Investment adviser · CRD 331389

VALUEQUEST INVESTMENT ADVISORS PRIVATE LTD

Investment adviser filing (IA)

MUMBAI, India · Form ADV filed Jul 31, 2026

Regulatory AUM: $2.2B
Client accounts: 1,892
Employees: 103
Advisory professionals: 18

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Sovereign wealth & foreign institutions	Fewer than 5	$1,149,169,999	52.2%
Individuals	1,757	$453,890,110	20.6%
Pooled investment vehicles	5	$420,650,471	19.1%
Corporations & businesses	129	$177,510,439	8.1%

Filing source

Form ADV 2121011 · Jul 31, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

VALUEQUEST INDIA G.I.F.T. FUNDOther Private Fund · Last reported Jul 31, 2026$40.7MGross asset value

Form D fundraising filings

ValueQuest India G.I.F.T. Fund

Fund administrator APEX FINCORE LLP GANDHINAGAR, India Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor S M L AND CO LLP MUMBAI, India

Custodian ICICI BANK LTD MUMBAI, India Related to adviser: No

Marketer ALPHABET SERVICES LLP MUMBAI, India Related to adviser: No

Marketer ALYSSA TECHNICONSULT PRIVATE LIMITED GURUGRAM, India Related to adviser: No

Marketer AMIT KUMAR JHA KOLKATA, India Related to adviser: No

Marketer ANAND RATHI INTERNATIONAL VENTURES (IFSC) PRIVATE LIMITED GANDHINAGAR, India Related to adviser: No

Marketer ANGEL ONE INVESTMENT SERVICES PRIVATE LIMITED MUMBAI, India Related to adviser: No

Marketer ANMOL INVESTMENTS MUMBAI, India Related to adviser: No

Marketer ANRA ENTERPRISES PRIVATE LIMITED MUMBAI, India Related to adviser: No

Marketer ANVASAAN INVESTMENT SERVICES LLP FATEHABAD, India Related to adviser: No

Marketer BEST DEAL FINANCIAL SERVICES PRIVATE LIMITED MUMBAI, India Related to adviser: No

Marketer BHANSALI SECURITIES PRIVATE LIMITED COIMBATORE, India Related to adviser: No

Marketer CAREVESTER FINANCIAL LLP MUMBAI, India Related to adviser: No

Marketer CENTRICITY FINANCIAL DISTRIBUTION PRIVATE LIMITED DELHI, India Related to adviser: No

Marketer CHETAN KISHOR SHAH MUMBAI, India Related to adviser: No

Marketer CHETAN NAVINCHANDRA SHAH MUMBAI, India Related to adviser: No

Marketer CLARITAS WEALTH AND DISTRIBUTION LLP MUMBAI, India Related to adviser: No

Marketer COMPASS FINSERVE LLP MUMBAI, India Related to adviser: No

Marketer DHANA VRUKSHA FINANCIAL SERVICES PRIVATE LIMITED CHENNAI, India Related to adviser: No

Marketer DINOSAUR FINANCIAL GROUP, L.L.C NEW YORK, New York, United States Related to adviser: No

Marketer EMKAY GLOBAL FINANCIAL SERVICES LIMITED MUMBAI, India Related to adviser: No

Marketer FINNOVATE FINANCIAL SERVICES PRIVATE LIMITED MUMBAI, India Related to adviser: No

Marketer FINWIZARD TECHNOLOGY PRIVATE LIMITED BENGALURU, India Related to adviser: No

Marketer FINYASA FINANCIAL SERVICES PRIVATE LIMITED KOLKATA, India Related to adviser: No

Marketer FUNDWISE FINANCIAL SERVICES PRIVATE LIMITED MUMBAI, India Related to adviser: No

Marketer GEOJIT IFSC LIMITED GANDHINAGAR, India Related to adviser: No

Marketer GRACE FINTECH LLP MUMBAI, India Related to adviser: No

Marketer GROWTHFINITI WEALTH PRIVATE LIMITED MUMBAI, India Related to adviser: No

Marketer HDFC BANK LIMITED-IFSC BANKING UNIT GANDHINAGAR, India Related to adviser: No

Marketer HEENA DHARMESH MEHTA MUMBAI, India Related to adviser: No

Marketer HEMEN KANTILAL CHANDARIYA MUMBAI, India Related to adviser: No

Marketer HEWEPRO CAPITAL PVT LTD NEW DELHI, India Related to adviser: No

Marketer IIFL CAPITAL SERVICES LIMITED MUMBAI, India Related to adviser: No

Marketer INCRED WEALTH AND INVESTMENT SERVICES PRIVATE LIMITED MUMBAI, India Related to adviser: No

Marketer INDUS PARTNERS MUMBAI, India Related to adviser: No

Marketer INGENIOUS CAPITAL VADODARA, India Related to adviser: No

Marketer IRAVATI WEALTH PRIVATE LIMITED PUNE, India Related to adviser: No

Marketer IRA WEALTH HYDERABAD, India Related to adviser: No

Marketer JIGNA KAUSHAL CHHEDA MUMBAI, India Related to adviser: No

Marketer JITIN JAIN NOIDA, India Related to adviser: No

Marketer JRK STOCK BROKING PVT LTD KOLKATA, India Related to adviser: No

Marketer J.R. LADDHA FINANCIAL SERVICES PRIVATE LIMITED MUMBAI, India Related to adviser: No

Marketer KARTIK AMRISH GANDHI (HUF) MUMBAI, India Related to adviser: No

Marketer KAUSHAL MAHENDRA HARIA MUMBAI, India Related to adviser: No

Marketer KAVIT SHIRISH VORA MUMBAI, India Related to adviser: No

Marketer KLAY SECURITIES PRIVATE LIMITED MUMBAI, India Related to adviser: No

Marketer KOTAK MAHINDRA BANK LTD- DIFC BRANCH DUBAI, United Arab Emirates Related to adviser: No

Marketer KOTAK MAHINDRA, INC. NEW YORK, New York, United States Related to adviser: No

Marketer KOTAK MAHINDRA (UK) LTD SINGAPORE, Singapore Related to adviser: No

Marketer KOTAK SECURITIES LIMITED MUMBAI, India Related to adviser: No

Marketer LAKES DEVELOPMENT PARTNERS LLC MEDFORD, New Jersey, United States Related to adviser: No

Marketer LAKHSH NEWAGE LLP KOLKATA, India Related to adviser: No

Marketer LETTERONE CAPSERV JAIPUR, India Related to adviser: No

Marketer LGT WEALTH INDIA PRIVATE LIMITED MUMBAI, India Related to adviser: No

Marketer MAHESH RATILAL SANGHVI MUMBAI, India Related to adviser: No

Marketer MALAY SHAH MUMBAI, India Related to adviser: No

Marketer MECKLAI WEALTH'S MUMBAI, India Related to adviser: No

Marketer MEGHNA KHONA TRADING COMPANY COIMBATORE, India Related to adviser: No

Marketer MOHIT BERIWALA HUF KOLKATA, India Related to adviser: No

Marketer MONEYKONNECT LLP NOIDA, India Related to adviser: No

Marketer MOTILAL OSWAL FINSEC IFSC LIMITED GANDHINAGAR, India Related to adviser: No

Marketer MOTILAL OSWAL INTERNATIONAL WEALTH MANAGEMENT LIMITED DUBAI, United Arab Emirates Related to adviser: No

Marketer MY ALTERNATES FINANCIAL SERVICES PVT LTD CHENNAI, India Related to adviser: No

Marketer NANDIVARDHAN BHARATKUMAR DOSHI MUMBAI, India Related to adviser: No

Marketer NEO WEALTH MANAGEMENT PVT. LTD. MUMBAI, India Related to adviser: No

Marketer NEO WEALTH PARTNERS PVT. LTD. MUMBAI, India Related to adviser: No

Marketer NEXEDGE DISTRIBUTION SERVICES PVT LTD DELHI, India Related to adviser: No

Marketer NIKITA PARESH BAMBOLKAR MUMBAI, India Related to adviser: No

Marketer NILESH VINODCHANDRA SAMANI MUSCAT, Oman Related to adviser: No

Marketer NK KOTHARI FINSERVE PVT LTD JAIPUR, India Related to adviser: No

Marketer NPS ASSOCIATES PVT LTD PUNE, India Related to adviser: No

Marketer NUVAMA WEALTH AND INVESTMENT LIMITED MUMBAI, India Related to adviser: No

Marketer NYNEX FINSERV PRIVATE LIMITED MUMBAI, India Related to adviser: No

Marketer ONZA FINANCIAL SERVICES PVT LIMITED BANGALORE, India Related to adviser: No

Marketer OPULENCE FINSERVE VADODARA, India Related to adviser: No

Marketer PALETTE WEALTH MANAGEMENT PRIVATE LIMITED MUMBAI, India Related to adviser: No

Marketer P M S BAZAAR GLOBAL INVESTMENT CONSULTANT L.L.C DUBAI, United Arab Emirates Related to adviser: No

Marketer POOJA KHONA TRADING COMPANY COIMBATORE, India Related to adviser: No

Marketer PRAKASH SARAWGI RANCHI, India Related to adviser: No

Marketer PRIME TRIGEN WEALTH LIMITED MUMBAI, India Related to adviser: No

Marketer PROAFFLUENCE ASSOCIATES PRIVATE LIMITED NAVI MUMBAI, India Related to adviser: No

Marketer PROFIT TANTRA FINANCIAL SERVICES LLP BILASPUR, India Related to adviser: No

Marketer PROVIDENTIAL PLATFORMS PRIVATE LIMITED NOIDA, India Related to adviser: No

Marketer PRUDENT CORPORATE ADVISORY SERVICES LIMITED MUMBAI, India Related to adviser: No

Marketer QURUM BUSINESS GROUP GEOJIT SECURITIES LLC MUSCAT, Oman Related to adviser: No

Marketer RAJ NILESH VORA MUMBAI, India Related to adviser: No

Marketer RISIFY FUNDS PRIVATE LIMITED THANE, India Related to adviser: No

Marketer R PATEL WEALTH PATNA, India Related to adviser: No

Marketer RUHI FINANCIAL SERVICES PRIVATE LIMITED MUMBAI, India Related to adviser: No

Marketer RUPESH G MEHTA SHARJAH, United Arab Emirates Related to adviser: No

Marketer RUPESH MOTICHAND KHONA MUMBAI, India Related to adviser: No

Marketer RUPESH V NAGDA MUMBAI, India Related to adviser: No

Marketer SAHIL RUPIN PAREKH MUMBAI, India Related to adviser: No

Marketer SANJAY BHAGWANDAS BHATIA DUBAI, United Arab Emirates Related to adviser: No

Marketer SATADRU MITRA MUMBAI, India Related to adviser: No

Marketer SATWIK AND RITWIK VENTURES PRIVATE LIMITED DELHI, India Related to adviser: No

Marketer SHILPA MEHTA DUBAI, United Arab Emirates Related to adviser: No

Marketer SHREEJI KOSH SERVICES PRIVATE LIMITED MUMBAI, India Related to adviser: No

Marketer SIDDHANT SUNIL MANTRI MUMBAI, India Related to adviser: No

Marketer SMART FINSERVE MUMBAI, India Related to adviser: No

Marketer SPARK PWM PVT LTD CHENNAI, India Related to adviser: No

Marketer SPRINGTIME INVESTMENT SERVICES LLP MUMBAI, India Related to adviser: No

Marketer SWATANTRA WEALTH AHMEDABAD, India Related to adviser: No

Marketer THE HONGKING AND SHANGAI BANKING CORPORATION LIMITED MUMBAI, India Related to adviser: No

Marketer URL FINANCE MUMBAI, India Related to adviser: No

Marketer WEALTH INDIA FINANCIAL SERVICES PRIVATE LIMITED CHENNAI, India Related to adviser: No

Marketer X10XINFINITY ADVISORS LLP KOLKATA, India Related to adviser: No

Marketer ZENTIFY PUNE, India Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

ICICI BANK LTD
LEI R7RX8ER1V4666J8D1I38

DINOSAUR FINANCIAL GROUP, L.L.C
CRD 104446 · SEC 8-52908

KOTAK MAHINDRA, INC.
CRD 47251 · SEC 8-51740

Fund details & source

Fund ID: 805-8816992552
Reported beneficial owners: 64
Minimum commitment: $150K
Form D file number: 021-543506

Form ADV 2121011 · Jul 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jul 31, 2026. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

KOHINOOR SQUARE BUSINESS PARK, B - 4101, 41ST FLOOR,NC KELKAR MARG, SHIVAJI PARK, DADAR (W)
MUMBAI, 400028, India

CRD 331389

Filing source

Form ADV 2121011 · Jul 31, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.