Wallfort PMS or Portfolio Management – Returns, Charges, Support & more
Wallfort PMS stands as a beacon of excellence in the financial landscape, offering discerning investors personalized and proficient investment solutions.
With a rich legacy of trust and expertise, Wallfort Portfolio Management provides a diverse range of services tailored to individual preferences and financial goals.
In this article, you will get a detailed review of its PMS performance, charges, strategies, support & more.
| Total AUM | Rs.312.74 Cr. |
| Avg. 1 Year Return | 15.12% |
| Active Clients | 132 |
| No. of Strategies | 6 |
| Minimum Investment | Rs.50 Lakh |
| Experience | 7 Year |
Wallfort PMS - Company Overview
Category
Organization Type
Head Office
Founder
Founded In (year)
Wallfort Portfolio Management Service Performance or Returns
1 Year
Nifty 50 - 1 Year
3 Year
Nifty 50 - 3 Year
5 Year
Nifty 50 - 5 Year
Wallfort PMS Charges or Fees
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
Exit Load 2nd Year
Exit Load 3rd Year
Best Strategies by Wallfort Portfolio Management Services
Check out various strategies or Investment approaches provided by Wallfort Portfolio Managers.
| Strategy Name | Diversified Fund | Avenue Fund | Ameya Fund | India Contra | Kosh Value Fund | Focus Fund |
| Start Date | 1-Nov-18 | 1-Apr-22 | 7-Dec-22 | 2-Jan-24 | 2-Jul-24 | 1-Jul-24 |
| Category | SMALL & MID CAP | SMALL & MID CAP | SMALL & MID CAP | SMALL & MID CAP | SMALL & MID CAP | SMALL & MID CAP |
| Benchmark | S&P BSE 500 | S&P BSE 500 | S&P BSE 500 | S&P BSE 500 | S&P BSE 500 | S&P BSE 500 |
| AUM (Rs.) | 132.56 | 103.38 | 80.99 | Not Disclosed | Not Disclosed | 23.7 |
| No. of Stocks | NA | NA | NA | NA | NA | NA |
| 1 Yr. Return | 19.93% | 1.63% | 20.91% | 18.01% | NA | NA |
| 3 Yr. Return | 33.85% | 24.55% | ND | NA | NA | NA |
| 5 Yr. Return | 47.21% | NA | NA | NA | NA | NA |
| Fund Manager | Mr Vijay Bharadia | Mr Kaushal Kedia | Mr Vijay Bharadia | Mr Vijay Bharadia | Mr Vijay Bharadia | Mr Vijay Bharadia |
Top Fund Managers of Wallfort PMS
#1
#2
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Investment Facilities provide by Wallfort Portfolio Manager
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
Wallfort Portfolio Management Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
Wallfort PMS Dashboard Link
Web Platform
Wallfort PMS Review or Ratings by Finec.in
Overall Rating
Portfolio Performance
Support
Facilities
Charges
Experience
Wallfort Portfolio Management Services - SEBI Details
SEBI Reg. No.
Contact Person
Email ID
Telephone No.
Address
Starting Date
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Wallfort PMS - Eligibility Criteria
Age
Nationality
Investment
Documents required to Invest with Wallfort Portfolio Manager
PMS Agreement
POA
Demat Account
PAN
Address Proof