COMPARE PMS SCHEMES| Category | Small AND Mid Cap | Small AND Mid Cap | |
|---|---|---|---|
| AUM (₹ cr) | 1217.59 | 398.64 | |
| Fixed Fee | No Option | 2.00% | |
| Variable Fee | 1.50% | No Option | |
| Hurdle Rate | 10% | No Option | |
| Profit Sharing | 12% Profit sharing above 10% Hurdle | 10% Performance Fees(whichever is higher) | |
| Benchmark | S&P BSE 500 TRI | S&P BSE 500 TRI | |
| Portfolio Age | 8 years | 7 years, 1 month |
 Abhishek Bhardwaj |  Vijay Bharadia | ||
| Profile | Abhishek Bhardwaj, a Chartered Accountant brings over 20 years of experience in the equity markets, having worked with prominent institutions such as Care Ratings, Reliance Mutual Fund, Monsoon Capital, and Heritage Capital. In one of his role, he served as Head of Equity at Star Union Dai-ichi Life Insurance, where he managed an equity AUM of approximately USD 300 million. Throughout his career, Abhishek has gained significant exposure to international best practices in fund management. Notably, The Heritage Fund, under his stewardship, was recognized among the top five hedge funds in India in 2010 by Eureka hedge” | 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. Building on this foundation, Mr. Bharadia transitioned to the role of Head of the Institutional Desk at Wallfort Financial. In this capacity, he spearheaded relationships with a diverse clientele comprising over 100 institutions, including banks, mutual funds, and foreign portfolio investors (FPIs). Through his strategic approach and adept management, he played a pivotal role in enhancing the firm’s institutional presence and fostering lasting relationships. 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 Drawing from his extensive experience across various verticals within Wallfort Financial, Mr. Bharadia ventured into the realm of Portfolio Management Services (PMS). As the founder and leader of the PMS division, he brings a wealth of knowledge and a forward-thinking vision to the table. His leadership is instrumental in driving the overall growth trajectory of the firm, while his hands-on approach ensures the delivery of exceptional service to key clients. Beyond his professional endeavors, Mr. Vijay Bharadia is recognized for his dedication to excellence and commitment to ethical practices. His unwavering focus on client satisfaction and continuous innovation underscores his role as a trusted advisor and leader in the financial services landscape. |
| Allocation by Market Cap | Undisclosed | Undisclosed | |
|---|---|---|---|
| Sector Holdings | Undisclosed | Undisclosed | |
| Stock Holdings | Undisclosed | Undisclosed |
| Min. Investment | 10000000 | 10000000 | |
|---|---|---|---|
| SIP Option | Not Available | Not Available | |
| STP Option | Not Available | Not Available | |
| Exit Load | Exit load is 3.00% if redeemed in 0-1 year, 0% thereafter. | Exit load is Nil if redeemed in 0-1 year, Nil if redeemed in > 1-2 years, Nil if redeemed in > 2-3 years, 0% thereafter. |
