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.

PMS Product Performance

Company Name /
Product Name		 Date of inception AUM 1y return 2y return 3y return 5y return 10y return Since inception return
Wallfort PMS and Advisory Services LLP Ameya Fund 07 Dec 2022111-6.64%23.37%---42.30%
Wallfort PMS and Advisory Services LLP Avenue Fund 01 Apr 202213211.99%25.93%29.85%--26.77%
Wallfort PMS and Advisory Services LLP Focus Fund 01 Jul 2024191.67%----4.17%
Wallfort PMS and Advisory Services LLP India Contra Equity Fund 02 Jan 20243311.04%----29.47%
Wallfort PMS and Advisory Services LLP Kosh Value Fund 02 Jul 20245-9.20%-----8.12%
Wallfort PMS and Advisory Services LLP Diversified Fund 01 Nov 201836811.34%42.66%45.70%47.57%-26.61%

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Products

Wallfort PMS - Wallfort Diversified Fund
Wallfort PMS – Wallfort Diversified Fund