Explore our specialized
Portfolio Management Services (PMS),
designed for discerning investors to generate alpha.
Across all our PMS strategies, our purpose is consistent to deliver sustainable long-term capital growth and superior risk-adjusted returns.We achieve this by building concentrated portfolios of high-quality listed companies, identified through deep research and disciplined selection across market capitalizations.
We offer 2 distinct Portfolio Management Services tailored to different investment goals & risk profiles.
Our Objective
Our common objective to generate long term capital appreciation and Superior Risk Adjusted Returns for investors in the long run by creating alpha through selection of a basket of high-quality listed companies across market capitalizations.
Key Terms
| Category: | Minimum Investment: | Suggested Time Horizon: |
|---|---|---|
| Equity Diversified | Rs.50 Lakhs | Minimum 3 years |
Key Highlights
| Particulars | Quest Flagship | Quest Multi |
|---|---|---|
| Launch date | 12-Oct-07 | 3-Aug-14 |
| Benchmark | BSE 500 TRI | BSE 500 TRI |
| Bias (market cap) | Large caps | Market cap agnostic |
| Time-weighted rate of return (TWRR) (since inception) | 16.74% | 17.00% |
| Top three sectors | Consumer, Private Banks and Pharma & Healthcare | Private Banks, Consumer and Industrials |
| Top three sectors (% of total) | 47.4% | 42.0% |
Disclaimer: The datapoints and returns are as on 30th June 2025. The performance related information provided is not verified by SEBI. Returns are calculated on TWRR basis and are post all expenses and fees.
Onboarding Options: Regular and Direct
We offer clients two convenient onboarding routes for our PMS solutions:
We offer clients two convenient onboarding routes for our PMS solutions:
Our portfolios balance agility and patience identifying early growth opportunities while allowing value stories to mature fully. This harmony ensures alpha generation across diverse market environments.
Our deep understanding of financial fundamentals and analytical expertise enables us to identify undervalued opportunities and give them the time needed to reach their full value.
Under the direct option, clients are charged management and/or performance-based fees as per the PMS agreement, along with applicable portfolio operating expenses. There are no extra charges for choosing the direct route.