Vallabh Roopchand Bhansali Portfolio, Latest Holdings, Net Worth & more
Last Updated Date: Feb 17, 2023Vallabh Roopchand Bhansali is a name that pops up every time someone talks about the most promising and largest portfolios in the country.
Vallabh Roopchand Bhansali is one of the co-founders of the ENAM group. A group of long-term investors known to provide diverse financial services for more than 3 decades.
In this blog, we will learn about the growth of Vallabh Roopchand Bhansali not only as an investor but also as a businessman.
Apart from this, we’ll also be looking at the portfolio he has built for himself over the years and how it has grown significantly.
The article will also help you understand the changes in various holdings of Vallabh Roopchand Bhansali, which includes the change in stake, addition of new holdings, etc.
About Vallabh Roopchand Bhansali
Vallabh Roopchand Bhansali is an angel investor cum businessman. Presently he is one of the directors of ENAM Securities.
The firm focuses on helping other businesses grow through their services, including underwriting and other advisory transactions.
Some of their previous clients include leading companies such as Infosys, Reliance, Zee, NTPC, etc.
Talking about Vallabh Roopchand Bhansali’s previous life, he graduated from the University of Bombay with a law degree.
Other than this, he is a Chartered Accountant (C.A), giving him insights into the financial world.
Apart from being a veteran in the financial domain, he has a keen interest in various other subjects.
These include behavioral science, national and economic development, etc. His patriotism and love towards the nation made him host a TV Show under ‘Kaun Hai Bharat Bhagya Vidhata.’
The show’s objective was to revive volunteerism and patriotism in the nation. He is also known to be a board member in various renowned companies in India.
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Vallabh Roopchand Bhansali Latest Portfolio & Holdings
Whenever we discuss the most promising and largest portfolios in India, we cannot forget to mention the name Vallabh Roopchand Bhansali. Most importantly, Vallabh Roopchand is one of the co-founders of the ENAM group.
This is a group of long-term investors known for providing financial services for the past 30 years. Vallabh is not just a great investor but also a great businessman.
At present Vallabh Roopchand Bhanshali holds six stocks with a net worth of over Rs. 116.5 Cr. as per the latest corporate shareholdings filed.
The 3 top stocks dominating his portfolio are 1.1% in Vascon Engineers Ltd., 1.3% in GFL Ltd., and 2.7% in Zodiac Clothing Company Ltd. The other stocks in his portfolio are Greenlam Industries Ltd., 7Seas Entertainment Ltd., and CSB Bank Ltd.
Holdings in Greenlam Industries Ltd.
Greenlam Industries is another stock in Vallabh Roopchand Bhansali’s portfolio that he has a significant amount of money in.
As per the recent data, he holds a 46.78% stake in the company’s share capital. The said stake is equivalent to 1470500 shares worth close to 9.26 crore rupees.
Talking about his shareholding pattern, he has not changed his stake in the company in a very long time.
Holdings in CSB Bank Ltd.
CSB Bank is the third-largest holding in Vallabh Roopchand Bhansali’s portfolio in terms of monetary value.
At the year-end of 2022, he had a 38.93% stake in the Bank’s share capital, accounting for 2185392 shares.
These shares combined to form a net value of over 42.20 crore rupees. Similar to his holdings mentioned above, he has not diluted his share in CSB Bank in a very long time.
He invested in CSB Bank for the first time 2 years back in December 2019 and has maintained a constant stake of 1.3% since then.
Holdings in Gujarat Fluorochemicals Ltd.
Gujarat Fluorochemicals is a company where Vallabh Roopchand Bhansali has invested more than 65% of his portfolio’s worth.
In 2022, he purchased a 8.41% stake in the share capital of Gujarat Fluorochemicals.
Since then, he has maintained that stake in the company constantly. However, in the recent quarter, i.e June 2022, he diluted 0.2% of his stake, leaving him with 8.41% stakeholder in the company.
This 8.41% stake amounts to 1384580 shares presently worth 9.24 crore rupees, which is nearly 65% of Vallabh Roopchand Bhansali’s portfolio value.
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Vallabh Roopchand Bhansali Portfolio in 2021
Now we will check out the portfolio of Vallabh Roopchand Bhansali in the year 2021. Further, we will also compare all the stock values and changes in his portfolio in the year 2021.
The first company in his portfolio for 2021 is Zodiac Clothing Company Ltd. In March 2021, he had a holding of 2.7 % in the company, this did not change the whole year of 2021.
The next company we have is GFL Ltd. Vallabh had a 1.3% stake holdings in this company in March 2021. In December 2021, the percentage of the stake was the same, and there was no change recorded.
At the 3rd position, we have CSB Bank Ltd. Vallabh owned a 1.3 % stake in this company in March 2021. This percentage of stakeholding in the company remained the same throughout the year.
Up next, we have Inox Wind Energy Ltd. He bought a 1.3% stake in this company in June 2021, and there was no change in his holding throughout the year 2021.
Vallabh Roopchand Bhansali Portfolio in 2020
In 2020, everyone witnessed a major market crash due to the worldwide spread of Coronavirus. As a result of which we saw various portfolios tumble.
Especially during the first half of the year. However, the portfolio of Vallabh Roopchand Bhansali was among those limited portfolios that did not witness a major fall.
By the year 2020, Vallabh Roopchand Bhansali had 8 stocks in his portfolio worth 179 crore rupees. Among these, his major holdings were:
- Gujarat Fluorochemicals, 1.3%
- Greenlam Industries Ltd, 1.3%
- CSB Bank Ltd, 1.3%
- Genus Power Infrastructure Ltd, 1.2%
- GLF Ltd, 1.2%
- Zodiac Clothing Ltd, 3%
There were not a lot of changes in terms of Vallabh Roopchand Bhansali’s holdings during the year 2020. However, he purchased a 2.1% stake in 7Seas Entertainment Ltd, his only new addition to the portfolio that year.
Vallabh Roopchand Bhansali Portfolio in 2019
In 2019, Vallabh Roopchand Bhansali had a portfolio with 7 holdings that amounted to more than 187 crore rupees.
The last quarter of the year, i.e., Dec 2019, proved to be one of the most profitable quarters in Vallabh Roopchand Bhansali’s journey as an investor.
This is because the quarter-on-quarter change in his portfolio was more than 260%.
Therefore, in 3 months, his net worth increased from 51.85 crores to 187.14 crore rupees. Some of the major holdings in his portfolio were:
- Gujarat Fluorochemicals, 1.3%
- Greenlam Industries Ltd, 1.3%
- CSB Bank Ltd, 1.3%
- Genus Power Infrastructure Ltd, 1.2%
- GLF Ltd, 1.2%
- Zodiac Clothing Ltd, 3%
Among these holdings mentioned above, Gujarat Fluorochemicals, CSB Bank Ltd, GFL Ltd, and Zodiac Clothing Ltd were new stocks added to the portfolio in the year 2019 itself.
Vallabh Roopchand Bhansali Portfolio in 2018
The year 2018 was not a great year for Vallabh Roopchand Bhansali’s portfolio as he suffered consistent losses in every quarter.
As a result of this, his net worth dropped significantly. At the beginning of the year, Vallabh Roopchand Bhansali had a portfolio worth 115 crore rupees.
However, it dropped to 52.42 crore rupees by the end of the year. Even though he made no new additions to his portfolio.
Some of the major holdings in his portfolio at that time were:
- Greenlam Industries Ltd, 1.3%
- Genus Power Infrastructure Ltd, 1.2%
- Zodiac Clothing Company, 3.1%
- Vascon Engineers Ltd, 1.3%
- UFO Moviez India Ltd, 1.3%
What is Vallabh Roopchand Bhansali’s Net Worth?
Vallabh Roopchand Bhansali Net Worth | ||
Quarter | Net worth(Cr) | Change% |
Jun-22 | 120.71 | -72% |
Mar-22 | 435.22 | -12% |
Dec-21 | 495.36 | 17% |
Sep-21 | 423.29 | 33% |
Jun-21 | 316.67 | 68% |
Mar-21 | 188.32 | 4% |
Dec-20 | 179.63 | 8% |
Sep-20 | 165.29 | 15% |
Jun-20 | 142.54 | 41% |
Mar-20 | 100.49 | -46% |
Dec-19 | 187.14 | 260% |
Sep-19 | 51.85 | 32% |
Jun-19 | 39.02 | -17% |
Now that we have taken a look at various holdings in the portfolio of Vallabh Roopchand Bhansali over the years, it becomes important to understand the change in his net worth.
Unfortunately, this year in March 2022, his net worth dropped to 435.22 crores from the previous year. This shows a change of -12%.
After this, his net worth, dropped more to 120.71 crores in June 2022, which is a massive change of around -72%. Finally, as per the last record, we see his new net worth is 112.45 crores, This shows a final change of -6% in his net worth.
On 2021 he had a net worth of 188.32 crores. This shows a change of 4% in his net worth in comparison to the previous year.
Further, we will see that in June 2021, his net worth doubled and reached 316.67 crores, so there was a big change of 68%. Then in September 2021, his net worth rose to 423.29 crores, which means a change of 33% took place.
At the end of the year 2021, his outstanding net worth was 495.36 crores which means there was a change of 17%.
Vallabh Roopchand Bhansali Portfolio – Conclusion
As we discussed earlier, Vallabh Roopchand Bhansali owns a portfolio with 6 holdings that amount to a net worth of more than 120.71 crores.
Among these 10 holdings, he has put a major percentage of his money in stocks like Gujarat Fluorochemicals, Greenlam Industries Ltd, CSB Bank Ltd, etc.
He is not only a renowned investor but a member of the board of directors of various companies.
He has also opened a foundation under the name Desh Apnayen Sahyog Foundation that aims to revive patriotism in the country.
Presently, he is a director in the ENAM group that helps other businesses grow through services like advisory transactions, etc.
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