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Wallfort Ameya Fund

Wallfort Pms And Advisory Services Llp

102.84 CR AUM

Wallfort Ameya Fund

Wallfort Ameya Fund

Wallfort Pms And Advisory Services Llp

102.84 CR AUM

BSE 500 TRI
Benchmark
3yr 4mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
3yr 4mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

vijay bharadia

Fund Manager
EQUITYStrategies

With a career spanning over two decades in the financial services industry, Mr. Vijay Bharadia is a seasoned professional known for his expertise in investment management and client relations. His journey began in 1997 at Wallfort Financial Services Ltd. where he delved into the intricacies of financial markets under the mentorship of Mr. Manoj Bharadia. During his tenure in the family office, Mr. Bharadia honed his skills in managing proprietary funds, particularly in navigating the realm of micro-cap investments. His deep understanding of businesses and valuations allowed him to make informed decisions, leading to successful outcomes for the family's portfolio.

With a career spanning over two decades in the financial services industry, Mr. Vijay Bharadia is a seasoned professional known for his expertise in investment management and client relations. His journey began in 1997 at Wallfort Financial Services Ltd. where he delved into the intricacies of financial markets under the mentorship of Mr. Manoj Bharadia. During his tenure in the family office, Mr. Bharadia honed his skills in managing proprietary funds, particularly in navigating the realm of micro-cap investments. His deep understanding of businesses and valuations allowed him to make informed decisions, leading to successful outcomes for the family's portfolio.

Purpose

To generate absolute returns across market cycles by investing in undervalued equities. It can also invest money in debt instruments and mutual funds.

Investment Approach v/s Benchmark Metrics

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1M IA return
-5.11%
1M benchmark return
-11.37%
Alpha
6.26%
1M Wealth multiple
0.95x

Investment Approach v/s Benchmark Performance

2026
2026
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Login to see the live performance and return

Wealth Creation Calculator

1M IA return
-5.11%
1M benchmark return
-11.37%
Alpha
6.26%
1M Wealth multiple
0.95x

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