Building Generational Wealth through investing in Equity
Established in 2019, Wallfort PMS and Advisory Services LLP is registered with SEBI and built on a long operating history in Indian equities. The Bharadia family has been investing in Indian equities for over thirty years. The investment philosophy is sector agnostic, bottom-up, and thematic, with a strong emphasis on risk management through diversification and disciplined exposure limits. The portfolio is constructed with a maximum individual company exposure of 15 per cent and a maximum sector exposure of 35 per cent.
Sorted by 3-year return. Returns are TWRR, net of fees; CAGR above 1 year.
Diversified
Wallfort Ameya Fund
Mr. Kaushal Kedia
Fund managerFund Manager, Wallfort Avenue Fund
CA
Kaushal Kedia has over a decade of experience in Indian equity markets, with strengths in understanding market cycles and identifying sectoral turnarounds. He is a Chartered Accountant and leads the Wallfort Avenue Fund within the PMS framework.
Mr. Yash Somani
Fund managerCo-Fund Manager, Wallfort Ameya Fund
Yash Somani brings over eight years of equity market experience, with a focus on special situations and turnaround opportunities. He is a graduate of the London School of Economics and co-manages the Wallfort Ameya Fund.
Mr. Abhishek Shah
Fund managerCo-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
Fund managerCo-Fund Manager
CA, CFA
Koustubh Shaha, CA and CFA, is an experienced equity fund manager and corporate finance leader with over 24 years across fund management, capital raising, treasury, and risk. As co-manager of the flagship Diversified Fund at Wallfort PMS, he focuses on identifying high-potential small and mid-cap opportunities through a disciplined, value-oriented approach.
Upendra Gadiya
Fund managerPartner & Co-Fund Manager
MBA
Upendra Gadiya is a Partner and Co-Fund Manager at Wallfort PMS & Advisory Services LLP, leading portfolio strategy and equity investments. He has over a decade of experience in Indian equity markets. He is also the founder of Stockstar Consultancy and holds an MBA. His philosophy emphasises sustainable wealth creation by identifying high-quality businesses early, often before they gain widespread market attention.
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 & Chief Investment Officer
Vijay Bharadia is the founder & CIO of Wallfort PMS. He has over two decades of experience across proprietary investing, institutional markets, and portfolio management, and has built Wallfort's investment philosophy around discipline, consistency, and long-term thinking.
Mr. Devang Kabra
Partner, Portfolio Strategy
MBA (Marketing)
Devang Kabra brings extensive entrepreneurial and capital-allocation experience across consumer businesses, real estate, and family capital. Right from his first business at age 18, Devang has been involved in starting and scaling several customer-facing businesses, including speciality retail, commodity retail, F&B retail, outdoor advertising, and real estate development. He has been managing his family funds since 2004.
Mr. Chirag Jain
AVP
Chirag Jain leads Compliance, Regulatory Affairs, and Operational Governance at Wallfort Fund Management, playing a pivotal role in ensuring the firm's integrity, transparency, and adherence to regulatory standards. With a strong foundation in administration, accounting, taxation, and financial regulations, Chirag oversees all compliance frameworks to ensure alignment with SEBI guidelines and internal governance policies.
Ms. Kinjal Mandalia
Compliance Associate
Kinjal Mandalia supports compliance operations, regulatory documentation, and process maintenance. She has experience working with CA firms servicing financial and equity market clients and is pursuing advanced finance qualifications.
Mr. Yash Chudasama
Operations & Dealing
Yash Chudasama manages daily trade execution, operations, and settlement processes at Wallfort PMS. He plays a critical role in ensuring timely execution and smooth post-trade operations.
Bhavya Shah
Head of Research
Bhavya leads Wallfort's primary research function, covering the full investment universe across small and midcap businesses. At Wallfort, no investment decision is finalized without Bhavya's active involvement and vetting. He champions a bottom-up, hands-on approach to investing that goes beyond financial modelling and boardroom presentations.
Himanshu Mali
Sr. Research Analyst
CA, CFA Level II candidate
Himanshu is part of the core investment research team, focusing on ground-level research including factory visits, analysis of public documents, and direct interactions with management teams, to build conviction and uncover fundamentally strong businesses with long-term growth potential. He brings prior experience in deal advisory at BDO India and audit & assurance at Grant Thornton.
Harsh Shah
Compliance & Operations Manager
CA Inter (ICAI)
Harsh Shah manages operations, compliance, and onboarding for PMS and AIFs. He ensures adherence to SEBI regulations and oversees smooth execution of day-to-day fund operations. He brings experience in handling investment operations for family offices, along with exposure to accounting, taxation, and auditing. Harsh has completed CA Inter from ICAI and is a Graduate from Mumbai University.
Abhinandan Lodha
AdvisorStrategic Adviser
Abhinandan Lodha has built and scaled multiple businesses across real estate and entrepreneurial ventures. He joined Wallfort's oversight structure to help a family-run investment firm build the institutional infrastructure required for long-term continuity.
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