About Company
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.
Fund Snapshot
| Minimum Investment | 50 Lakhs |
| Fixed Management | Fees Structure Slab 1-2% per annum of daily average AUM to be charged on half yearly basis.
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| Exit Fees | First year 3%, second year 2%, third year 1%(minimum 7 days execution time) |
| Suitable Time Frame | Three years and above |
| Mode Of Inflow | Cash or stock transfer |
INVESTMENT STRATEGY
At Wallfort portfolio management services, 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
About Fund Managers
Mr.Vijay Bharadia
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.
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For any queries, contact us on Mobile: +91 95616 10108, Landline: 020-48627339,Toll Free: 1800 210 1995, Email: [email protected] 
Disclaimer: Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. We do not guarantee any returns in the hand of investors not we take any sort of accountability for the performance of the scheme. The above-mentioned data is collected from the respected Fund house please verify the same at SEBI website.