Asset manager · Mumbai, India
Valuequest Investment Advisors Private LTD
SEC-registered investment adviser · CRD 331389 · SEC 801-131909
At a glance
Valuequest Investment Advisors Private LTD is an SEC-registered investment adviser based in Mumbai, India, with $2.2 billion in regulatory assets under management as of its Form ADV filed July 31, 2026. Its largest client group by assets is sovereign wealth funds and foreign official institutions, and it reports 1,757 individual clients. By Form ADV it is a asset manager, ranked 1,014th of 3,218 asset managers and 3,441st of 17,210 SEC-registered advisers by assets.
Main office +02269925500valuequest.inLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.2B
- Rank among asset managers
- #1,014 of 3,218
- Rank among all SEC RIAs
- #3,441 of 17,210
- Individual clients
- 1,757
- High-net-worth clients
- 0
- Accounts
- 1,892
- Discretionary
- 100% of AUM
- Employees
- 103
- Advisory staff
- 18
- Offices
- 2
Owners and executives on its Form ADV
- Ravindra R. DharamshiDirector, Shareholder and Chief Investment Officer
- Hemang R. DharamshiShareholder
- Aniket H. DharamshiDirector and Shareholder
- Hiten V. GalaChief Compliance Officer and Shareholder
- Chirag C. ShahChief Strategy Officer and Shareholder
- Sameer J. ShahDirector and Shareholder
- Deepak RamachandraChief Executive Officer
- Kunal J. ChandawallaChief Operating Officer
- Himanshoo G. BoharaChief Financial Officer
- Hemanti G. WadhwaHead- Legal, Compliance and Secretarial
- Chirag M. ShahIndependent Director
- Darius D. PandoleIndependent Director
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Sovereign wealth funds and foreign official institutions | 1 | $1.1B | 52% |
| Individuals | 1,757 | $454M | 21% |
| Pooled investment vehicles | 5 | $421M | 19% |
| Corporations or other businesses | 129 | $178M | 8% |
Private funds
Valuequest Investment Advisors Private LTD reports 2 private funds with $42M in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Valuequest Investment Advisors Private LTD reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗valuequest.in ↗
AtlasMembers
The full record on Valuequest Investment Advisors Private LTD
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
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- Growth over one, three and five years
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- Rank against 901 peers of its type and size
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- Owners and executives, with titles and stakes
- 12 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
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Background
Questions
How much does Valuequest Investment Advisors Private LTD manage?
Valuequest Investment Advisors Private LTD reports $2.2 billion in regulatory assets under management across 1,892 accounts, 100% of it on a discretionary basis, on its Form ADV filed July 31, 2026.
What kind of firm is Valuequest Investment Advisors Private LTD?
Valuequest Investment Advisors Private LTD is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Valuequest Investment Advisors Private LTD’s clients?
By assets, its largest client types are sovereign wealth funds and foreign official institutions ($1.1 billion, 1 clients); individuals ($454 million, 1,757 clients); pooled investment vehicles ($421 million, 5 clients).
Does Valuequest Investment Advisors Private LTD manage private funds?
Yes. It reports 2 private funds with $42 million in gross assets, including other private funds.
Does Valuequest Investment Advisors Private LTD have any disciplinary history?
Valuequest Investment Advisors Private LTD reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Valuequest Investment Advisors Private LTD’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →