. – 5 Cr.0.95% of Investment
Investment – 5 Cr. Plus0.90% of Investment

The first commission plan they offer is known as the prepaid plan. As the name suggests, the commission in this paid in advance. And, that’s why the rates are a bit less.

There are four categories of commission rates based on investment plans. The first category is for bronze plan holders. It charges them with a rate of 1.05%.

Next is the category for silver plan holders. This one charges them at 1.00% commission rate. Third one is meant for gold plan holders.

They’re charged at 0.95% rate. And, the last one is for platinum plan holders. They’re charged at 0.90%.


Val Q Investment PMS Volume% Commission

Volume% Commission (Yearly)
Transaction Volume – 25L – 50L0.128% of Total Transaction Volume
Transaction Volume – 50L – 1 Cr.0.118% of Total Transaction Volume
Transaction Volume – 1 Cr. – 5 Cr.0.108% of Total Transaction Volume
Transaction Volume – 5 Cr. Plus0.098% of Total Transaction Volume

Volume% plan is next in line. This one charges the clients on the basis of transactions made. These are the transaction made by fund managers.

And, they’re made for the sake of the portfolio value increment. Even this has four categories as per investment plans. Bronze plan holders must pay a commission rate of 0.128%.

Silver plan holders are subject to 0.118% commission rate. Gold plan holders must pay 0.108% commission plan. And, platinum plan holders must pay 0.098% commission rate.


Val Q Investment PMS Profit Sharing% Commission

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

Profit Sharing% Commission (Yearly)
Profit Amount – 2.5L – 5L22.0% of Profit
Profit Amount – 5L – 10L21.5% of Profit
Profit Amount – 10L – 50L20.0% of Profit
Profit Amount – 50L Plus18.0% of Profit

This is most favorable amongst the clients. It requires a payment of commission post profit. Hence, the rates are a bit high. The bronze plan holders are required to pay 22.0% commission rate for this.

Silver plan holders are required to pay 21.5% commission rate. Gold plan holders are subjected to a rate of 20.5% commission. And, the platinum plan holders must pay off 18.0% commission.


Know Charges models of other Portfolio Management Service Providers

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Val Q Investment PMS Charges

The below-given table is giving information about Val Q Investment Portfolio Management Service Charges-

Charges
Management FeesAs per commission model
Upfront Fees0.68% – 0.93% of Asset Value
Brokerage Charges0.004% – 0.013% of Total Transaction Value
Custodian Charges0.18% – 0.36% of Asset Value
Depository Charges0.18% – 0.29% of Asset Value
Exit Load – within 12 months0.80% – 1.10% of Withdrawal Value
Exit Load – post 12 monthsFree

There are some other charges that you need to pay to the company apart from commission. And, here’s the complete list of them: –

  • Exit load at 0.80-1.10% in case of withdrawal within 12 months of investment.
  • Management fee as per the chose commission plan.
  • 68-0.93% of upfront fee on asset value.
  • 18-0.36% of custodian charges on asset value.
  • 18-0.29% of depository charge on asset value.
  • 004-.0.013% of brokerage charge on transactional value.

Val Q Investment PMS Benefits

Find the details about Val Q Investment 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

Val Q Investment PMS grants many benefits to their clients. And, we’ve mentioned the entire list below: –

  • The clients get to use the top-up facility. This allows them to increase their investment value as per convenience.
  • The clients are granted regular updates on their investment status. Ans, the media used for the updates are email and SMS.
  • The clients get regular reports on the performance of their portfolios.
  • The clients get to choose from many flexible commission and investment models.

Val Q Investment PMS Customer Care

The table given below is showing a detailed view of Val Q Investment PMS Customer Care.

Customer Care
Call SupportYes
Email SupportYes
Chat SupportNo
Watsapp SupportNo
Relationship Manager SupportYes
Call to Fund ManagerYes – 6 to 7 Times a month
Issue Resolving TAT18 working days

Val Q Investment PMS grants their clients with active customer care support. Here’s what they offer:

  • A relationship manager to guide the clients about the company’s approach.
  • Support over email and call.
  • Provision to call the fund manager 6-7 times a month.
  • Issue resolution promise of 18 working days.

Val Q Investment PMS Conclusion

On the whole, we believe that Val Q Investment PMS can be trusted with their experience and approach.


Invest in Val Q Investment PMS – Fill up the form Now!

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  1. Invest in PMS / PCG


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