Wallfort PMS and Consulting Services LLP

AUM Undisclosed

Number of patterns 6

About Wallfort PMS and Advisory Services LLP

Wallfort PMS and Advisory Services LLP manages assets worth crores of rupees. The current offer of PMS programs includes 6 Small and Mid Cap programs.

Portfolio MANAGERS

Vijay Bharadia

Managed schemas 3
Total assets Undisclosed
Highest return in 1 year +99.29%

Profile

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 explored the intricacies of financial markets under the supervision of Mr. Manoj Bharadia. During his tenure in the family office, Mr. Bharadia honed his proprietary fund management skills, particularly in navigating the micro-cap investing space. His deep understanding of businesses and valuations allowed him to make informed decisions, which led to successful outcomes for the family portfolio. Building on this foundation, Mr. Bharadia moved on to head the institutional division at Wallfort Financial. In this role, he spearheaded relationships with a diverse clientele of over 100 institutions, including banks, mutual funds and foreign portfolio investors (FPIs). Through his strategic approach and skillful management, he played a key role in strengthening the company’s institutional presence and fostering lasting relationships. In addition to his professional achievements, Mr. Vijay Bharadia places great emphasis on learning to build and maintain relationships, which he developed under the supervision of Mr. Ashok Bharadia. Drawing on his extensive experience across various verticals at Wallfort Financial, Mr. Bharadia ventured into the field of Portfolio Management Services (PMS). As the founder and leader of the PMS branch, he brings a wealth of knowledge and a forward-looking vision. His leadership is instrumental in driving the overall growth trajectory of the company, and his hands-on approach ensures the delivery of exceptional service to key clients. In addition to his professional endeavors, Mr. Vijay Bharadia is recognized for his commitment to excellence and commitment to ethical practices. His unwavering focus on customer satisfaction and continuous innovation underscores his role as a trusted advisor and leader in the financial services industry.

Kaushal Kedia

Managed schemas 1
Total assets $111.16
Highest return in 1 year +47.94%

Profile

Kaushal Kedia has over 10 years of experience in Indian equity markets. His key strengths include understanding market cycles and picking sectors at turning points. He is responsible for the Wallfort Avenue fund within Wallfort PMS. He is a Chartered Accountant who graduated from the Institute of Chartered Accountants of India in 2011.

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