Welcome to Wallfort PMS – Your Partner in Navigating Prosperity and Investing with Purpose.
Founded by Mr. Vijay Bharadia, Wallfort PMS is a SEBI registered (No INP000006192) Portfolio Management and Investment Advisory firm based in Mumbai, India.
Catering to both offshore and domestic investors, our firm specializes in making conservative and responsible non-speculative investments. At Wallfort PMS, we prioritize financial security and peace of mind for our clients, ensuring that their investments are aligned with their long-term goals.
Join us at Wallfort PMS, and let’s embark on a journey towards building a prosperous future together.
Empowering Investors, Shaping Futures. Our vision is to set the standard as the premier Portfolio Manager in the equity segments of Small & Mid Caps.
Our mission is to spread the transformative power of compounding, empowering every individual to achieve their financial goals.
Conclusion: Equity stands out with highest liquidity and returns over 20 years. Choose wisely for your financial goals.
* Performance audit done by Secmark
* Data fetched from apmi.ai website
* Performance audit done by Secmark
* Data fetched from apmi.ai website
* Performance audit done by Secmark
With a career spanning over two decades in the financial services industry, Mr. Vijay Bharadia is a seasoned professional known for his expertise in investment management and client relations. His journey began in 1997 at Wallfort Financial Services Ltd., where he delved into the intricacies of financial markets under the mentorship of Mr. Manoj Bharadia.
During his tenure in the family office, Mr. Bharadia honed his skills in managing proprietary funds, particularly in navigating the realm of micro-cap investments. His deep understanding of businesses and valuations allowed him to make informed decisions, leading to successful outcomes for the family’s portfolio.
Companies having low debt levels or are net cash positive
We select companies that have positive EPS growth for the last
5 years
Our portfolio includes companies with strong and consistent cash flow generation
Good dividend paying record,corporate governance practices anda sound long term performance
Companies which have good distribution and investment of financial resources
Companies which have clean track record
At Wallfort PMS, we adhere to the Four P Investment Approach, a disciplined methodology designed to identify high-quality investment opportunities and deliver superior long-term returns. Each “P” represents a critical factor that we meticulously evaluate before making investment decisions.
By adhering to the Four P Investment Approach, we aim to identify resilient businesses with strong growth prospects, led by trustworthy management teams, and available at attractive valuations. This disciplined approach guides our investment decisions, allowing us to deliver sustainable returns for our clients over the long term.
Small & Mid Cap Companies
Identifying stocks with Secular Growth Thesis (Discount to intrinsic value > 30%): Initial pool of 500 Stocks
Conducting a ‘360-degree view’ analysis of each company to identify competitive advantages: Narrowing down to 80-100 Stocks
Selecting high-conviction ideas with superior risk-adjusted return characteristics: Finalizing a portfolio of 15-20 Stocks
Small & Mid Cap Companies
Identifying stocks with Secular Growth Thesis (Discount to intrinsic value > 30%): Initial pool of 500 Stocks
Conducting a ‘360-degree view’ analysis of each company to identify competitive advantages: Narrowing down to 80-100 Stocks
Selecting high-conviction ideas with superior risk-adjusted return characteristics: Finalizing a portfolio of 15-20 Stocks
“Vijay has an amazing ability to pick out winners in the small and mid cap space, companies that have great upside potential with downside protection since its identified at deeply discounted valuations. His approach of identifying companies with strong fundamentals and then holding them for the long term sits well with me. He is accessible and his views are balanced, frank and transparent. I have worked with a number of advisors and have finally found my go to person for equity advisory and PMS. Wallfort has consistently outperformed over long periods of time.”
“Vijay has an amazing ability to pick out winners in the small and mid cap space, companies that have great upside potential with downside protection since its identified at deeply discounted valuations. His approach of identifying companies with strong fundamentals and then holding them for the long term sits well with me. He is accessible and his views are balanced, frank and transparent. I have worked with a number of advisors and have finally found my go to person for equity advisory and PMS. Wallfort has consistently outperformed over long periods of time.”
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Vestibulum non est dapibus, laoreet nisi vitae, consequat urna. Donec eu enim nisi. Vivamus gravida lorem nunc, in fringilla nibh congue rutrum. Curabitur sit amet accumsan nibh, eget volutpat sem. Maecenas felis dolor, bibendum vitae ornare eget, facilisis eget ipsum. Aliquam a aliquet massa.
“I have been in association with Wallfort PMS for the last 2 years, and my experience with them has been nothing less than exceptional. It has successfully managed to give me a fabulous returns on my Investment.
Meeting Mr. Vijay Bharadia has been an absolute delight as he has a unique way to explain the Business of the company, which allows one to stay associated and invested for a long term. Wishing him and the Team here at Wallfort PMS all the luck for transforming more lives in the near future.”
“I have been in association with Wallfort PMS for the last 2 years, and my experience with them has been nothing less than exceptional. It has successfully managed to give me a fabulous returns on my Investment.
Meeting Mr. Vijay Bharadia has been an absolute delight as he has a unique way to explain the Business of the company, which allows one to stay associated and invested for a long term. Wishing him and the Team here at Wallfort PMS all the luck for transforming more lives in the near future.”
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Vestibulum non est dapibus, laoreet nisi vitae, consequat urna. Donec eu enim nisi. Vivamus gravida lorem nunc, in fringilla nibh congue rutrum. Curabitur sit amet accumsan nibh, eget volutpat sem. Maecenas felis dolor, bibendum vitae ornare eget, facilisis eget ipsum. Aliquam a aliquet massa.
“Vijay and his team at Wallfort
PMS have been advising me since its inception. We have been very satisfied with Vijay’ strategies, insightfulness and compassion over the years. He believes in buy right and sit tight. We would recommend this team to anyone.
Vijay has been exceptionally helpful and knowledgeable. I am very happy to have found this awesome team who l feel confident entrusting them with my portfolio. Thanks”
“Vijay and his team at Wallfort
PMS have been advising me since its inception. We have been very satisfied with Vijay’ strategies, insightfulness and compassion over the years. He believes in buy right and sit tight. We would recommend this team to anyone.
Vijay has been exceptionally helpful and knowledgeable. I am very happy to have found this awesome team who l feel confident entrusting them with my portfolio. Thanks”
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Vestibulum non est dapibus, laoreet nisi vitae, consequat urna. Donec eu enim nisi. Vivamus gravida lorem nunc, in fringilla nibh congue rutrum. Curabitur sit amet accumsan nibh, eget volutpat sem. Maecenas felis dolor, bibendum vitae ornare eget, facilisis eget ipsum. Aliquam a aliquet massa.
“Vijay is an extremely competent professional. Amongst the multiple PMS services my family office uses, my experience with Walfort PMS has been by far the most rewarding. Vijay is able to bring great transparency and detailing to the table along with his ability to clearly communicate his vision. I wish Wallfort PMS great luck for the future”
“Vijay is an extremely competent professional. Amongst the multiple PMS services my family office uses, my experience with Wallfort PMS has been by far the most rewarding. Vijay is able to bring great transparency and detailing to the table along with his ability to clearly communicate his vision. I wish Wallfort PMS great luck for the future”
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Vestibulum non est dapibus, laoreet nisi vitae, consequat urna. Donec eu enim nisi. Vivamus gravida lorem nunc, in fringilla nibh congue rutrum. Curabitur sit amet accumsan nibh, eget volutpat sem. Maecenas felis dolor, bibendum vitae ornare eget, facilisis eget ipsum. Aliquam a aliquet massa.
Wallfort PMS is a SEBI registered (No INP000006192) Mumbai-based Portfolio Management and Investment Advisory firm.
Trust is like the air we breathe — when it’s present, nobody really notices. When it’s absent, everyone notices.”
– Warren Buffet
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207, Floor 2, Plot 5 B, Jeevan Vihar, Manav Mandir Rd,
Teen Batti, Malabar Hill, Mumbai – 400006
+91 2223698270
helpdesk@wallfortpms.com
209, 2nd Floor, 58/64 Hari Chambers,
Shahid Bhagat Singh Marg,Fort, Mumbai – 400001
+91 2247494894
helpdesk@wallfortpms.com
Registered Office
Imagine falling sick and deciding to treat yourself instead of consulting a doctor. Sounds risky, right? Yet, when it comes to investing in the stock market, many people take a similar approach. They really on tips from friends, relatives, or even neighbours instead of seeking professional help.
Just like we trust doctors for medical advice and architects for building our homes, it’s crucial to trust financial professionals when it comes to investing our hard-earned money. The stock market is complex and unpredictable, with countless variables influencing its movements.
This is where the expertise of portfolio managers and mutual funds comes into play. These professionals spend years studying the market, analyzing trends, and identifying opportunities for growth. They have the knowledge and experience to navigate the volatile nature of the stock market and make informed decisions on behalf of their clients.
By seeking professional help, investors can benefit from tailored investment strategies, risk management techniques, and ongoing monitoring of their portfolios. This not only maximizes the potential for returns but also provides peace of mind knowing that their investments are in capable hands.
So, the next time you consider investing in the stock market, remember to seek professional help. Just as you wouldn’t perform surgery on yourself or build a house without an architect, entrusting your investments to financial experts is the smartest decision you can make for your financial future.
With a career spanning over two decades in the financial services industry, Mr. Vijay Bharadia is a seasoned professional known for his expertise in investment management and client relations. His journey began in 1997 at Wallfort Financial Services Ltd., where he delved into the intricacies of financial markets under the mentorship of Mr. Manoj Bharadia.
During his tenure in the family office, Mr. Bharadia honed his skills in managing proprietary funds, particularly in navigating the realm of micro-cap investments. His deep understanding of businesses and valuations allowed him to make informed decisions, leading to successful outcomes for the family’s portfolio.
Building on this foundation, Mr. Bharadia transitioned to the role of Head of the Institutional Desk at Wallfort Financial. In this capacity, he spearheaded relationships with a diverse clientele comprising over 100 institutions, including banks, mutual funds, and foreign portfolio investors (FPIs). Through his strategic approach and adept management, he played a pivotal role in enhancing the firm’s institutional presence and fostering lasting relationships. In addition to his professional accomplishments, Mr. Vijay Bharadia places great emphasis on learning to build and maintain relationships, a skill he cultivated under the tutelage of Mr. Ashok Bharadia
Drawing from his extensive experience across various verticals within Wallfort Financial, Mr. Bharadia ventured into the realm of Portfolio Management Services (PMS). As the founder and leader of the PMS division, he brings a wealth of knowledge and a forward-thinking vision to the table. His leadership is instrumental in driving the overall growth trajectory of the firm, while his hands-on approach ensures the delivery of exceptional service to key clients.
Beyond his professional endeavors, Mr. Vijay Bharadia is recognized for his dedication to excellence and commitment to ethical practices. His unwavering focus on client satisfaction and continuous innovation underscores his role as a trusted advisor and leader in the financial services landscape.
