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Fortune Wealth Management Company India PMS

INP000008622PMS

Strategies3

Total AUM₹403.91 Cr

Overview

About

Welcome to Fortune, your trusted partner in wealth management. Established in 2004, Fortune is a SEBI registered entity with over 30 years of capital market experience. Founder Jose C Abraham has been a seasoned investor since 1985 and built Fortune on integrity and trust. Fortune is the first and only PMS in Coimbatore, offering personalized portfolio management services focused on transparency, long-term relationships, and superior investment solutions rooted in deep market understanding.

Investment Philosophy

Our investment philosophy is shaped by decades of experience navigating market cycles since 1985. We believe in adaptability, disciplined focus, and investing in fundamentally strong, well-run businesses led by reputable promoters. We avoid excessive exuberance in bull markets and undue fear in downturns. By staying anchored to resilient companies with proven track records, we aim to deliver consistent long-term value creation for investors.

About the firm

Read Fortune Wealth Management Company India's story and investment philosophy on the firm page.

View Fortune Wealth Management Company India

Strategies— 3

Strategy

Type

AUM

1Y Return

Multicap Value Fund

vs NSE Multi Asset Index 1

EQUITY

AUM₹355.58 Cr

1Y+4.48%

Insights

No insights published yet.

Contact

Address

1056, Avinashi Road, Coimbatore 641018, India

Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.

Fortune Wealth Management Company India PMS

Overview

Strategies— 3

Insights

Contact

Funds

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