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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
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.
back-to-society
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
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.
driven-culture
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-consultancy
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-transparancy
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.
2007
02.
Ventured in PMS in Oct 2007.
2010
03.
100 Cr AUM hit in April 2010 and 100 client in FY10.
2015
04.
500 clients in FY 15.
2016
05.
500 Cr AUM hit in July 2016.
2017
06.
1000 Cr AUM hit in June 2017 and 1000 clients in FY 17.
2020
07.
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.

2020
Gearing up for our next leg of growth with new expanded team across functions.

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.

Ajay Sheth
Ajay Sheth
Founder & Director

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

Bharat Sheth
Bharat Sheth
Co-founder & Head of Equities

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

Aniruddha Sarkar
Aniruddha Sarkar
Chief Investment Officer

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

Jigar Shah
Jigar Shah
Co-head of Equities & Strategy

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

Hiten Sampat
Hiten Sampat
Chief Compliance Officer

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

Shankar Gopalan
Shankar Gopalan
Chief Distribution Officer & Head of Sales

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