- SEBI reg.
- INP000004581
- Services
- Discretionary, Non-discretionary
- Reported
- 30 Sep 2026
Val-Q Investment Advisory
₹96.28 Cr
Assets under management
34 clients · 2 strategies · 30 Sep 2026
Val-Q Investment Advisory managed ₹96.28 crore for 34 clients at 30 Sep 2026, across 2 strategies, most of it for domestic individuals and others. In September clients added ₹0.01 crore and withdrew ₹0.73 crore.
Key numbers
- SEBI registration
- INP000004581
- Discretionary AUM
- ₹96.28 Cr
- Non-discretionary AUM
- ₹0
- Min. investment
- ₹50 lakh (SEBI)
- Complaints pending
- 0
Strategies
| Strategy | Asset class | AUM | 1 year | Benchmark 1Y |
|---|---|---|---|---|
| Mid Cap High Qulaity Fund | Equity | ₹50.65 Cr | −0.28% | −8.52% |
| Large Cap Blue Chip Fund | Equity | ₹45.62 Cr | −1.10% | −8.52% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Who it manages money for
| Client type | Service | Clients | AUM |
|---|---|---|---|
| Domestic individuals and others | Discretionary | 31 | ₹91.47 Cr |
| Non-resident Indians | Discretionary | 3 | ₹4.81 Cr |
Flows
- Inflow, Sep 2026
- ₹0.01 Cr
- Outflow, Sep 2026
- ₹0.73 Cr
- Net, Sep 2026
- −₹0.72 Cr
- Inflow, FY to date
- ₹0.04 Cr
- Outflow, FY to date
- ₹3.46 Cr
- Net, FY to date
- −₹3.42 Cr
Discretionary service. The financial year runs from 1 April.
Complaints
- Pending at start of month
- 0
- Received
- 0
- Resolved
- 0
- Pending at end of month
- 0
FAQs
How much does Val-Q Investment Advisory manage?
₹96.28 crore for 34 clients at 30 Sep 2026, as reported to SEBI.
How many clients does Val-Q Investment Advisory have?
34 clients at 30 Sep 2026, mainly domestic individuals and others, non-resident indians.
Which PMS strategies does Val-Q Investment Advisory offer?
It reported 2 to SEBI for 30 Sep 2026: Mid Cap High Qulaity Fund, Large Cap Blue Chip Fund.
Is Val-Q Investment Advisory registered with SEBI?
Yes. It is registered with SEBI as a portfolio manager, registration number INP000004581.
Has Val-Q Investment Advisory had investor complaints?
In September it received 0 and resolved 0; 0 were pending at the end of the month.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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