Expert-managed portfolios tailored to your financial goals.
Our investment approach is defined by five core pillars: Growth, Quality, Valuation, Risk, and Behaviour**. These principles guide our portfolio construction, ensuring a balanced strategy that captures opportunities, maintains discipline, and delivers sus
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
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -1.73% | 0.45% | -2.18% |
| 3 Months | -7.07% | -3.13% | -3.94% |
| 6 Months | -11.45% | 3.24% | -14.69% |
| 1 Year | -8.1% | 17.3% | -25.4% |
| 2 Year | -0.56% | 8.08% | -8.64% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 29.8% | 16.58% | 13.22% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -5.51% | -1.73% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -2.17% | -2.18% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -6.85% | -7.75% | -3.26% | 4.04% | 7.77% | 0.2% | -1.83% | -2.72% | -1.75% | 4.09% | -6.83% | -- |
| Benchmark | -3.43% | -7.74% | 7.32% | 3.18% | 3.54% | 3.68% | -2.71% | -1.75% | 1.24% | 4.27% | 0.96% | -- |
| Alpha | -3.42% | -0.01% | -10.58% | 0.86% | 4.23% | -3.48% | 0.88% | -0.97% | -2.99% | -0.18% | -7.79% | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 8.54% | -7.23% | 7.24% | 13.1% | 9.29% | 4.69% | 6.11% | -2.12% | 4.56% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 5.1% | -8.06% | 0.19% | 8.66% | 8.33% | 2.6% | 12.56% | -2.18% | 6.06% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 103.9 | 107.3 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 71.4 | 70.5 | 68.6 | 81 | 92.3 | 100.5 | 100.7 | 103.5 | 103.7 | 110.8 | 104.7 | -- |
| 2024 | -- | -- | -- | 45.1 | 44 | 47.1 | 54.5 | 62.5 | 67.9 | 72.7 | 72.8 | 76.9 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
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