SINCE 1993
Every financial journey is different. We bring together decades of market experience, thoughtful investment strategies, and personal attention to help you make the most of yours.
WHAT ARE YOU LOOKING FOR?
Take control of your investments with Fortune’s trading platform. Invest in stocks and IPOs, trade in futures & options, and access Margin Trading Facility (MTF) to leverage eligible stock investments. Track your portfolio and execute trades seamlessly, all in one place.
Get personalised investment guidance from a SEBI-registered investment advisor. Build a diversified portfolio aligned with your financial goals, risk appetite and investment horizon, with ongoing advice while you retain control of your investments.
Entrust your portfolio to Fortune’s experienced investment team through our Portfolio Management Services (PMS). Benefit from in-depth research, active portfolio management and disciplined investment strategies designed for long-term wealth creation.
Not sure which approach is right for you?Talk to our team
OUR STORY
About usOver three decades of experience in Indian capital markets, evolving from stockbroking to investment advisory and professional portfolio management.
1993
2004
2005
2022
2024
2026
Where it all began
Started our journey as a member of the Coimbatore Stock Exchange, laying the foundation for over three decades in Indian capital markets.
Expanding our reach
Became a member of the NSE and BSE, bringing access to India’s leading stock exchanges.
Strengthening our services
Became a CDSL Depository Participant, expanding our services to include demat and securities custody solutions.
Entering Investment Advisory
Expanded into personalised investment advisory through our associate company, Thryve Finance, registered with SEBI as an Investment Adviser.
Launching Portfolio Management
Received SEBI registration as a Portfolio Manager and launched our PMS offerings, bringing professionally managed investment strategies to our clients.
₹400+ Crore in PMS AUM
Grew our PMS business to over ₹400 crore in assets under management, marking a significant milestone in our wealth management journey.
1993
Where it all began
Started our journey as a member of the Coimbatore Stock Exchange, laying the foundation for over three decades in Indian capital markets.
2004
Expanding our reach
Became a member of the NSE and BSE, bringing access to India’s leading stock exchanges.
2005
Strengthening our services
Became a CDSL Depository Participant, expanding our services to include demat and securities custody solutions.
2022
Entering Investment Advisory
Expanded into personalised investment advisory through our associate company, Thryve Finance, registered with SEBI as an Investment Adviser.
2024
Launching Portfolio Management
Received SEBI registration as a Portfolio Manager and launched our PMS offerings, bringing professionally managed investment strategies to our clients.
2026
₹400+ Crore in PMS AUM
Grew our PMS business to over ₹400 crore in assets under management, marking a significant milestone in our wealth management journey.
INSIGHTS & PERSPECTIVES
Market perspectives, leadership insights and the latest from Fortune.
CIO’S DESK
Market outlooks and investment perspectives.
Read more about Insights from our investment team ↗CEO’S JOURNAL
Perspectives on business, investing and leadership.
Read more about Beyond the balance sheet ↗NEWS & RECOGNITION
Media features, achievements and recognition.
Read more about Fortune in the spotlight ↗CLIENT STORIES
Hear from investors who have partnered with Fortune on their wealth journey.
“Partnering with Fortune has truly been one of the finest decisions for me and my family.”
“They think beyond the immediate, look at the facts, and use their experience to assess where opportunities make sense.”
“I give them the money, and they give me back the returns. Consistent double-digit growth, year on year.”
LEADERSHIP
Decades of market experience, fresh perspectives and a shared commitment to your financial future.
With over three decades in Indian capital markets, Jose founded Fortune in 1993 and has steered its growth from a regional broking desk to a full-service wealth management firm. He leads the investment philosophy and portfolio strategy for the PMS business.
LinkedInJose C Abraham
Founder & CIO
Megha drives Fortune’s strategic direction and manages the PMS portfolio. She brings institutional rigour to portfolio construction and a sharp focus on risk-adjusted returns, combining research depth with a long-term investment mindset.
LinkedInMegha Jose
CEO
Arnav leads business development and client relationships at Fortune. He works closely with families and institutions to structure their wealth management needs, bridging the gap between client goals and investment solutions.
LinkedInArnav Anand
Chief Business Officer
FAQS
New to investing or unsure which path suits you? These are the questions most clients start with.
If you like making your own calls, invest yourself. If you want a plan from a professional, choose advisory. If you’d rather hand it over and have ₹50 lakh or more, PMS is built for you.
A demat account holds shares and other securities electronically, instead of paper certificates. Fortune is a CDSL depository participant, so the account is opened and serviced with us and the securities stay in your name at the depository.
A mutual fund pools many investors into one scheme. A portfolio management service is a separate mandate, run for you under SEBI’s portfolio manager rules. It is built for larger sums — here, ₹50 lakh and above — and the portfolio can be shaped around you.
We never ask you to pay into a personal account. Securities in a demat account are held with CDSL in your name. Broking and PMS assets sit with the regulated depository and custodian, not with an individual employee.
Markets move in cycles. Stepping out after a fall, or chasing a rise, is how long-term plans get broken. Time in the market is the habit this practice was built on. That is a discipline, not a promise of returns.
No. We do not offer guaranteed returns. Investments in securities are subject to market risks. Registration with SEBI does not guarantee performance or assure returns.
READY TO START?
Whether you want to invest on your own, get expert advice, or hand it over to our fund managers — we’re here.