Ravindra Dharamshi is a registered investment advisor at Valuequest Investment Advisors Private LTD, based in Mumbai. Ravindra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,056 clients with $2.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
2,056 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$2.2B

Fee Structure

Investment management only (planning not offered)

ValueQuest generally charges a management fee and may charge a performance-based fee. The management fee can be a fixed charge or a percentage of the value of your investments. The specific fees are subject to negotiation and are detailed in your investment management agreement. The management fee ranges from 0% to 2.5% per year of the value of your investments, plus applicable taxes. An exit load fee ranging from 0% to 3% of the amount redeemed may also apply if you withdraw your funds prematurely.

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Location

Kohinoor Square Business Park, B - 4101, 41st Floor,Nc Kelkar Marg, Shivaji Park, Dadar (W), Mumbai, 400028

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Ravindra is a designated partner of Quest4Value Investment Managers LLP and a member of the key investment team of the Fund. He dedicates about 10-20% of his time to this role, acting as an authorized signatory for certain LLP documents.

Employment History
Current Registrations
Valuequest Investment Advisors Private LTD
March 2025 - Present · 1 yr 2 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.