At Wallfort PMS & Advisory Services LLP (“Company”), we are committed to protecting your privacy and utilize technology that gives you the most powerful, safe and convenient online experience. We acknowledge the importance of protecting your personal, financial and transactional information and accept that the personal and other details that you impart to us are to be kept in strict confidence. Further, we also understand that the information provided by you should be used only in the manner which will be beneficial to you.
We consider our relationship with you as invaluable and we will always strive to respect and safeguard your right to privacy.
We recognise the importance of protecting your personal and financial information and shall take all steps to protect the information you share with us. We shall protect the personal details received from you with the same degree of care as we protect our own confidential information of a like nature, in order to prevent the unauthorised use, dissemination, or publication of this information.
We may use personally identifiable information (which includes but is not limited to, first and last name, physical address, e-mail address, phone number, birth date, and any other information that itself identifies you as a specific individual) for several general purposes, like to fulfil your requests for certain products and services, to keep you up to date on the latest product announcements, software updates, special offers or other information we think you would like to hear about either from us or from our business partners, and to better understand your needs and provide you with better services. We may also use your information to send you promotional materials about services including special offers offered either by us or by third parties.
We may also use the information furnished by you for the purpose of providing any services to which you subscribe and to notify and/ or contact you regarding any problem with, or the expiry of such services.
Under certain circumstances, we may be required to share the information given by you with the third parties, where we feel they can contribute to add value and improve the quality of services imparted by us to you. We shall take all reasonable steps to ensure that the confidentiality of your information is maintained by imposing strict confidentiality standards on all the third parties with whom we part this information.
All information provided by you to us is only to help us provide better services to you. To ensure high quality services and high degree of value addition to our services, we may combine the information given by you on the website or through other channels.
We shall use the personal information to improve our services and to keep you updated about our new products or information that we think may be of interest to you. We shall endeavour that the information collected from you is used in the right spirit and context in which it is intended to be used.
We would ensure that we collect personal information only to the extent it is necessary to administer our services in the best possible manner and as may be required from time to time under the various rules, regulations and laws of India.
We may also have to share your personal information wherever it is so required to be disclosed under the existing laws to any of the governmental authority / statutory authority or any other regulatory bodies/ agencies.
To ensure security of access to the personal information and transaction details, the access to the secured zone of our website is restricted by the unique login ID and password which is required to be entered by you each time you want to access your account information.
You must be very careful in handling the login ID and password and you must ensure that you do not reveal it to anybody, nor do you keep it in writing. It is advisable to change your password periodically.
To enable us to serve you better, it is necessary that your personal information available with us is updated and accurate. Our website enables you to update your personal information and we request you to do so from time to time.
The website contains links to other websites. We shall not be responsible for the privacy practices or the content of such other websites.
Although, we take appropriate steps to maintain the security of personal information collected from you, but you must understand that the open nature of the internet is such that data may flow over networks without security measures and may be accessed and used by people other than those for whom the data is intended. We assume no responsibility of whatsoever nature as to make good the losses and damages you may incur, due to privacy and/or security breach of your personal information.
We reserve the right to change our policy at any time with or without notifying users of the existence of a new privacy statement. This statement and the policies outlined herein are not intended to and do not create any contractual or other legal rights in or on behalf of any party.
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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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.