Twenty years of showing up.

2003

Futures & Options — Investor Education Session

Investor Education / Koshish Hall

Long before investor webinars and social media made market education a click away, Fortune Wealth was already bringing complex financial concepts to its clients in person. In 2003, we hosted a dedicated session at Koshish...

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2006

2006-Annual Client Picnic

Annual Picnics / Kumar Water Resort, Lonavala

In 2006, Fortune Wealth took a step beyond the boardroom and hosted its first large-scale annual client picnic at Kumar Water Resort in Lonavala. Over 600 clients made the trip, turning what could have been...

600+ clients

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2007

Client Engagement Event

Client Meets / Eastern Mall

As Fortune Wealth’s client base grew through the mid-2000s, so did the calendar of events designed to keep that relationship strong. In 2007, we hosted a client engagement event at Eastern Mall, continuing a year-on-year...

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2009

2009-Annual Client Picnic

Annual Picnics / Shangri La Water Resort

By 2009, the Fortune Wealth annual client picnic had become an event clients looked forward to. That year, nearly 700 clients gathered at Shangri La Water Resort, making it one of the largest client outings...

700 clients

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2011

An Evening with Raamdeo Agarwal Ji

Milestone / Balaji Hall

On 10th September 2011, Fortune Wealth hosted one of the defining events in its history at Balaji Hall. 1,100 attendees filled the venue, including more than 600 doctors from the medical community — a reflection...

1,100, including 600+ doctors

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2011

2011-Annual Client Picnic

Annual Picnics / Shangri La Water Resor

The Fortune Wealth annual picnic returned to Shangri La Water Resort in 2011, in what had by then become one of the firm’s most anticipated yearly traditions. Clients and families came together once again for...

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2012

2012-Client Meet

Client Meets / Koshish Hall

Fortune Wealth returned to Koshish Hall in 2012 — the same venue that hosted our very first investor education session back in 2003 — for another client-focused gathering. Coming back to a familiar venue felt...

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2013

Merger with Nebula — An Introduction

Milestone / The Village Restaurant, Growel's Mall

2013 marked a significant milestone in Fortune Wealth’s growth story — our merger with Nebula. Rather than announce it through a formal press event, we chose to introduce this new chapter to our clients the...

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2014

Seminar on Investments

Investor Education / Prabodhan Thakre

In keeping with its investor-education roots, Fortune Wealth held a dedicated Seminar on Investments in 2014. The session was built around a simple goal: helping clients look past short-term market noise and focus on the...

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2015

2015-Client Meet

Client Meets / Bageecha Hotel

2015 saw Fortune Wealth host another edition of its regular client meets, this time at Bageecha Hotel. Events like these have always played a quiet but important role in the Fortune Wealth story — less...

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2016

2016-Annual Client Picnic

Annual Picnics

The Fortune Wealth annual picnic found a new home at Silent Resort in 2016. As with every year before it, the day was less about any single agenda and more about giving clients a relaxed...

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2016

Client Event with Kiran Patel

Milestone / Aspee Auditorium

In 2016, Fortune Wealth hosted a special client gathering at Aspee Auditorium, welcoming Kiran Patel of the Aspee Group as Chief Guest. Events of this kind gave Fortune Wealth clients a chance to engage with...

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2017

Mutual Fund Investing for Doctors

Investor Education / Sai Palace

Given the strong ties Fortune Wealth has built with the medical community over the years, 2017 saw us host a seminar specifically curated for doctors, focused on mutual fund investing. Held at Sai Palace, the...

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2018

2018-Client Meet

Client Meets / Sai Palace

Fortune Wealth returned to Sai Palace in 2018, a venue that had already hosted our 2017 seminar for doctors, for another client-centric gathering. The event continued a long-running tradition of face-to-face investor engagement that has...

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2018

2018-Annual Client Picnic

Annual Picnics / Silent Resort

The Fortune Wealth annual picnic returned to Silent Resort in 2018, keeping alive a tradition that by then had spanned well over a decade. Year after year, this gathering has given clients a chance to...

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2019

F&O Session with Motilal Oswal Ji

Investor Education / Balaji 10 Ka Dum

Sixteen years after our first Futures & Options session in 2003, Fortune Wealth returned to the same theme in 2019 — this time at Balaji 10 Ka Dum, with a speaker from our long-standing partner,...

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2023

Fortune Fiesta — Garba Night with Clients

Celebrations / Navratri

To mark Navratri in 2023, Fortune Wealth hosted Fortune Fiesta — a Garba night that traded boardrooms and balance sheets for dandiya sticks and dance. Clients came together not to talk markets, but simply to...

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