With our natural gravity to the world of Finance, we distribute valuable financial products to our clients. In simple terms, we make sure to optimize your returns from your investments, decrease your tax liability and thereby help you reach your financial goals.

In order to reach there, we structure your investment portfolio and allocate your assets accordingly. The performance and risk metrics will be communicated to you in timely meetings and will always be at your disposal. Our expertise is to genuinely help our client grow their returns and give their portfolio utmost care. We track the international market sentiment and the global economy to give you top notch professional services.

An appointment with us will communicate the problems in your existing financial plan and most importantly, convey the best possible solution. We track your investments in real time and we will help you make redemptions or a change in the fund as and when required. A financial statement of your returns will be provided in a timely manner to update you on fund performance.

We put the client’s interest in the frontline and make sure to align your risk and return metrics according to your risk appetite and return expectation. We will assist in both savings and wealth creation and allocate your funds according to your requirement and objective. You can be a conservative investor, an aggressive one or a hybrid of the two, we simply help you invest in your unique situation.

short, we provide a comprehensive solution to achieve your financial dream in life.

What we do:

We are skilled professionals that you need with the right license to help you accomplish your financial goals. We bring some sense around the amount of money you would need to save for your retirement and other such necessities. We help you choose the right insurance that will help you in real, budgeting also tax saving.

We analyze and understand your financial health based on your stand today and work on your long term financial obligations considering inflation, market risks and return metrics and would also help in creating a secondary source of income from your investments.

ABOUT THE FOUNDER:

Our Founder, Mr. Ramesh Biswas M, traces back the beginning of his involvement in Mutual Funds about two and a half decades ago. After a rich experience in the industry, we commenced operations in 2004. Fast forward to today, we have the privilege of serving a solid client base. We at Fortune Investments, absolutely love and enjoy helping you generate wealth.

Our joy in serving you is better re-iterated in our successorship planning as we continue to serve you generation after generation.

Our services in Mutual Funds and Insurance Include:

• Cash Flow Planning
• Retirement Planning
• Investment Management
• Insurance planning
• Estate planning
• Tax planning

In Association With: