Wallfort PMS Advisory Services LLP

Wallfort PMS & Advisory Services LLP is a Portfolio Management Services (PMS) provider registered with the Securities and Exchange Board of India (SEBI). Wallfort PMS prioritizes financial security and peace of mind for its clients. They achieve this by ensuring their clients’ investments are aligned with their long-term financial objectives. The firm employs a sector-agnostic approach, utilizing both bottoms-up and thematic investment strategies to identify opportunities across the market. To ensure adequate diversification, they maintain a maximum individual company exposure of 15% and a sector exposure of 35%.

The team at Wallfort PMS possesses 20-25 years of collective experience in research and portfolio advisory. This experience has shown them that each outperforming company has a unique story and underlying strengths that allow it to command a premium over time. While they acknowledge the inherent risks of equity investments, including exposure to macro and micro events, they actively seek to include portfolio stocks that can mitigate damages during periods of market volatility.