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Fortune Wealth
Fortune Wealth & Financial Services LLP (est. 2001) is a trusted Mumbai-based wealth management and investment advisory firm linked with Motilal Oswal Financial Services Ltd. They’ve grown from serving just 200 clients to empowering over 7,500 individuals and businesses today.
Core Services:
Equity & mutual funds: Research-driven portfolio management
Financial planning: Goal-based advice spanning education, retirement, tax & estate
Insurance & risk solutions: Asset protection strategies
Loan services: Loan-Against-Securities (LAP), home/business loans
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| Company Name | Fortune Wealth |
| Operating since | 2000 |
| Registered in | India |
| Ownership | Sole Proprietorship |
| No. of Employees | < 50 |
| Scale of Operation | Tiny - Tiny/ Cottage/ Home based business |
| Exporter | No |
| Importer | No |
| Products/ Services | demat account, trading account, IPO, portfolio management service, expert advisor, mutual fund advisor, intraday trading, sub-broker, |
| Contact Person | Mr Fortune Wealth, Owner |
| Address | 01, Grande Edifice, Opp. Godrej Reserve, Akurli Road, Kandivali East |
| City | Mumbai |
| State | Maharashtra |
| Country | India |
| Telephone | 91 022 7666964949 |
| Alternate Phone | |
| Mobile | 7666965544 |
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Created on: 20-06-2025, Last updated on: 19-06-2025