Vision & Mission
Our Vision
Our Mission
Our Values

Customer focus

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

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
Our Behavioural Traits

Quality first

Process orientation

Passionate

Meticulous

Collaborative

Humane

Honest

Long haul play
Our Journey
Started off in research in year 1987.
Ventured in PMS in Oct 2007.
100 Cr AUM hit in April 2010 and 100 client in FY10.
500 clients in FY 15.
500 Cr AUM hit in July 2016.
1000 Cr AUM hit in June 2017 and 1000 clients in FY 17.
Current AUM of app Rs 1300 Cr.
Our Journey
Launched our first PMS offering, Quest Flagship PMS scheme.
Our first 100 clients onboarded and our AUM crossed INR 100 Cr
Quest family grows to 500+ investors.
We crossed the 1000 investors mark and also INR 1000 Cr AUM.
Got our AIF license and launched our AIF fund for select clients.
Our Team
Our investment team’s collective experience spans over 130 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 28 years of experience in capital markets specialising in midcaps and small-caps and identifying them early on in their cycle.
Our other members of the core investment team comprise of Mr Aniruddha Sarkar who is the Chief Investment Officer & Portfolio Manager and Mr Jigar Shah who is the Head of Research and Strategy. 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 four analysts who collectively track, monitor and evaluate various portfolio and non-portfolio companies.

Mr. Ajay Sheth, a commerce graduate and cost accountant started off with bespoke equity...

Mr. Bharat Sheth, a commerce graduate with an additional degree in Law comes...

Mr. Aniruddha Sarkar is the CIO and Portfolio Manager at Quest Investment...

Mr. Jigar Shah co-heads equities & strategy. He brings with...

Mr. Hiten Sampat heads our Compliance team and is a chartered accountant...

Mr Shankar Gopalan heads the sales and distribution initiatives at Quest...