Valuequest Investment PMS – Review, Strategies, Returns, Charges & more

Valuequest Investment PMS is a leading financial service provider. It is a SEBI-registered PMS house that involves boosting and safeguarding the inherent portfolio of the clients for the long term.

Let’s have a detailed discussion of Valuequest Investment Portfolio Management Services, its strategies, commission model, investment slabs, returns, benefits and more.

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Overview of Valuequest Investment Portfolio Management Services

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

Valuequest Investment is a very popular and well-known portfolio management service provider group. It is a private PMS service offering company established by Ravi Dharamshi in the year 2010. The headquarters of the broking house is located in Mumbai, Maharashtra.

Most importantly, Valuequest Investment is greatly known in the market due to its Portfolio Management Service model. Its PMS model is handled by experienced and professional fund managers.

Now, we will discuss the Valuequest Investment portfolio management service company review, its PMS returns, PMS charges and more.

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Types of Valuequest Investment PMS

There are 2 types of Valuequest Investment Portfolio Management Services –

Valuequest Investment is a highly popular PMS house. It facilitates two types of portfolio management services including- discretionary portfolio management service and non-discretionary portfolio management service.

Generally, there are numerous clients or investors who prefer the discretionary PMS type as in this the whole investment portfolio is managed and handled by the portfolio managers of the company.

While many other investors opt for non-discretionary PMS where they consult any consultancy firm to get the right advice for making investments.

Valuequest Investment PMS Fund Managers Details

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

Valuequest Investment PMS has gained a good reputation in the stock market for PMS service offerings. The company has a wide list of portfolio managers who handles its PMS business.

The highly qualified and professional portfolio manager of the company is Ms Sameer Shah who has an experience of 11 years in the portfolio management field. He is qualified with CA.

Generally, the fund managers of Valuequest Investment PMS hold an AUM of USD 16 billion and handles 273+ clients. The investment tenure for the PMS house is a minimum of 4 years.

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Valuequest Investment PMS Strategies

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

Valuequest Investment PMS is a popularly known financial solutions-providing group. The strategy of the PMS house is described below

ValueQuest – Agile

Invest in this portfolio with a 1 to 3 years rolling view. This follows a Market-cap agnostic approach. Another very essential factor of this portfolio is that it can be customized by the clients.

Agile is a concentrated portfolio containing just 8 to 10 stocks that have the potential to garner substantial earnings on the investment over a long-term period.

ValueQuest – Growth

The fund fulfills the same objectives as its name, Growth. By investing in a variety of equities, this fund provides exposure and lets investors explore a variety of equity opportunities in one comprehensive model.

The investment will be made long-term, like most of the portfolios, and it will reap unexpectedly high results in favor of the customers.

ValueQuest – Platinum

This is a mid-cap and small-cap portfolio investment aspect which will create value for the investor. It offers high small-cap exposure along with mid-cap. The fund is managed by a highly experienced fund management team who will sharply work on the portfolio and make it efficient in every possible way.

This is a concentrated portfolio and does not invest in a very large bunch of stocks.

Valuequest Investment PMS Returns / Performance

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

The Valuequest Investment PMS return rate is quite attractive. The company is capable of beating around 10+ years of MFRs.

The Valuequest Investment PMS return rate for 1 year is -1.71%, for 2 years is 33.62%, for 3 years is 32.17%, and for 5 years is 13.31%. And since inception is around 17.09% CAGR.

The strong and healthy return rate makes the company the most popular in the stock market.

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Valuequest Investment PMS Investment Plans

The given table is providing details about the Valuequest Investment portfolio management service investment plans.

Valuequest Investment PMS is a leading company in India. It avails four types of investment slabs for investors. The bronze investment plan of the company ranges between Rs. 25 lakh to Rs. 50 lakh.

It’s a silver investment plan ranging from Rs. 50 lakh to Rs. 1 Cr. The gold investment plan of the company is between the range of Rs. 1 Cr. to Rs. 5 Cr. And platinum investment plan is for more than Rs. 5 Cr.

Since the Valuequest Investment PMS facilitated all types of investment slabs, it has several commission models also.

Valuequest Investment PMS Fee Structure or Commission Slabs

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

Valuequest Investment is a well-known and popular-most PMS house available in the country. It has 3 types of commission models to offer its investors or clients.

Valuequest Investment PMS Prepaid Commission

With the prepaid commission model, the clients or investors will be needed to pay management fees in advance, before the actual tenure starts. The prepaid commission model is designed with low commission charges in comparison to other commission models.

The Valuequest Investment prepaid commission model normally depends on the total investment value.

In the prepaid commission model, if the total investment amount is between Rs. 25 lakh to Rs. 50 lakh, the commission charges will be 1.33% of the total investment amount.

If it is between the range of Rs. 50 lakh to Rs. 1 Cr., the management fees will be 1.22% of the total investment amount.

If the investment amount is between the range of Rs. 1 Cr. to Rs. 5 Cr, the commission charges will be 1.02% of the total investment amount.

And for above Rs. 5 Cr. of investment value, the commission payout will be 0.82% of the total investment amount.

Valuequest Investment PMS Volume% Commission

The Valuequest Investment volume % commission model relies on the number of transactions done by the portfolio manager.

Moreover, it is also dependent on the market situation and other investment factors. Such kind of commission slabs normally raises commission payout.

In the volume % commission model, if the transaction volume ranges between Rs. 25 lakh to Rs. 50 lakh, the commission payout will be 0.110% of the total transaction volume.

If the transaction volume is in the range of Rs. 50 lakh to Rs. 1 Cr., the commission payout will be 0.105% of the total transaction value.

If the transaction volume is in the range of Rs. 1Cr. to Rs. 5 Cr., the commission charges will be 0.095% of the total transaction volume.

For more than Rs. 5 Cr. Of transaction volume, the commission payout will be 0.080% of the total transaction volume.

Valuequest Investment PMS Profit Sharing% Commission

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

Valuequest Investment PMS profit sharing % commission model is known as the most appropriate and flexible commission model.

The investor or client is required to submit management fees only when the profit value is realised. This type of commission model usually leads to very low-risk factors and a high percentage.

The profit sharing % commission model is dependent on the performance of the investment portfolio. Normally, the profit sharing % commission slab is only provided to clients who are with the PMS house for 3 years or hold a very robust investment portfolio.

With the profit sharing% commission model if the profit amount is between the range of Rs. 2.5 lakh to Rs. 5 lakh, profit sharing will be 22.7% of the total profit generated.

If the profit value is between the range of Rs. 5 lakh to Rs. 10 lakh then the sharing of profit will be 21.7% of the total profit.

If the profit amount is between the range of Rs. 10 lakh to Rs. 50 lakh then the profit sharing will be 19.5% of the total profit. If the profit amount is more than Rs. 50 lakh then the profit sharing will be 18.0% of the total profit.

The PMS house usually designs the commissioners according to the requirement of the investors or clients. Similarly, it has designed the other charges structure for the clients which are described below.

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Valuequest Investment PMS Charges

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

Valuequest Investment PMS not only takes commission charges from its clients. It also has some other charges that are described below in detail-

• The PMS house charges management fees based on the commission model opted by the client.
• It has upfront fees which are between the range of 0.67% to 0.87% of total asset value.
• The brokerage charges levied by the clients are between the range of 0.007% to 0.017% of the total transaction value.
• The company also levies custodian charges ranging from 0.15% to 0.25% of asset value.
• Depository charges are charged between 0.15% to 0.25% of asset value.
• Exit load charges are charged according to the withdrawal duration as well as the withdrawal amount. If you withdraw the amount within 1 year then the charges levied will be between the range of 0.75% to 1.25% of the withdrawal value and if you cancel the amount post 1 month then no commission charges are levied by the company.

Valuequest Investment PMS Benefits

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

Valuequest Investment PMS is a well-known and reliable PMS house. The company has done wonders in the stock market by offering qualitative PMS services to all its clients.

The PMS house has various benefits listed below-

• The broking house provides a top-up facility as well as total back-office reports so that all the clients can get updates regarding their investment portfolio easily.
• Email and SMS update facility is also availed to the clients for their huge satisfaction.
• Also, flexible commission models and flexible investment plans are provided so that clients can conveniently choose according to their needs.
• The company has massive experience in the field of portfolio management.

Valuequest Investment PMS Customer Care

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

Valuequest Investment PMS is a popularly known broking company that offers qualitative PMS services with proper support. The support services of the PMS house included-

• The company allow the customer to call and email regarding any investment portfolio query.
• The broking house is also good at providing relationship manager support, is also provided for their convenience and satisfaction.
• The clients are allowed to call their fund manager directly 6 to 8 times a month to ask any serious questions.
• The issue resolving the TAT of the company is 12 working days.

Valuequest Investment PMS Conclusion

Valuequest Investment PMS is the best and top company available across India. The company avails portfolio management services for all types of investors at minimal commission charges.

If you are in search of a well-known PMS house, go for Valuequest Investment PMS and satisfy your financial needs with it.

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