Wallfort PMS, a SEBI registered entity (Registration No. INP000006192), is a Mumbai-headquartered firm providing Portfolio Management and Investment Advisory services. Established by Mr. Vijay Bharadia, the company serves a clientele encompassing both international and Indian investors. Our core investment philosophy focuses on prudent, risk-averse strategies, emphasizing long-term wealth preservation and security for our investors. We are committed to aligning client portfolios with their overarching financial objectives, fostering both financial well-being and peace of mind.
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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
Mr. Kaushal Kedia brings over a decade of experience in the Indian equity markets. His core competencies lie in discerning market cycles and identifying strategic entry points for various sectors. He currently manages the Wallfort Avenue Fund at Wallfort PMS. Mr. Kedia is a Chartered Accountant, having qualified from the Institute of Chartered Accountants of India in 2011.
Fund Manager
Mr. Vijay Bharadia brings over twenty years of extensive experience in the financial services sector, demonstrating proficiency in investment management and client engagement. His career commenced in 1997 at Wallfort Financial Services Ltd. Under the guidance of Mr. Manoj Bharadia, he gained in-depth knowledge of financial markets. While managing proprietary funds within the family office, Mr. Bharadia developed expertise in navigating micro-cap investments, leveraging his acute understanding of businesses and valuation methodologies to optimize the family’s portfolio performance. Subsequently, Mr. Bharadia assumed the position of Head of the Institutional Desk at Wallfort Financial. In this role, he was responsible for cultivating and managing relationships with a broad spectrum of over 100 institutional clients, including banks, mutual funds, and Foreign Portfolio Investors (FPIs). His strategic initiatives significantly strengthened the firm's institutional standing and fostered enduring client partnerships. A key aspect of his development, as nurtured by Mr. Ashok Bharadia, has been his focus on relationship management. Drawing upon his comprehensive experience across various divisions at Wallfort Financial, Mr. Bharadia established and now leads the Portfolio Management Services (PMS) division. He contributes substantial expertise and a progressive outlook to this segment. His leadership is crucial for the firm's sustained growth, and his direct involvement ensures superior service delivery to significant clients. Mr. Bharadia is also acknowledged for his commitment to high standards and adherence to ethical principles. His persistent dedication to client success and ongoing innovation positions him as a respected authority and leader within the financial services industry.
Get in touch with our partner 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)
