Sameer Shah is a registered investment advisor at Valuequest Investment Advisors Private LTD, based in Mumbai. Sameer 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
Kohinoor Square Business Park, B - 4101, 41st Floor,Nc Kelkar Marg, Shivaji Park, Dadar (W), Mumbai, 400028
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Regulatory History
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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Sameer is a designated partner in Quest4value Investment Managers LLP, an investment manager to a SEBI registered Category II Alternative Investment Fund, since October 2024. He spends minimal time on this activity, primarily as an authorized signatory and is not involved in day-to-day administration or fund management.
Employment History
Current Registrations
Valuequest Investment Advisors Private LTD
State Registrations1 state
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.