Wallfort PMS & Advisory Services LLP is a SEBI-registered portfolio management and investment advisory firm founded by Mr. Vijay Bharadia and headquartered in Mumbai. Serving both domestic and offshore investors, the firm focuses on conservative, responsible, and non-speculative investments that prioritize financial security and align with long-term wealth-building goals.
| Investment Approach | Category | 1 M | 3 M | 6 M | 1 Y | 2 Y | 3 Y | 5 Y | Inception | AUM (Cr.) | Inception Date |
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Vijay Bharadia is the Founder & CIO of Wallfort PMS, where he specializes in wealth creation through focused small a... Vijay Bharadia is the Founder & CIO of Wallfort PMS, where he specializes in wealth creation through focused small and mid-cap investments. With a track record of delivering a 50% CAGR over five years, he combines deep market expertise with a disciplined investment approach to drive sustainable long-term growth for clients. Read More
Kaushal Kedia is a Fund Manager at Wallfort PMS & Advisory Services LLP with over 10 years of experience in Indian e... Kaushal Kedia is a Fund Manager at Wallfort PMS & Advisory Services LLP with over 10 years of experience in Indian equity markets. A Chartered Accountant since 2011, his expertise lies in interpreting market cycles, spotting sectoral turnaround opportunities, and managing Wallfort’s Avenue Fund. Read More
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