Valuequest Investment Advisors Private Ltd
- Regulatory AUM
- $2.2B
- Discretionary
- $2.2B
- Clients
- 1,892
- Avg AUM / client
- $1.2M
- Accounts
- 1,892
- Employees
- 103
AUM over time
Annual snapshots from Form ADV filings · as of Jul 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,757 | $454M | 20.6% |
| Pooled investment vehicles (non-investment companies) | 5 | $421M | 19.1% |
| Sovereign wealth funds and foreign official institutions | 1 | $1.1B | 52.2% |
| Corporations and other businesses | 129 | $178M | 8.06% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Sameer Jyotindra Shah | Registered representative | Mar 2025 (1y) | ||
| Ravindra Raichand Dharamshi | Registered representative | Mar 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/01/2026 | 1.47 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Citibank $1.1B (52% of AUM) Jul 2026
- Icici Bank Limited $368M (17% of AUM) Jul 2026
- Kotak Mahindra Bank Limited $212M (10% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 31, 2026.
View current Form ADV (SEC/IAPD) ↗