Our Team

Mr.Vijay Bharadia

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Mr. Devang Kabra

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Mr. Kaushal Kedia

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Mr. Chirag Jain

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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.

Mr. Devang Kabra

Partner & Co Fund Manager

Right from his first business at age 18, Devang Kabra has been involved in starting up and scaling up of several customer facing business like Specialty Retail, Commodity Retail, F&B Retail, Outdoor Advertising, Real Estate Development. He has been good at identifying opportunities, taking risks, executing fast, timing it right, working with passion and having a positive attitude when tides move against him.

His ground level business experience helps him in identifying better of the best ideas to bet money on. He has been managing his family funds since 2004. He is an MBA (Marketing) from Vishwakarma Institute of Management, Pune.

Mr. Kaushal Kedia

Fund Manager

Kaushal Kedia has an experience of more than 10 years in the Indian equity markets. His key strengths are understanding market cycles and picking sectors at turnaround points.

He is responsible for the Wallfort Avenue Fund within Wallfort PMS. He is a Chartered Accountant having graduated from the Institute of Chartered Accountants of India in 2011.

Mr. Yash Somani

Co fund Manager

Yash Somani is a co fund manager at Wallfort Ameya Fund in Wallfort PMS and has 8+ years experience in the equity markets. He was previously associated with another PMS, where he covered a variety of sectors. He has a distinct focus on special situations and turnarounds. He graduated from the London School of Economics in 2016.

Mr. Abhishek Shah

Co-Fund Manager

Abhishek comes with over 12 years of experience in the financial markets and is a part of Wallfort India Contra Equity PMS. He is a Bsc (hons) in Management from Warwick Business School and CFA Charter Holder. Abhishek focuses on value investing with a bias towards mid and small-caps

Mr. Kaustubh Shah

Co fund Manager

 

Koustubh Shaha is a highly accomplished, result driven finance and investment professional with more than 22 years of progressive experience in fund raising, treasury management, regulatory compliances, risk assurance, strategy & planning, accounting and taxation matters. A Chartered Accountant and CFA Charterholder, Koustubh has a very deep understanding of Company Valuations, Business Operations, Financial Modelling and Economic trends.

Mr. Koustubh Shah

Co fund Manager

Koustubh Shaha (CA, CFA) comes with more than 23 years of progressive experience in Financial Services Industry. Prior to being a Co-Fund Manager at Wallfort PMS & Advisory Services LLP, he was instrumental in incubating two NBFC start-ups (Avanse Financial Services [a Warburg Pincus Co.] – 2012 to 2017 and BikeBazaar Finance 2017 to 2023), as part of the founding team, leading the CFO function. He has also worked with Kotak Securities and Motilal Oswal, in various leadership roles for 5 years each.

Mr. Chirag Jain

Compliance Officer

Chirag Jain has an experience of more than 8 years in Indian equity markets. His key strengths are Administration, Accounting, Taxation and Regulatory Compliances, evaluating Compliance issues/concerns. Develops, initiates, maintains, revises policies and procedures for the general operation of the Compliance Program and its related activities to prevent illegal, unethical, or improper conduct. He is an MBA(Finance) from Institute of Technology & Management.

Mr.Vijay Bharadia

Founder

Mr.Vijay Bharadia has 25 years experience in Equity Markets, which includes eight years on the Proprietary Desk in Research & Execution and eight years on the Institutional Desk of Wallfort Financials serving Mutual Funds, Banks, Insurance Companies and Portfolio Mangers on equity side. He is providing leadership to the team and responsible for overall growth of the firm alongwith handling key client relationships.

Mr. Devang Kabra

Partner & Co Fund Manager

Right from his first business at age 18, Devang Kabra has been involved in starting up and scaling up of several customer facing business like Specialty Retail, Commodity Retail, F&B Retail, Outdoor Advertising, Real Estate Development. He has been good at identifying opportunities, taking risks, executing fast, timing it right, working with passion and having a positive attitude when tides move against him. His ground level business experience helps him in identifying better of the best ideas to bet money on. He has been managing his family funds since 2004. He is an MBA (Marketing) from Vishwakarma Institute of Management, Pune.

Mr. Kaushal Kedia

Fund Manager

Kaushal Kedia has an experience of more than 10 years in the Indian equity markets. His key strengths are understanding market cycles and picking sectors at turnaround points. He is responsible for the Wallfort Avenue Fund within Wallfort PMS. He is a Chartered Accountant having graduated from the Institute of Chartered Accountants of India in 2011.

Mr. Chirag Jain

Compliance Officer

Chirag Jain has an experience of more than 8 years in Indian equity markets. His key strengths are Administration, Accounting, Taxation and Regulatory Compliances, evaluating Compliance issues/concerns. Develops, initiates, maintains, revises policies and procedures for the general operation of the Compliance Program and its related activities to prevent illegal, unethical, or improper conduct. He is an MBA(Finance) from Institute of Technology & Management.

Koustubh Shaha

Co-Fund Manager

Koustubh Shaha is a highly accomplished, result driven finance and investment professional with more than 22 years of progressive experience in fund raising, treasury management, regulatory compliances, risk assurance, strategy & planning, accounting and taxation matters. A Chartered Accountant and CFA Charterholder, Koustubh has a very deep understanding of Company Valuations, Business Operations, Financial Modelling and Economic trends.

Ms. Kinjal Mandalia

Compliance Associate

Kinjal Mandalia has an experience of more than 4 years with CA Firms handling various Financial & Equity Market Clients. Her key strengths are Administration, Accounting, Taxation and Regulatory Compliances, Evaluating Compliance Issues/Concerns.

Develops, initiates, maintains, revises policies and procedures for the general operation of the Compliance Program and its related activities to prevent illegal, unethical or improper conduct. Pursuing PGDM in Finance plus Banking, Investment & Insurance from Welingkar Institute of Management.

Mr. Yash Chudasama

Operation

Yash Chudasama is a part of our company since 2023 and has shown sheer grit and great competencies. His key strengths are operations and dealing. He is responsible for the daily dealing , operations and trade settling at Wallfort PMS. He is a graduate from the Lala Lajpat Rai College, Mumbai.

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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.

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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