Wallfort PMS and Advisory Services LLP
AUM (Cr.)
764.85
No. of Clients
684
No. of Investment Approach
6
As On
31 December 2025
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.
| PMS Investment Approach(s) | Returns | |||||
|---|---|---|---|---|---|---|
| Investment Approach | Category | 1 Yr | 2 Yr | 3 Yr | 5 Yr | Inception Date |
Diversified Fund |
Small & Mid Cap | -0.26% | 30.98% | 40.83% | 39.63% | Nov 2018 |
Avenue Fund |
Small & Mid Cap | 10.13% | 18.88% | 32.34% | NA | Apr 2022 |
Ameya Fund |
Small & Mid Cap | -14.94% | 10.37% | NA | NA | Dec 2022 |
India Contra Equity Fund |
Small & Mid Cap | -1.07% | NA | NA | NA | Jan 2024 |
Kosh Value Fund |
Small & Mid Cap | -13.40% | NA | NA | NA | Jul 2024 |
Focus Fund |
Small & Mid Cap | -2.35% | NA | NA | NA | Jul 2024 |
* Returns are as on 31st December 2025, * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1
Portfolio Manager Profile
Mr Kaushal Kedia
Fund Manager
Mr Vijay Bharadia
Founder & CIO
Common Investment Philosophy
Wallfort PMS follows a bottom up, sector agnostic equity investing approach focused on identifying businesses positioned to benefit from macro tailwinds and long term structural growth. We invest in companies with durable competitive advantages and consistent earnings visibility, selecting 15 to 20 stocks through a disciplined research process rather than short term market movements. Stock selection is driven by our Four P framework evaluating promoter integrity and passion, product or business moat, profitability metrics, and valuation discipline. Portfolios are constructed with strict risk controls, with individual stock exposure capped at 15 percent and sector exposure at 35 percent. Our objective is to deliver superior risk adjusted returns over a full market cycle through patience, discipline, and long term ownership of high quality businesses.
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AMC Registered Address
2nd Floor, 58/64, Hari Chambers, Shahid Bhagat Singh Rd, near Rustico Restaurant, Kala Ghoda, Fort, Mumbai, Maharashtra 400001
SEBI Reg No : INP000006192
AMC Investor Login Link
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AMC Website Link
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Disclaimer & Risk Factors:
We have taken and continue to take utmost care and caution in compilation of current and historical data (such as performance of Portfolio Managers, investment approaches followed and/or AUM of Portfolio Managers etc.,). We also take due care in analysis (such as making comparisons etc.,) of the data. The information and data provided by PMS bazaar on its website (including any of its publications/e-mails/newsletters) have been obtained and culled out of whatever is available on public domain/provided by the Portfolio Managers either on their own or at the request of PMS Bazaar and we do not in any way guarantee the accuracy [(in general and as well as with respect to regulatory compliance(s)], reliability, completeness, current-ness and/or timeliness of any content, information, data, analysis, software, text, graphics, links or communications provided on or through the use of the Website and we assume no liability and cannot be held responsible for any errors or omissions in such information, data (including regulatory non-compliances, if any) and/or analysis of such information and data nor for the results obtained by any user of the website (including any publications/e-mails/newsletters of PMS Bazaar) from the use of such content, information, data, analysis, software, text, graphics, links or communications provided on the Website or for any monetary or other damage suffered by you on account of such usage.
All information present on the Website of PMS bazaar (including any publications/e-mails/newsletters of PMS Bazaar) is to help investors in their decision-making process and shall not be considered as a recommendation or solicitation of an investment or investment strategy/approach/funds. The names of the portfolios/ strategies/approach/funds do not, in any manner, indicate their prospects or returns. There is no assurance or guarantee that the objective of portfolios/ strategies/approach/funds will be achieved. Past performance is not necessarily a guide to future performance and no way guarantee the future performance. Investment in securities markets is subject to market risks, Investors are responsible for their investment decisions and are responsible to validate all the information used to make the investment decision.All the information provided herein including Performance is not verified by SEBI nor has SEBI certified the accuracy or adequacy of the same.