Our Portfolio Management Philosophy

In association with Val-Q (Value in Quality) Investment Advisory Pvt Ltd, which holds a SEBI license to carry out Portfolio Management Services (PMS), we strive towards value creation for our clients, by investing in good quality Indian companies, after undertaking rigorous financial & investment analysis.

Disciplined Investments, Client Centric approach & a strong belief in a ‘Win-Win Situation’ defines our Portfolio Management philosophy.

Our Model Portfolios include the Val-Q Large –Cap Blue Chip Fund that is geared towards long-term capital appreciation by identifying 20-25 large caps with emphasis on companies having stronger balance sheets and excellent market positioning. Similarly, for designing the Val-Q Mid-Cap High Quality Fund Portfolio, we pick 25-30 mid/cap small cap stocks having strong fundamentals than can generate high returns.

So come, choose us to be your companion in your investment management journey, and we will help you accomplish your dreams.