Wallfort Fund Management 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, 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.