QUANTUM ADVISORS

Our Approach to Investing

Mumbai skyline

Building your India Portfolio since 1990 on a foundation of 

Ethics, Integrity, Disciplined Investment Process.

Our Approach

Quantum Advisors is building an India-focused investment management institution.

We aim to consistently make money for our clients over longer time horizons without taking undue risks and while charting controlled growth in our AuM

Investors assume increased risk when investing in India - our role at Quantum is to analyze, control and monitor that risk, not enhance it.

For over 30 years Quantum Advisors has been at the forefront of sensible, long-term investing and is one of India’s most respected investment firms with over USD 2 billion of AuM.

In 1996 we launched our proprietary Integrity Screen as part of our investment process: Quantum Advisors leads in the inclusion of governance and values criterion in our disciplined portfolio construction processes.

Since 2005, Quantum Advisors has published the Upside Potential of our long-only equity portfolio: since the portfolio is built on the basis of ‘intrinsic value’ we are able to indicate the NAV of our portfolio 2 years into the future (FY2e) and gauge the accuracy of our research process.

Our Strategies

Explore how our two main strategies – Predictable India Equity and India Integrity Equity - with demonstrated success of our tried and tested research and investment processes can ensure your India equity allocation will have higher predictable outcomes and no surprises.

Q India Value Equity Strategy

20+ years of India Long-only, Liquid, High-Governance, Margin of safety = Predictability

Integrity screen since 1996, strategy Track record since 2000.

AUM $2.5 Bn
Capacity $10 Bn
Q India Responsible Returns Strategy

Liquid, proprietary Integrity Scores, Financial Soundness

Integrity Screen since 1996, enhanced criterion since 2015, strategy Track Record since 2019; strategy AuM: $9.7 mn Mandate Capacity: $5 billion

AUM $9.7 Mn
Capacity $5 Bn
Quantum Advisors pioneered a quantitative as well as qualitative analytical approach to equity investing in India, providing for the first time, consistently applied valuation metrics to evaluate investment opportunities in India’s emerging stock markets. Over the years, Quantum Advisors has continued and enhanced its tradition of extensive financial analysis and value investing, as it has evolved into an investment advisor and asset manager.

Our investment philosophy and strategy involves the use of intensive qualitative and quantitative fundamental analysis. We build and monitor our clients’ portfolios actively while at the same time avoiding excessive trading, and control risk by endeavoring to keep our clients’ portfolio adequately diversified, both in terms of the sectors included in those portfolios, as well as with respect to the level of concentration in any specific security.
INDIA INSIGHTS
India Investing Insights
Building your India portfolio since 1990 on a foundation of ethics, integrity and disciplined investment process
QUANTUM VIDEOS
2023: Value with Values
Our principles have helped us navigate uncertain times
INDIA PATHWAYS
Thematic India Insights
Deep dives on new and rapidly growing India asset classes.

If you wish to know about our India Fixed Income, India Real Estate and India Private Equity strategies, please write to us at Info@QASL.com

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Building your India portfolio since 1990 on a foundation of ethics, integrity & disciplined investment research process.
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Important Disclosure: Quantum Advisors provides a direct onboarding option to clients who wish to avail our services, without intermediation of persons engaged in distribution services.

Quantum Advisors Private Limited

CIN: U65990MH1990PTC055279

SEBI PMS Reg. No.: INP000000187
 

Registered Office

1st Floor, Apeejay House, 
3 Dinshaw Vachha Road, Backbay Reclamation, 
Churchgate, Mumbai 400020, India

Tel: +91-22-6144 7900 / 22830322

Fax : 91-22-2285 4318

Email: info@QASL.com

In case of any grievance/complaint, you may contact Mr. Piyush Thakkar, Chief Executive Officer at Complaint@qasl.com. Investor can initiate dispute resolution by harnessing online conciliation and/or online arbitration through Online Dispute Resolution (ODR) portal SMARTODR.  To know more about grievance redressal mechanism click here.  

Learn more about our strategies, insights and investment process
Our affiliates:

Q India (UK) Limited
14th Floor, 33 Cavendish Square, London W1G 0PW (U.K.)

Sam Tully
Head - Business Development
UK: +44 7818 408526

Roger Mortimer
Head - Business Development
EU: +44 7947 242769


Q India Corp.
New York (U.S.A.)

Kevin Heller
Head - Business Development
US: +1 516 480-3679

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Contact us to learn more about our strategies, insights and investment process.