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.

PMS Offer


Valuequest Investment PMS – Customer Ratings & Review

Find Client ratings of Valuequest Investment Portfolio Management Services –

Ratings
Returns Performance3.5 / 5
Services3.3 / 5
Charges3.4 / 5
Experience3.3 / 5
Strategies3.6 / 5
Client Support3.4 / 5
Overall Ratings3.4 / 5
Star Ratings★★★★★

Overview of Valuequest Investment Portfolio Management Services

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

Overview
Company TypePrivate
Registered LocationMumbai, Maharashtra
LeadershipMr. Ravi Dharamshi
Yr. of Establishment2010

Valuequest Investment is a very popular and well-known portfolio management service providing 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. It’s PMS model is handled by experienced and professional fund managers.

Now, we will have a discussion about 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 –

Types of PMS
DiscretionaryYes
Non-DiscretionaryYes

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 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 in order 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.

Fund Manager’s Details
NameMs. Sameer Shah
Experience10yrs
Highest QualificationCA
AUM (in Cr.)USD 16 billion
Number of Clients273
Investment TenureMinimum 3 yr.

Valuequest Investment PMS has actually 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 10 years in the portfolio management field. He is qualified with CA.

Generally, the fund managers of Valuequest Investment PMS holds AUM of USD 16 billion and handles  273+ clients. The investment tenure for the PMS house is a minimum of 3 years.


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Valuequest Investment PMS Strategies

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

Strategies
Large Cap StrategyYes
Diversified StrategyYes
Small – Midcap StrategyYes

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

VQ Approach

The company has a VQ Approach that presents that investing in stock or share markets is very similar to planting a seed and watching it to grow.

With this effective approach, the clients can invest in well-structured companies to rise up the value of their funds.


Valuequest Investment PMS Returns / Performance

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

Returns (CAGR)
3 Year10.2%
5 Year8.6%
7 Year10.5%
10 Year8.2%
11 Year Plus9.6%

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 3 years is 10.2%, for 5 years id 8.6%, for 7 years is 10.5%, for 10 years is 8.2%.  And for 11 years plus is around 9.6% CAGR.

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


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Valuequest Investment PMS Investment Plans

Below the given table is providing details about the Valuequest 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

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 ranges 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 are as follows-

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

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

Prepaid Commission (Yearly)
Investment – 25L – 50L1.33% of Investment
Investment  – 50L – 1 Cr.1.22% of Investment
Investment – 1 Cr. – 5 Cr.1.02% of Investment
Investment – 5 Cr. Plus0.82% of Investment

With prepaid commission model, the clients or investors will be needed to pay management fees in advance, prior to 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 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

Volume% Commission (Yearly)
Transaction Volume – 25L – 50L0.110% of Total Transaction Volume
Transaction Volume – 50L – 1 Cr.0.105% of Total Transaction Volume
Transaction Volume – 1 Cr. – 5 Cr.0.095% of Total Transaction Volume
Transaction Volume – 5 Cr. Plus0.080% of Total Transaction Volume

The Valuequest Investment volume % commission model totally relies on the number of transaction 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 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 between 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 between 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-

Profit Sharing% Commission (Yearly)
Profit Amount – 2.5L – 5L22.7% of Profit
Profit Amount – 5L – 10L21.7% of Profit
Profit Amount – 10L – 50L19.5% of Profit
Profit Amount – 50L Plus18.0% of Profit

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 factor and high percentage.

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

With 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-

Charges
Management FeesAs per commission model
Upfront Fees0.67% – 0.87% of Asset Value
Brokerage Charges0.007% – 0.017% of Total Transaction Value
Custodian Charges0.15% – 0.25% of Asset Value
Depository Charges0.15% – 0.25% of Asset Value
Exit Load – within 12 months0.75% – 1.25% of Withdrawal Value
Exit Load – post 12 monthsFree

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 on the basis of 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 levy custodian charges ranges from 0.15% to 0.25% of asset value.
  • Depository charges are charged between the range of 0.15% to 0.25% of asset value.
  • Exit load charges are charged according to the withdrawal duration as well as 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 withdrawal value and if you withdraw 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-

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

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 the clients.

The PMS house has various benefits listed below-

  • The broking house provides 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 model and flexible investment plan 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.

Customer Care
Call SupportYes
Email SupportYes
Chat SupportNo
Watsapp SupportNo
Relationship Manager SupportYes
Call to Fund ManagerYes – 6 to 8 Times a month
Issue Resolving TAT12 working days

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 in a month to ask any serious questions.
  • The issue resolving 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 any well-known PMS house, go for Valuequest Investment PMS and satisfy your financial needs with it.


Invest in Valuequest Investment PMS – Fill up the form Now!

Fill Your Details Here
  1. Invest in PMS / PCG


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