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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, the firm specializes in conservative and responsible non-speculative investments. Wallfort PMS prioritizes financial security and long-term alignment with client goals. Vision: Empowering Investors, Shaping Futures. To set the standard as the premier Portfolio Manager in the equity segments of Small & Mid Caps. Mission: To spread the transformative power of compounding, empowering every individual to achieve their financial goals. Four P Investment Strategy: Promoter Integrity – Assessing integrity, governance standards, and fairness towards minority shareholders. Product Moat – Investing in businesses with sustainable competitive advantages. Profitability Metrics – Evaluating margins, return ratios, and earnings growth potential. Price Consideration – Ensuring disciplined valuation relative to intrinsic value. Investment Process: Investment Universe – Small & Mid Cap Companies. Quantitative Screening – Identifying secular growth stories with discount to intrinsic value > 30% (Initial pool: 500 stocks). Fundamental, Technical & Qualitative Analysis – 360-degree evaluation narrowing to 80–100 stocks. Final Portfolio Construction – 15–20 high-conviction stocks with superior risk-adjusted returns.
Mr. Devang Kabra
FMPartner & Co Fund Manager
Devang Kabra has been involved in starting and scaling multiple customer-facing businesses including Specialty Retail, Commodity Retail, F&B Retail, Outdoor Advertising and Real Estate Development. He has been managing family funds since 2004 and brings strong business acumen, risk-taking ability and opportunity identification skills. He holds an MBA (Marketing) from Vishwakarma Institute of Management, Pune.
Mr. Kaushal Kedia
FMFund Manager
Kaushal Kedia has over 10 years of experience in the Indian equity markets with strengths in understanding market cycles and identifying turnaround sectors. He manages the Wallfort Avenue Fund. He is a Chartered Accountant from the Institute of Chartered Accountants of India (2011).
Mr. Yash Somani
FMCo Fund Manager
Yash Somani is Co Fund Manager at Wallfort Ameya Fund with over 8 years of equity market experience. Previously associated with another PMS, he covered multiple sectors with focus on special situations and turnarounds. He graduated from the London School of Economics in 2016.
Mr. Abhishek Shah
FMCo-Fund Manager
Abhishek Shah has over 12 years of financial markets experience and is part of Wallfort India Contra Equity PMS. He holds a BSc (Hons) in Management from Warwick Business School and is a CFA Charterholder. He focuses on value investing with a bias toward mid and small caps.
Mr. Koustubh Shah
FMCo Fund Manager
Koustubh Shah (CA, CFA) has over 23 years of experience in the financial services industry. Prior to Wallfort PMS, he played key roles in incubating NBFC startups including Avanse Financial Services and BikeBazaar Finance, leading CFO functions. He has also worked with Kotak Securities and Motilal Oswal in leadership roles.
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Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Mr. Vijay Bharadia
Founder
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. under the mentorship of Mr. Manoj Bharadia. He honed his skills managing proprietary funds with a strong focus on micro-cap investments and later led the Institutional Desk managing relationships with over 100 institutions including banks, mutual funds and FPIs. As founder of the PMS division, he brings strategic vision, deep market understanding and strong client relationship expertise, emphasizing ethical practices and disciplined investing.
Mr. Chirag Jain
Compliance Officer
Chirag Jain has over 8 years of experience in Indian equity markets. His strengths include administration, accounting, taxation and regulatory compliance. He develops and maintains compliance frameworks to prevent illegal or unethical conduct. He holds an MBA (Finance) from Institute of Technology & Management.
Ms. Kinjal Mandalia
Compliance Associate
Kinjal Mandalia has over 4 years of experience with CA firms handling financial and equity market clients. Her expertise includes administration, accounting, taxation and regulatory compliance. She is pursuing PGDM in Finance plus Banking, Investment & Insurance from Welingkar Institute of Management.
Mr. Yash Chudasama
Operation
Yash Chudasama has been part of Wallfort PMS since 2023 and is responsible for daily dealing, operations and trade settlement. He is a graduate from Lala Lajpat Rai College, Mumbai.