Vision & Mission
Our Vision
To compound value for our investors and thereby organically grow to reach the Top 5 pure play PMS players in India within the coming decade and do this while achieving consistency in generating superior returns.
Our Mission
To institutionalise our 30+ years of experience in navigating the complex maze of Indian Equities market and creating a framework for accelerated growth whilst retaining our culture of process driven outperformance.
Our Values
Customer focus
All our internal efforts are focused on creating sustainable long-term value for our customers. We strive to live a ‘customer first’ philosophy in all our actions, both internal and external.
Giving back to society
The larger scope of our focus is to make society a better place for its marginalised segment. Through Quest Foundation we aspire & strive to humbly serve them by way of making an impact through a judicious mix of activities encompassing education, healthcare and direct financial assistance.
Long term thinking
Our actions are oriented towards generating superior and sustainable long-term outperformance for all our clients. We believe in the power of long-term compounding. opportunity to grow investments in a significant manner.
Process driven culture
Our operating philosophy hinges on creating a process driven culture which helps form a meticulous framework that acts as a beacon of light and guides our stock picking in the turbulent waters of Indian equity markets.
Integrity & consistency
Integrity in both actions & spirit on a consistent basis is the main contributor towards being able to be consistent in our investment process & generating superior returns on a long term basis.
Trust through transparency
We strive towards achieving the highest standards of trust, and look towards furthering the trust our clients have imposed in us over the past 3 decades. For the same we believe in honest communication and encourage dialogue with all key stakeholders.
Our Behavioural Traits
Quality first
Process orientation
Passionate
Meticulous
Collaborative
Humane
Honest
Long haul play
Our Journey
1987
01.
Started off in research in year 1987.
Started off in research in year 1987.
2007
02.
Ventured in PMS in Oct 2007.
Ventured in PMS in Oct 2007.
2010
03.
100 Cr AUM hit in April 2010 and 100 client in FY10.
100 Cr AUM hit in April 2010 and 100 client in FY10.
2015
04.
500 clients in FY 15.
500 clients in FY 15.
2016
05.
500 Cr AUM hit in July 2016.
500 Cr AUM hit in July 2016.
2017
06.
1000 Cr AUM hit in June 2017 and 1000 clients in FY 17.
1000 Cr AUM hit in June 2017 and 1000 clients in FY 17.
2020
07.
Current AUM of app Rs 1300 Cr.
Current AUM of app Rs 1300 Cr.
Our Journey
1987
Started with bespoke equity research catering to FII, MF and Institutions
2007
Launched our first PMS offering, Quest Flagship PMS scheme.
2010
Our first 100 clients onboarded and our AUM crossed INR 100 Cr
2015
Quest family grows to 500+ investors.
2017
We crossed the 1000 investors mark and also INR 1000 Cr AUM.
2018
Got our AIF license and launched our AIF fund for select clients.
2022
Augmented team & launched our 2nd AIF offering, raising Rs 490 Cr of commitments
Our Leadership Team
Our investment team has a collective experience that spans over 100 years in the Indian equity markets and we bring on the table a diverse mix of educational background and experiences.
Our founding members are Mr Ajay Sheth & Mr Bharat Sheth. Mr Ajay Sheth has over 40 years of experience including over 30 years in the investment industry. Mr Bharat Sheth has around 35 years of experience in capital markets specialising in midcaps and small-caps and identifying them early on in their cycle.
Our core investment team also includes Mr Rajkumar Singhal who is our CEO & Head of Fixed Income, Mr Aniruddha Sarkar, who is the Chief Investment Officer & Fund Manager, Mr Rakesh Vyas who is the Co-Chief Investment Officer & Fund Manager and Mr Saurabh Patwa, who is our Head of Research. Other key personnel include Mr Hiten Sampat as the Chief Compliance officer and Mr Shankar Gopalan as our Head of Sales and Distribution. The core team is assisted by an experienced team of analysts who collectively track, monitor and evaluate various portfolio and non-portfolio companies.
Ajay Sheth
Founder Director
Mr. Ajay Sheth, a commerce graduate and cost accountant started off with bespoke equity...
Bharat Sheth
Founding Member
Mr. Bharat Sheth, a commerce graduate with an additional degree in Law comes...
Rajkumar Singhal
CEO
Mr Rajkumar Singhal brings with him over 27 years of experience in global...
Aniruddha Sarkar
Chief Investment Officer & Portfolio Manager
Mr. Aniruddha Sarkar is the CIO and Portfolio Manager at Quest Investment...
Rakesh Vyas
Co-Chief Investment Officer and Portfolio Manager.
Mr Rakesh Vyas has been active in capital markets for last 18 years...
Saurabh Patwa
Head of Research and Portfolio Manager
Mr. Saurabh Patwa heads the research team at Quest....
Shankar Gopalan
Chief Distribution Officer & Head of Sales
Mr Shankar Gopalan heads the sales and distribution initiatives at Quest...
Hiten Sampat
Chief Compliance Officer
Mr. Hiten Sampat heads our Compliance team and is a chartered accountant...