Valuequest Investment Advisors Pvt. Ltd. • Equity
ValueQuest Platinum is an equity portfolio management service (PMS) strategy run by Valuequest Investment Advisors Pvt. Ltd., launched on 24 Jul 2014. As of 30 Sep 2026, it manages ₹3,451 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +9.00% over 1 year, +11.18% over 3 years and +15.16% over 5 years (+18.35% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 1.98 percentage points ahead of its benchmark. Its 3-year return ranks 235th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by RAVINDRA DHARAMSHI.
Ranked nearby on 3-year return: SiMPL Multi Cap Value Portfolio (+11.23%), Prosperity Discovery Fund (+11.20%), 2Point2 Long Term Value Fund (+11.17%), Alphabets (+11.16%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -4.05% |
| 3 Months | +1.99% |
| 1 Year | +9.00% |
| 3 Years | +11.18% |
| 5 Years | +15.16% |
| Since Inception | +18.35% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callValueQuest Platinum has a 1-year return of +9.00%, a 3-year return of +11.18%, a 5-year return of +15.16% and +18.35% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, ValueQuest Platinum returned +15.16% against +8.91% for the BSE 500 TRI, 6.25 percentage points ahead. Over 3 years it returned +11.18% against +9.20%; Over 1 year it returned +9.00% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, ValueQuest Platinum's 3-year return of +11.18% ranks 235th as of 30 Sep 2026.
ValueQuest Platinum is managed by RAVINDRA DHARAMSHI at Valuequest Investment Advisors. The strategy manages ₹3,451 Cr of client assets as of 30 Sep 2026.
ValueQuest Platinum manages ₹3,451 Cr of client assets as of 30 Sep 2026.
The minimum investment for ValueQuest Platinum is ₹50 Lakhs.
ValueQuest Platinum was launched on 24 Jul 2014. It has a 12-year track record.
Description
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