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 just another client meeting into a full day of connection, conversation, and celebration.
The picnic reflected something simple but important to us: that the relationships we build with our clients go beyond transactions. It was a chance for families to unwind together, for the Fortune Wealth team to connect with clients outside a formal setting, and for a tradition to take root — one that would return, year after year, in different forms and different venues across the next two decades.
