24+ Years
12+ Awards
20+ Events
7500+ Clients
900+Cr. DP AUM
Company Profile
Fortune Wealth and Financial Services LLP (Previously known as Fortune Securities) started its operations in 2001 as Business Partners with Motilal Oswal Financial Services Ltd. with just 200 clients.
Today, our family has grown to over 7500 clients and a team of 30. We were the Best Business Partner with Motilal Oswal in 2007 and were included in the Motilal Oswal Hall of Fame since 2010.
Over the years, we have grown from pure Stock brokers to Investment managers. Today, we specialize in Equity Investments (Stocks, MF, PMS, and AIF), Financial Planning, Insurance, Options, Currency, and Commodities.
We work with an advisory based approach and are not driven by sales targets. We simplify investments for you such that it suits your risk profile and work towards achieving your financial goals.
Why choose us?
We work with an advisory based approach and are not driven by sales targets. There are a plethora of investment products available that can easily confuse any investor. We simplify those investments for you.
We are Business Partners of Motilal Oswal Financial Services Ltd. With their strong research, advisory, & technology, we ensure that all our clients get the best investment advice that suits their Risk profile & Financial Goals.
Meet the team
Satish Mehta is a 1st generation entrepreneur with over 20 years experience in Equity Markets. He is known for his marketing acumen and zeal for customer satisfaction among investing and diamond market circles. He loves to create value for all his clients and this drive and focus as led him win numerous awards nationally, including the Motilal Oswal Hall of Fame.
Satish Mehta
Director
Munjal Mehta, CFA
Investment Strategist
Munjal Mehta is responsible for financial planning, Mutual Funds, PMS and other advisory products. He has an experience of over 13 years in various roles like investment advisory and research analyst. He is a CFA charterholder from Charlotsville, Virginia, USA.
Sagar Mehta
Equity & Online
Sagar Mehta has been instrumental in setting the Equity desk and culture over the last 12 years. He takes care of Equity dealing at advisory.
Kavita Sharma
Equity & Products
Kavita Sharma comes with a rich experience of more than 15 years in Equity markets. She takes care of Equity dealing, Investment Products and developing new talent in the firm.
Hitesh Kothari
Operations & Risk Management
Hitesh Kothari has a vast experience of more than 31 years in Stock markets. He has seen the industry transition from the physical age to the digital age. He takes care of Operations and Risk management at Fortune Wealth.
Milan Dholakiya
Investment Advisory
Milan Dholakiya takes care of Investment advisory across asset classes including Equity, Mutual Funds, PMS, Gold, Bonds etc. He was awarded as the Best Investment Advisor across India by Motilal Oswal in 2018.
Heman Lakhani
Derivatives, Commodity & Currency
Heman Lakhani is a market vetaran with more than 18 years experience in Equity markets. He is an expert in Derivative strategies in Equity and Currency.
Suhas Lobo
Equity & Derivatives
Suhas Lobo has an experience of more than 20 years in Equity markets. He is responsible for Equity and Derivative strategies at Fortune Wealth.
Past Events
Webinar on '10 Case Studies of Covid Affected Families' - 20th June 2021
CONTACT
US
Tel. 7666964949
Mobile. 7666965544
Email-advisorydesk@fortunewealthfin.com
Address
101, Grande Edifice, Opp. Godrej Reserve, Akurli Road, Kandivali East, Mumbai - 400101
Request
callback
VISIT
US
Monday - Friday 9:00 - 18:30
Saturday 10:00 - 14:30
Sunday 10:00 - 12:30