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Investment Approach

  • APPROACH

Investment Approach

Low Debt

Companies having low debt levels or are net cash positive

Positive Earnings Growth

We select companies that have positive EPS growth for the last
5 years

Cash Flow

Our portfolio includes companies with strong and consistent cash flow generation

Management

Good dividend paying record, corporate governance practices and a sound long term performance

Capital Allocation

Companies which have good distribution and investment of financial resources

Meeting Regulatory Frameworks &Compliances

Companies which have clean track record

  • Strategies

Four P Investment Strategy

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.

Promoter Integrity

The first and foremost "P" in our investment approach is Promoter Integrity. As famously stated by Warren Buffet, "You cannot do a good deal with a bad person." We prioritize assessing the integrity and track record of the company's promoters. Promoters must demonstrate a commitment to fairness towards minority shareholders and uphold ethical business practices. We believe that a trustworthy and capable promoter is essential for sustainable business growth and value creation.

Product Moat

The second "P" focuses on evaluating the product or service offered by the company. We seek investments in companies with products or services that possess a sustainable competitive advantage or "moat" over competitors. A strong moat enables the company to withstand market downturns and maintain its market share, thereby enhancing long-term shareholder value.

Profitability Metrics

The third "P" emphasizes profitability metrics. We analyze key financial indicators such as profit margins, return on equity, and earnings growth potential. Companies with double-digit profit margins demonstrate the ability to generate consistent earnings even in competitive market environments. Sustainable profitability is a crucial factor in our investment decision-making process.

Price Consideration

The final "P" involves evaluating the price of the investment relative to its intrinsic value. While we prioritize the quality of the business and its management, we also consider the valuation of the investment. If the first three "P"s align positively, we are willing to pay a reasonable premium for a high-quality investment opportunity. However, we remain disciplined in our approach, ensuring that the price paid reflects the long-term value potential of the investment.

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.

  • PROCESS

Investment / Screening Process

Investment Universe

Small & Mid Cap Companies

Quantitative Screening

Identifying stocks with Secular Growth Thesis (Discount to intrinsic value > 30%): Initial pool of 500 Stocks

Fundamental & Technical Analysis &Qualitative Screening

Conducting a ‘360-degree view’ analysis of each company to identify competitive advantages: Narrowing down to 80-100 Stocks

Fund Portfolio

Selecting high-conviction ideas with superior risk-adjusted return characteristics: Finalizing a portfolio of 15-20 Stocks

Focus on return on Net Worth

Companies which have potential to earn 20-25% on its net worth in future

Balance between Growth & Value

The focus is on buying undervalued & reasonably priced assets

Bottom up Approach

Identify potential long-term wealth creators by focusing on individual companies

Focused Strategy

Leading Companies within a particular sector in Mid and Small caps

Long-term Investment view

We strongly believe that “Money is made by investing for the long-term”

Margin of Safety

To purchase a piece of great business at a fraction of its true value
  • earnings

A system to find earnings via data

Our portfolio management scheme adopts a practice of regular refreshment to avoid falling into ‘value traps’—stocks that have outlived their prime but still appear appealing to investors due to perceived cheapness and quality.

  • We’ve devised a system that provides early indications of sectors experiencing either cyclical or structural shifts.

  • Additionally, we monitor projects announced across India in real-time.

  • Through our strong networks and relationships with industry bodies, we continuously gather real-time data and insights on ongoing and anticipated changes across diverse sectors.

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

Corporate Office

  • 209, 2nd Floor, 58/64 Hari Chambers,
    Shahid Bhagat Singh Marg,Fort,
    Mumbai - 400001
  • +91 2247494894
  • helpdesk@wallfortpms.com
  • +91 9821074434
  • +91 9821074434

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Registered Office

207, Floor 2, Plot 5 B, Jeevan Vihar, Manav Mandir Rd,
Teen Batti, Malabar Hill, Mumbai – 400006

+91 2223698270
helpdesk@wallfortpms.com

Corporate Office

209, 2nd Floor, 58/64 Hari Chambers,
Shahid Bhagat Singh Marg,Fort, Mumbai – 400001

+91 2247494894
helpdesk@wallfortpms.com

Corporate Office

  • 209, 2nd Floor, 58/64 Hari Chambers,
    Shahid Bhagat Singh Marg,Fort,
    Mumbai - 400001
  • +91 2247494894
  • helpdesk@wallfortpms.com

Registered Office

  • 207, Floor 2, Plot 5 B, Jeevan Vihar,
    Manav Mandir Rd, Teen Batti, Malabar Hill,
    Mumbai - 400006

Important Links

Enquiry Form

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.

Mr.Vijay Bharadia

Founder

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.

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