SEBI INZ000158836 Powered by Motilal Oswal research

Real People. Real Growth.Expertise.Insights.

A 25-year legacy of wealth experts who put your goals, not sales targets, first.

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Guided Clients

SEBI Registration INZ000158836

NSE AP AP029781792

BSE AP AP0104460194753

MCX AP AP/124098

Motilal Oswal (MOFSL) ARN 146822

Fortune Wealth ARN 294905

Munjal Mehta CFA EUIN E091548

SEBI Registration INZ000158836

NSE AP AP029781792

BSE AP AP0104460194753

MCX AP AP/124098

Motilal Oswal (MOFSL) ARN 146822

Fortune Wealth ARN 294905

Munjal Mehta CFA EUIN E091548

Our Philosophy

Trends Fade.
Discipline Pays.

Market Research Analysis

Discipline Over Noise.

We guide you through market frenzy and fear – no tips, no hype.

Clarity Over Jargon.

You’ll always know what you own, and why.

Long-Term Over Shortcuts.

Strategies evolve with your life – not market fads.

Patience Over Pressure.

Good decisions rarely feel urgent. We’re built for the next decade, not the next quarter.

Market Research Analysis

Discipline Over Noise.

We guide you through market frenzy and fear – no tips, no hype.

Clarity Over Jargon.

You’ll always know what you own, and why.

Long-Term Over Shortcuts.

Strategies evolve with your life – not market fads.

Patience Over Pressure.

Good decisions rarely feel urgent. We’re built for the next decade, not the next quarter.

Watch

A closer look.

Mr. Motilal Oswal × MD & CEO
Inside Fortune Wealth

Specialist Solutions

Beyond the
core nine.

Four specialist routes that sit alongside our main collections, for clients whose needs have moved past the standard options.

Succession Planning

Private Family Trust

A structured way to pass on wealth without probate, courts, or public disclosure. A private family trust holds your assets under the Indian Trusts Act, 1882, protects them from personal liabilities, and lets you set the terms — who receives what, and when — across generations.

New Category · First-Mover

Specialised Investment Funds (SIF)

Portfolio Tool

Securities Lending & Borrowing (SLBM)

NRI & Global

GIFT City / IFSC

Dollar-denominated routes through India’s GIFT City / IFSC, built for resident and NRI clients who want global exposure without leaving the Indian regulatory umbrella.

What We Offer.

Start with the goal,
not the jargon.

The same eight solutions, described the way a client would say them out loud. The product name is in the label underneath.

Own a share of the companies you already believe in

Stocks & Equity

Put aside a little every month, for the car, the house, the wedding

Mutual Funds & SIP

Hand the portfolio to someone who watches it every day

Portfolio Management Service

Keep the money you cannot afford to lose somewhere steady

Bonds & Fixed Deposits

Reach past what a standard mutual fund is allowed to do

Alternate Investment Funds

Let a set of rules place the trade, not the mood of the day

Algo Trading Solutions

Stop working at sixty without taking a pay cut, and fund your child’s degree

Retirement & Child Plans

Make sure the whole plan survives if life goes wrong

Life & General Insurance

Grow Smartly With Fortune Wealth.

Grow Smartly With Fortune Wealth.

Grow Smartly With Fortune Wealth.

Grow Smartly With Fortune Wealth.

Grow Smartly With Fortune Wealth.

Grow Smartly With Fortune Wealth.

Grow Smartly With Fortune Wealth.

Grow Smartly With Fortune Wealth.

Trusted by Clients

Your Journey to Financial Freedom

Build lasting wealth through responsible, goal-based planning. We help you cut through market noise with clear advice, expert-backed strategies, and personalised plans for every stage of life.

Get personalised strategies for long-term wealth creation

A plan mapped to your income, liabilities and life stage, reviewed as your goals change rather than when a product launches.

Actionable market insights, simplified

Motilal Oswal research translated into plain language, so every decision you take is one you actually understand.

How to get started with Fortune Wealth

Onboarding, documentation and your first allocation handled end to end by a named advisor.

Traditional meets modern approaches

Equity, mutual funds and fixed income alongside PMS, AIFs, unlisted shares and algo-driven strategies.

Call for expert guidance or consultation

One number, one team — reach a real advisor whenever you’re ready to talk.

Grow With Us

Become A Fortune Wealth Referral Associate

Know someone who’d value a disciplined, long-term approach to their money? Refer them to Fortune Wealth and grow alongside a network of Referral Associates built on the same trust and patience we bring to every client relationship.

Trusted by Investors

What our clients actually say.

 
 
 
  
 
 
 
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 Manav Desai 
 
 
 
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I admire how Fortune Wealth consistently offers practical guidance while maintaining a strong focus on long-term growth.
  
 
  
 
 
 
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I’ve always felt confident working with Fortune Wealth ,their advice is clear, thoughtful, and aligned with my goals.
  
 
  
 
 
 
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 Dipti Kavalkar 
 
 
 
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I was searching for a good SIP advisor near Malad West and came across Fortune Welath Motilal Oswal.
They explained everything about mutual funds and long-term investing clearly.
  
 
  
 
 
 
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 Amisha Kavalkar 
 
 
 
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Very knowledgeable advisors in Kandivali East. They guided me on equity mutual funds and long-term wealth creation.
  
 
  
 
 
 
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 Saurabh Dhumal 
 
 
 
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Fortune Wealth guided me on tax-saving mutual funds and ELSS investments for better tax planning.
  
 
  
 
 
 
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Very helpful information and advices.
  
 
  
 
 
 
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 Ravindra Chandavarkar 
 
 
 
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Most efficent team always on toes and very prompt both of them
My gratitude towards Bansi n Kajal like more such cooperation
  
 
  
 
 
 
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 Awadhesh gupta 
 
 
 
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Very good service and support provided by the team thanks team fortune wealth and Banshi mam
  
 
  
 
 
 
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 Ajay Sahu 
 
 
 
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What impresses me most about Fortune Wealth is their ability to deliver personalized guidance with professionalism and consistency.
  
 
  
 
 
 
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 Vinuj Nair 
 
 
 
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Anjali Madam & Nilam madam is guiding me properly for investment for Mutual funds & Stocks

Insights

Market News.

  • Tags: 11.1 min read
    Estate Planning for NRIs: How to Manage Assets Across Multiple Countries

    Most NRI estate planning conversations focus on India alone. But an NRI living in Dubai with a property in Mumbai, a bank account in London, and a brokerage account in the US has an estate that spans four different legal [...]

  • 6.8 min read
    SIF vs PMS: Which Is Better for ₹10–50 Lakh Investors?

    If you have ₹10 lakh to ₹50 lakh to invest beyond mutual funds, you'll likely face one question: should it go into a SIF or a PMS? Until April 2025, there was no real choice. Investors who wanted something more [...]

  • Tags: 9.9 min read
    Family Trust for Business Families: Separating Wealth, Ownership and Succession

    Indian business families face a specific set of estate planning challenges that families with only financial assets do not. A business is not just an asset. It is an ongoing concern with customers, employees, lenders, and operational continuity requirements. How [...]

Wealth Isn’t About What’s Hot. It’s About What’s Right For You.

Talk to a Fortune Wealth advisor and start with a plan built around your goals — not this month’s trending fund.