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ValueQuest Platinum

ValueQuest Platinum is a Equity Portfolio Management Service launched by Valuequest Investment Advisors Pvt. Ltd. on July 2014. Managed by RAVINDRA DHARAMSHI, the fund holds ₹3428 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh. Trailing returns: -1.9% (1Y), 14.65% CAGR (3Y), 18.58% since inception. Performance data as of July 2026.

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ValueQuest Platinum

Valuequest Investment Advisors Pvt. Ltd.

3,428.11 CR AUM

ValueQuest Platinum

ValueQuest Platinum

Valuequest Investment Advisors Pvt. Ltd.

3,428.11 CR AUM

BSE 500 TRI
Benchmark
11yr 11mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
11yr 11mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

ravindra dharamshi

Fund Manager
EQUITYStrategies

Ravi Dharamshi's early interest in equities inspired him to return to India in 2002, post his MBA from McCallum Graduate Business School, USA. He has a cummulative experience of 23 years. As his first professional stint, he worked under the aegis of Mr. Rakesh Jhunjhunwala, who is one of the largest and most respected investors in India. He showed agility in understanding the pharma sector well before it was a recognized industry and worked on several technology and new-age businesses apart from some private equity deals. In 2007, he took charge of research at ValueQuest. In 2010 he metamorphosed ValueQuest into a professionally run SEBI-registered PMS firm. In his role as Chief Investment Officer, he oversees the firm's overall investment strategy and manages funds.

Ravi Dharamshi's early interest in equities inspired him to return to India in 2002, post his MBA from McCallum Graduate Business School, USA. He has a cummulative experience of 23 years. As his first professional stint, he worked under the aegis of Mr. Rakesh Jhunjhunwala, who is one of the largest and most respected investors in India. He showed agility in understanding the pharma sector well before it was a recognized industry and worked on several technology and new-age businesses apart from some private equity deals. In 2007, he took charge of research at ValueQuest. In 2010 he metamorphosed ValueQuest into a professionally run SEBI-registered PMS firm. In his role as Chief Investment Officer, he oversees the firm's overall investment strategy and manages funds.

What is this fund's investment objective?

The main object of the scheme is to invest in all equity and equity related instruments, debt instruments (including liquid funds, fixed deposits etc.) and securities listed or traded on any recognised stock exchange with emphasis on fundamentally sound, well researched companies having bright future prospect irrespective of market capitalization. The aim is to identify business tailwinds in a company / sector and capitalise on the same. Apart from core portfolio stocks complimented with young/new to market / turnaround stocks, portfolio can have access to exclusive deals, special situation opportunities. These stocks will be selected based on business tailwinds and superior risk reward. Time frame for investments for this scheme will be rolling 1-3 years. Key risks include regulation and policy risk, growth headwinds.

How has ValueQuest Platinum performed?

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Wealth Creation Calculator

1M IA return
8.28%
1M benchmark return
1.73%
Alpha
6.55%
1M Wealth multiple
1.08x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
8.28%
1M benchmark return
1.73%
Alpha
6.55%
1M Wealth multiple
1.08x

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