Invest In Wallfort PMS
Founded by Mr. Vijay Bharadia, Wallfort PMS is a SEBI registered Portfolio Management and Investment Advisory firm based in Mumbai, India.
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About Wallfort PMS
Founded by Mr. Vijay Bharadia, Wallfort PMS is a SEBI registered Portfolio Management and Investment Advisory firm based in Mumbai, India.
At Wallfort PMS, they prioritize financial security and peace of mind for our clients, ensuring that their investments are aligned with their long-term goals.
Benefits Investing With Wallfort PMS
Experienced Management
Benefit from our team’s extensive expertise in investing and risk management
High-Quality Investments
Gain access to carefully selected companies with strong growth potential and exceptional leadership.
Diversified Portfolios
Invest in multi-asset portfolios with a focus on equity, free from specific benchmarks or market capitalizations.
Comprehensive Services
Enjoy a range of investment advisory services, outcome-oriented solutions, and fund management tailored to your needs.
Funds Manager of Wallfort PMS
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.
Performance Of Wallfort PMS Over The Last 5 years In Navigating Volatile Markets
| Product - AMC | 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 4 Years | 5 Years | Since Inception |
|---|---|---|---|---|---|---|---|---|---|
| Wallfort India Contra Equity Fund | -5.33% | -9.07% | -7.09% | 2.35% | 0% | NA | NA | NA | 19.05% | Wallfort Ameya Fund | -5.51% | -11.89% | -12.34% | -13.73% | 4.75% | 00% | NA | NA | 31.58% | Wallfort Avenue Fund | -7.57% | -3.04% | 11.69% | 13.73% | 9.5% | 30.89% | NA | NA | 24.2% | Wallfort Focus Fund | -8.74% | -12.16% | -5.68% | -6.15% | NA | NA | NA | NA | -4.62% | Wallfort KOSH Value Fund | -9.58% | -13.05% | -12.5% | -15.88% | NA | NA | NA | NA | -14.74% | Diversified | -10.52% | -18.5% | -12.89% | -7.94% | 17.54% | 36.58% | 24.45% | 35.53% | 21.94% |
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, or 10% of profit sharing with high water marking to be charged on annual basis. |
| 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
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.
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.
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.
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
Wallfort PMS Investment Philosophy
Quality Companies in Growth Markets
Investing in ethical, strong franchises with large market opportunities, high ROE, and a growth-driven mindset, particularly industry leaders, ensures substantial long-term returns and aligns with ethical business practices
Risk-Conscious Approach
The fund adopts a risk-conscious strategy, focusing on valuation, earnings, balance sheet, and over-ownership risks. Managing these factors is crucial for prudent investment decisions and portfolio stability.
Flexible Approach
The fund employs a flexible investment approach, blending top-down and bottom-up strategies to seize tactical opportunities as they arise. Cash serves as a hedge during uncertain times, ensuring adaptability and risk management in its investment philosophy.
Why Consider Switching to AltPort Funds ?
Process-Driven Returns
Invest with confidence in our proven process, as we meticulously follow a robust framework for selecting fund managers and portfolios of Alternative Investment Funds (AIF) and Portfolio Management Service (PMS) Funds. We refer to it as the 3Is of investing, where we add the third ‘I’ (eye) of scrutiny, focusing on Investment Manager Style, Investment Portfolio Quality, and Investment Performance Consistency.
Investment Style
Clear, adaptable strategies aligned with investor goals, crucial for navigating market fluctuations and capitalizing on opportunities.
Investment Quality
Fundamental analysis focuses on a company's intrinsic value, management, competitive edge, and financial health for sustainable portfolio growth.
Investment Performance
Emphasizing consistent, risk-adjusted returns, and effective drawdown management to achieve long-term growth while preserving capital.
Navigating Market Trends The Wallfort PMS
Explore Our Services Beyond AIF & PMS Tailored Plans For Wealth Protection and Growth
Still Have Questions? Explore Our Fund FAQs
Wallfort PMS follows the Four P Investment Approach – focusing on Promoter Integrity, Product Strength, Profitability Metrics, and Price Consideration. This ensures that every investment is grounded in strong business fundamentals, sustainable earnings, and long-term value creation.
The minimum investment required to participate in the Wallfort PMS Fund is ₹50 lakhs, as per SEBI regulations. Investors can add to their investment in multiples thereafter, depending on their financial goals and portfolio allocation strategy.
While returns are market-linked and cannot be guaranteed, the Wallfort Diversified Fund aims to deliver superior risk-adjusted returns by investing in fundamentally strong and undervalued businesses. The focus remains on long-term compounding rather than short-term market timing.
The Wallfort PMS fee structure includes:
>Fixed Fee Model: 1–2% per annum of AUM (Assets Under Management)
>Performance Fee Model: 10% of profits above a specified hurdle rate
Fees are charged on a semi-annual or annual basis, ensuring complete transparency for investors.
Risk management is central to the Wallfort Diversified Fund. The team mitigates risk by:
>Investing in companies with strong balance sheets
>Maintaining sectoral and market-cap diversification
>Avoiding overexposure to high-risk or speculative segments
This disciplined approach helps protect investor capital during volatile markets.
Unlike mutual funds, Wallfort PMS offers customized portfolio ownership — your stocks are held in your individual demat account. It provides greater transparency, flexibility, and tailored strategies compared to pooled mutual fund structures.
Investors receive quarterly performance reports and portfolio summaries, along with insights from the Wallfort PMS Fund Management team. AltPort Funds also provides online access to track your portfolio and monitor performance.
Book a call with our experts
If you have any queries, please contact Mr. Samir Kumar (Chief Business Officer) at +91 95616 10108 or email us at contact@altportfunds.com