Why Choose Fortune Wealth?
Mr. Motilal Oswal
MD & CEO – Motilal Oswal Financial services
Mr. Ajay Menon
Managing Director & CEO – Wealth Management
Passionate about Wealth Creation
We don’t just manage money—we guide everyday investors with discipline, clarity, and care. Led by award-winning professionals, our leadership combines experience with empathy to help you invest smarter.
Backed by 25+ years of expertise
Backed by Motilal Oswal’s research strength, we bring you curated investment options, market insights, and proactive rebalancing—so your portfolio never stands still while markets evolve.
we help you stay on course
Markets fluctuate. Behavior doesn’t. We help you avoid emotional decisions, stick to your goals, and navigate volatility with structured, risk-aware strategies.
Empowering investors, Enriching futures
products that meet your investment needs.
For 25+ years, we’ve helped individuals, families, and businesses build wealth with clarity, consistency, and conviction.
Solutions that fit your goals
Equities to alternatives—strategies built around you.
Built for today’s businesses
Corporate growth, employee benefits, risk covered.
Guiding people, not just portfolios
Life-stage investing for everyday investors.
why choose fortune wealth?
company history.
Empowering Everyday Investors Since 2000
Fortune Wealth has grown with its clients—step by step, year after year. What began with a single belief in disciplined investing has now shaped thousands of financial journeys.
2007
Groundbreaking. Credible. Trusted.
Best Business Associate (PAN India – Without Network)
2008
Consistent. Recognized. Respected.
Best Business Associate (PAN India – Without Network)
2009
Reliable. Enduring. Celebrated.
Best Business Associate (PAN India – Without Network)
2010
Specialized. Sharp. High-performing.
PMS Excellence
2011
Prestigious. Honored. Legendary.
Motilal Oswal – Hall of Fame
2017
National. Visionary. Purpose-led.
Featured in Mann Ki Baat with Ramdeo Agrawal
2018
Digitally progressive. Efficient. Scalable.
Best Business Associate – Online Business
2021
Insightful. Product-first. Client-focused.
Best Business Associate – Investment Products
2022
Elite. Advisory-led. Impactful.
Super Achiever – FOCO Advisory
investment FAQ’s.
Empowering your Financial Choices globally
At Fortune Wealth, we believe informed investors make confident decisions. Here’s what most of our retail investors ask before getting started—and why having a trusted expert with you can make all the difference.
You’ll receive regular reports, plus our experts are a message away if you ever need help decoding your performance.
Absolutely. From ELSS to NPS, we help you optimize for both growth and savings. A quick consultation can reveal what mix suits you best. Talk to our team on WhatsApp now »
Yes. Your portfolio is regularly reviewed, and we’re always available for updates or adjustments. With our team beside you, you never walk the investment path alone.
We help you avoid emotional decisions and stick to the process. An expert ensures you don’t react to headlines—but respond with strategy. Message us to learn how we manage risk »
Returns depend on market cycles and the products you invest in. What we promise is a consistent, disciplined approach—guided by experience, not noise.
We look at your goals, income, risk comfort, and life stage. Then we use research-led strategies to match you with the right investments. With an expert, it’s never just a product—it’s a plan.
You can start with as little as ₹500 per month through SIPs. But where and how you start matters—our experts guide you toward the right products based on your unique goals.
Start with a goal. Whether it’s retirement, your child’s future, or long-term wealth, we help you structure a plan around it. Having an expert by your side means fewer mistakes, better discipline, and real progress.
