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.
To double investor money every 3 years.
To be the best in class among Portfolio Managers across equity segments of Small & Mid Caps.
Spread the Power of Compounding for every individual in achieving their financial goals
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.
We are sector agnostic and invest on bottoms up and thematic strategy. However, we take maximum individual company exposure of 15% and sector exposure of 35%
Our 20-25 years of individual experience in Research & Portfolio Advisory has taught us that every outperforming Company had a story behind them which makes them unique over a period of time, commands premium over others and continues to be re-rated
Equity investments are filled with risks due to several macro and micro events. We take conscious efforts to ensure that in an adverse condition some portfolio stocks mitigate the damage to the overall portfolio
Depending on the sectors that the companies operate in, we decide whether to add or avoid companies with debts
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.