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ValueQuest Vision

Valuequest Investment Advisors Pvt. Ltd.

1,034.48 CR AUM

ValueQuest Vision

ValueQuest Vision

Valuequest Investment Advisors Pvt. Ltd.

1,034.48 CR AUM

BSE 500 TRI
Benchmark
5yr 0mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
5yr 0mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

pranav mehta

Fund Manager
EQUITYStrategies

Pranav Mehta, based in Mumbai, MH, IN, is currently a Assistant Fund Manager at Valuequest Investment Advisors. Pranav Mehta brings experience from previous roles at Valuequest Investment Advisors and Khimji Kunverji & Co.. Pranav Mehta holds a 2012 - 2014 All 3 levels of CFA @ CFA Institute, USA. With a robust skill set that includes Auditing, Football, Financial Reporting, Cricket, Financial Analysis and more. Pranav Mehta has 2 emails on RocketReach.

Pranav Mehta, based in Mumbai, MH, IN, is currently a Assistant Fund Manager at Valuequest Investment Advisors. Pranav Mehta brings experience from previous roles at Valuequest Investment Advisors and Khimji Kunverji & Co.. Pranav Mehta holds a 2012 - 2014 All 3 levels of CFA @ CFA Institute, USA. With a robust skill set that includes Auditing, Football, Financial Reporting, Cricket, Financial Analysis and more. Pranav Mehta has 2 emails on RocketReach.

Purpose

The main object of the Investment Approach 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 stocks through bottom-up research based on sector developments, quarterly results, etc. Here our philosophy is to look for companies that have the capability to change league in terms of size. These stocks will be selected based on strength of balance sheet, management quality, product, and sales capabilities, etc. Time frame for investments for this Investment Approach will be rolling 5 years. Key risks include regulation and policy risk, management changes, execution risks.

Investment Approach v/s Benchmark Metrics

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1M IA return
24.41%
1M benchmark return
10.38%
Alpha
14.03%
1M Wealth multiple
1.24x

Investment Approach v/s Benchmark Performance

2026
2026
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Login to see the live performance and return

Wealth Creation Calculator

1M IA return
24.41%
1M benchmark return
10.38%
Alpha
14.03%
1M Wealth multiple
1.24x

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