HOLDING

GIVES YOU PATIENCE

BUT TIMELY EXIT GIVES YOU MONEY

- DEVANG KABRA

ACTIVE INVESTING BY WALLFORT PMS

Active investing is a strategy of investing in the equity markets as a fusion of fundamental and technical analysis. Our sector and stock selection is based on a combination of our proprietary fundamental and technical filters.

Our approach solves the most pressing problem of all the equity investors – How to ride the winners for long enough and how to cut down the losers early enough’.

WHAT OUR CLIENTS SAY

It’s been almost 8 months since I interacted with you over my stock portfolio. During this time, the market was very volatile and it was very difficult to decide the path. Your bold decisions of booking losses in certain existing stocks protected me from the huge losses which would have otherwise incurred. I can say my account is getting rebuilt by looking at the returns on the winning stocks and minimal losses on the losing stocks. Your notes on market scenarios are very precise and I have experienced things happening in the markets as per what you write.

I am receiving Correct, Reliable,Timely, Valuable, Precise and most importantly, Relevant Advice related to my stocks portfolio !! With this handover of my equity portfolio to you I am more feeling secure and safe as compared to the time when it was in my own hands.

Ramesh Toshniwal, Real Estate Broking Business, Pune

DEVANG KABRA

of the people end up loosing money in the markets since they don’t have any strategy or keep changing their strategy. In case they have a strategy, their emotions take over and they end up over-trading or over-leveraging. Devang works in a structured way to invest and trade in the markets.

Efficient Risk management is the primary requirement of a successful player in the stock market. Analysis – whether fundamental or technical follows after that. There is always a tug of war between fundamental and technical analysts for one-upmanship.

What differentiates us is that we have taken the best from both the sides and devised a proprietary trading and investment strategy which is a fusion of both schools of thought.

95%

KNOW MORE

We, at Wallfort PMS have devised a strategy to solve problems and crack the puzzle of riding the winners for long enough and cutting down the losers early enough.

SERVICES

PORTFOLIO ANALYSIS

We analyse your existing portfolio and recommend risk management and capital allocation techniques to be applied on your portfolio so that the returns can be maximized.

INFORMATION ON POSSIBLE STOCK PRICE MOVEMENTS

This is based on annual reports of companies, price data and other reports freely available.

SECTOR
MAPPING

According to various fundamental and technical studies conducted by us, we identify the next booming and non-performing sectors in the stock markets.

GLOBAL
PERSPECTIVE

Our reports offer the analysis of 30 key world markets, 10 key global commodities and 10 key sectoral indices.

SUCCESS FACTORS

ACTIVE INVESTING
BY DEVANG KABRA IS UNIQUELY QUALIFIED TO SUCCEED DUE TO FOLLOWING REASONS

Systems

Our sector and stock selection is based on our proprietary fundamental and technical filters.

Our period of keeping a trade alive lasts from 3 days till the time our system does not give us an exit, which can last for years together.

A trade becomes short term or long term based on the market data and not because of any pre-defined notions.

Marketing

Our ROI% and our capital protection strategy is our biggest marketing tool.

Intellectual Property (IP)

Our proprietary filteration and trading process is duly backtested with real trades and has given average ROI of 40% p.a. between February 2018 and August 2019 and 25% p.a. in the most difficult and volatile market scenario between September 2019 and April 2020.

Customers

Our customers include long term investors who are investing in fundamentally good companies but at the same time, they would like to protect their profits and avoid big drawdowns so that their investments become ‘long term’ or ‘short term’ by choice and not due to market compulsions.

Products and/or Services

Our strategy of approaching the equity markets is a fusion of fundamental and technical analysis. We take the best from both the formats in our execution.