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.
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| Strategy | Category | 1Y | 3Y | 5Y | Inception |
|---|---|---|---|---|---|
| Diversified Fund | Small & Mid Cap | -0.26% | 40.83% | 39.63% | Nov 2018 |
| Avenue Fund | Small & Mid Cap | 10.13% | 32.34% | — | Apr 2022 |
| Ameya Fund | Small & Mid Cap | -14.94% | — | — | Dec 2022 |
| India Contra Equity Fund | Small & Mid Cap | -1.07% | — | — | Jan 2024 |
| Kosh Value Fund | Small & Mid Cap | -13.40% | — | — | Jul 2024 |
| Focus Fund | Small & Mid Cap | -2.35% | — | — | Jul 2024 |
Past performance is not indicative of future results. Returns are subject to market risks.
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.
Fund Manager
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.
Get in touch with our investment advisors to learn more about Wallfort PMS and Advisory Services LLP's portfolio management services and how they align with your investment goals.
SEBI Registration: INP000006192
Registered Office: Wallfort PMS & Advisory Services LLP 207, Floor 2, Plot 5 B, Jeevan Vihar, Manav Mandir Rd, Teen Batti, Malabar Hill, Mumbai - 400006
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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)
