Our Principles for Investing

Investors assume increased risk when investing in India – Quantum is there to analyze, control and monitor that risk, not increase it
Quantum aims to consistently make money for its clients over longer time horizons without taking undue risks
We invest using principles – Value, Integrity, Transparency

The success of any enterprise rests on the character and values of the people who start it and is sustained by transferring those values effectively

Quantum is an asset manager and not an asset gatherer

Read our Charter of Principles

"Institutional investors are finally talking about the triple P - the Planet, the People and Profit"

As an investment firm, our mandate is to invest the capital of our clients for sensible long term returns without taking undue risks. It has been over 25 years since Quantum Advisors and its founders included a "governance" factor when investing in companies. This is the "G" in "ESG". We call this the Integrity Screen.

In 2015, we started to focus on the other two factors (Environment and Social) and have built a proprietary framework on evaluating Indian companies on various ESG criteria.

Integrity Screen : Shake hands but count how many fingers you get back

In 1996, stung by experience, we initiated what we called the ‘Integrity Screen’ as a filter for our investments. A conscious decision to avoid investing in companies with suspect corporate governance. No matter how large they were. No matter how much weight they had in the index. No matter how much important they were.

We called it “shake the hands and count your fingers back” – a test of treatment of minority shareholders.

If they did not pass this test, we will avoid investing in those names.

The integrity screen is what we believe is called the ‘G’ – Governance in “ESG”.

Our Integrity Screening

Our Engagements in Indian Corporate Governance

“Corporate governance has been an integral part of our investment management process since 1996. As an actively engaged shareholder, here are some notable examples of our experiences with management.”

Workforce Disclosures at Quantum Advisors

As the first Indian signatory to the Workforce Disclosure Initiative, WDI, we apply our experience to portfolio companies to make meaningful improvements on workforce practices.

Building your India portfolio since 1990 on a foundation of ethics, integrity & disciplined investment research process.

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

Quantum is building an institution, not just launching funds

Our Principles for Investing​