Sameer Jyotindra Shah
Investment adviser representative at Valuequest Investment Advisors Private Ltd
13 yearsExperience
1 stateRegistered in
$2.2BFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Valuequest Investment Advisors Private LtdJan 2010 to now
- Association of Portfolio Managers In IndiaSep 2022 to Aug 2023
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Valuequest Investment Advisors Private Ltd
$2.2BAssets managed
1,892Clients
2Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8025372
- Firm CRD
- 331389