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Quest PMS (Portfolio Management Services) offers tailored investment solutions for High-Net-Worth Individuals (HNIs) and institutions seeking personalized portfolio management.

With a strong emphasis on research-backed value investing and leveraging its well-known QGLP (Quality, Growth, Longevity, and Price) investment philosophy, Quest Portfolio Management aims to deliver long-term capital appreciation.

Clients benefit from customized portfolios that align with their unique financial goals, risk appetite, and liquidity needs.

Experienced fund managers, supported by robust research teams, actively manage these portfolios, offering expertise and market insights.

Unlike mutual funds, Quest Portfolio Management Services offers direct ownership of securities in a segregated Demat account, providing transparency and control.

Quest PMS - Business Summary

Total AUM

Rs.1903.17 Cr.

Avg. 1 Year Return

8.64%

Active Clients

1023

No. of Strategies

2

Minimum Investment

Rs.50 Lakh

Experience

31 Years

Compounded Annual Returns of Quest Portfolio Management Services

1 Year

8.64%

Nifty 50 - 1 Year

9.02%

3 Year

10.68%

Nifty 50 - 3 Year

27.34%

5 Year

35.69%

Nifty 50 - 5 Year

22.60%

Quest PMS Charges or Fees

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

12% (if above 8% profit)

Exit Load 1st Year

1.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Quest PMS Strategies or Investment Approach

Strategy AUM 1 Year Return
Quest Flagship PMS Strategy Not Disclosed 1.76%
Quest Multi PMS Strategy Not Disclosed 15.51%

Top Fund Managers of Quest Portfolio Management

#1

Mr. Aniruddha Sarkar

#2

Mr. Rakesh Vyas

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Investment Solutions offered by Quest Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Not Allowed

Switch Charges

1.5% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

1% within 1st Year

Support provided by Quest Portfolio Management

Call Support

Available

Email Support

Available

Chat Support

Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 5 Working days

Quest PMS Dashboard or Backoffice Platform

Web Platform


Quest Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest in Quest PMS

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

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Quest Portfolio Manager - SEBI Details

SEBI Reg. No.

INP000001421

Contact Person

Harish Shiyad

Email ID

pms@questinvest.com

Telephone No.

022 2407 0493

Address

188/3, GURUKRUPA BUILDING, FIRST FLOOR,, JAIN SOCIETY,NEXT TO JAIN TEMPLE, SION (WEST),, MUMBAI, MAHARASHTRA, 400022

Starting Date

Oct 16, 2014

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