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Sameer J. Shah
VALUEQUEST INVESTMENT ADVISORS PRIVATE LTD
MUMBAI, 400028
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CRD#: 8025372
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Professional summary
Sameer Jyotindra Shah Mr., who also goes by Sameer Jyotindra Shah, is a registered financial advisor currently at VALUEQUEST INVESTMENT ADVISORS PRIVATE LTD .
Sameer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Sameer has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Sameer Jyotindra Shah
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Quest4value Investment Managers LLP (LLP). 2. Investment related. 3. Quest, Rajabhau Desai Marg, Behind beau Monde Towers, Prabhadevi, Mumbai, Maharashtra, India, 400025. 4. Investment Manager to SEBI registered Category II Alternative Investment Fund. 5 Designated partner of the LLP, nominated by ValueQuest Investment Advisors Private Limited who is a 98% partner of the LLP. 6. Designated Partner. Not involved in Fund Management activity of the LLP. 7. 21st October, 2024. 8. 4 hours in a month. 9. None during trading hours. 10. Authorised signatory, authorised to sign certain LLP documents. Not involved in day to day administration and/or fund management activities.
CRS (Client Relationship Summary) - RIA
Click below to view Sameer Jyotindra Shah Mr.'s CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 25, 2025 - Present
VALUEQUEST INVESTMENT ADVISORS PRIVATE LTD
Office #1: Kohinoor Square Business Park, B - 4101 41st Floor,nc Kelkar Marg, Shivaji Park, Dadar (w), Mumbai 400028RIA
CRD#: 331389
MUMBAI,
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VI
VALUEQUEST INVESTMENT ADVISORS PRIVATE LTD
VALUEQUEST INVESTMENT ADVISORS PRIVATE LTD
CRD#: 331389 / SEC#: 801-131909
RIA
Registered Investment Advisory firm - (2/10/2025 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(3/25/2025)
Exams
Current Firm
VI
VALUEQUEST INVESTMENT ADVISORS PRIVATE LTD
VALUEQUEST INVESTMENT ADVISORS PRIVATE LTD
CRD#: 331389 / SEC#: 801-131909
RIA
Registered Investment Advisory firm - (2/10/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Kohinoor Square Business Park, B - 4101 41st Floor,nc Kelkar Marg, Shivaji Park, Dadar (w), Mumbai 400028
Mailing Address
Quest 1073, Rajabhau Desai Marg Behind Beau Monde Towers, Prabhadevi, Mumbai 400025
Phone number
022-69925500
Established
Firm type
Fiscal year end
# of Employees
94
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,056 |
| AUM (Assets Under Management) | $ 2,243,909,439 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
