Unlocking Value Across Market Horizons
Who We Are
30+ Years of Experience in the Capital Market.
Our Vision
At the heart of our vision lies a commitment to being your steadfast companion in navigating the complexities of wealth creation, offering strategic guidance and innovative solutions that unlock new levels of financial success. We aspire to be the beacon of trust, integrity, and excellence in the financial services industry, guiding you towards your goals with unwavering dedication and expertise.
A Timeline of Fortune WMC
Serving over 10k+ clients along the way.
1993
Obtained Coimbatore Stock Exchange membership
2004
Incorporated Fortune WMC & obtained NSE and BSE memberships
2005
Obtained CDSL membership
2024
Obtained SEBI PMS Registration
Our Approach to Investing
By weaving together elements of insight, steadfastness, strategic acumen, and holistic wealth creation, our investment process aims to inspire confidence and trust, positioning us as your wise and reliable partner in navigating the complexities of the financial landscape.
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Our investment process begins with a deep dive into market dynamics, economic trends, and company fundamentals. We employ a blend of quantitative analysis and qualitative research to gain insightful perspectives and identify value opportunities hidden beneath market noise.
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Armed with wisdom and fortitude, we capitalize on opportunities with calculated courage. Our strategic approach involves seizing undervalued assets, deploying capital prudently, and staying agile to capitalize on emerging trends and shifts in market sentiment.
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Our holistic approach to wealth creation goes beyond traditional investment strategies. We prioritize sustainable growth, risk management, and client-centric solutions, ensuring a journey towards long-term prosperity and financial well-being.
About the Scheme
Multicap Value Fund
Objective
Our commitment is to maximize risk-adjusted returns for investors, steering towards long-term prosperity by aligning the connection between share price dynamics and intrinsic company value.
Selection Criteria
Our focus will be on companies poised for India's growth, with proven track records and sound financial practices. It will be a multi-cap portfolio of 20-25 stocks.
Security Types
Diverse portfolio primarily comprised of public equities. We may also allocate a portion to ETFs, bonds, debt instruments, mutual funds, and government securities when deemed necessary.