Fund Snapshot
Wallfort PMS
Welcome to Wallfort PMS – Your Partner in Navigating Prosperity and Investing with Purpose.
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.
Join us at Wallfort PMS, and let’s embark on a journey towards building a prosperous future together.
Book a call with our experts
About Fund Manager
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.
INVESTMENT STRATEGY
At Wallfort portfolio management services, we adhere to the Four P Investment Approach, a disciplined methodology designed to identify high-quality investment opportunities and deliver superior long-term returns. Each “P” represents a critical factor that we meticulously evaluate before making investment decisions.
- Promoter Integrity
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.
- Product Moat
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.
- Profitability Metrics
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.
- Price Consideration
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
Why AIF&PMS Experts?
Over 350 investors
have invested in
our process
Over ₹500 crores
have been invested using
our process
Trusted by
investors across
10 countries
Over 15,000 investors
use our tools before
deciding to invest
