APMI

(AUM CR)

PMS Provider Name

Wallfort Pms And Advisory Services Llp

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

01/11/2018

Age

6.8 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

AMC Charge : 2%

Variable Fees Structure

AMC Charge 2% or Performance Fees 10% whichever is Higher

Exit Load

NA

Purpose

The objective of this service to provide the Client with a structure that can achieve preservation and growth of its capital.


Vijay Bharadia
Work Exp. 20.00 years
Email ID vijay@wallfortpms.com
Mobile No 9821074434
Details 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. In addition to his professional accomplishments, Mr. Vijay Bharadia places great emphasis on learning to build and maintain relationships, a skill he cultivated under the tutelage of Mr. Ashok Bharadia.

1 Month Turnover

0.16

1 Year Turnover

1.41